National Association of Estate Planners and Councils

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

To Register: Click on "register here" on the page associated with the program you will be attending live or on-demand. ​

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 

Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.

Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis!  Participants must create an account and then register for the webinar they would like to attend.

Next Program

Wednesday, January 22, 2025 2:00pm - 3:00pm ET

Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner

Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M.

When proposing an estate plan to a potential client, one needs to explain the proposed technique and the tax saving benefits the proposed technique can accomplish.  Today’s presentation will demonstrate how financial modeling not only illustrates the impact of the factors that shift wealth to future generations without exposure to estate and gift tax but allows the advisor to communicate these objectives in an understandable manner.  Once clients understand how a technique works, they can become involved in the design of the estate plan and decide on how much to “give away.” This is an intermediate level program.

Jerome M. Hesch, MBA, JD, is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP in Boca Raton, Florida office.  He is the Director of the Notre Dame Tax and Estate Planning Institute and is a Fellow of ACTEC.  He has published articles, Tax Management Portfolios, a law school casebook on Federal Income Taxation and has spoken at CLE programs throughout the country.   

 

 
Brad Dillon, J.D., LL.M. is a partner in 16z Perennial in New York City, that is focused on developing and implementing creative wealth transfer strategies that align with clients’ wishes and is an adjunct professor at Fordham Law School.  Prior to joining 16z Perennial, Brad worked at UBS and at the Milbank law firm in New York City, where he practiced in the firm’s trusts and estates department.
 
 

 

Brandon Ketron, CPA, J.D., LL.M. is a partner at the law firm of Gassman, Crotty & Denicolo, P.A., in Clearwater, Florida and practices in the areas of Estate Planning, Tax and Corporate and Business Law. Mr. Ketron has authored articles for national publications and has spoken as a presenter on estate tax planning topics.  He co-authored books on Section 199A, the Employee Retention Credit and IRA Planning.

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

REGISTER HERE for the program. 

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Upcoming Programs

Tuesday, January 28, 2025 3:00pm - 4:00pm ET

The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry

Peter M. Hershon, CLU®, ChFC®

In The Secondary Market for Life Insurance: Current Trends, New applications, we examine the trends that are driving the secondary market's continued growth and review the five most common applications being used by advisors today. We will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies.

Learning objectives for the program:

  1. Discover what a life settlement is and how it can benefit clients.
  2. When clients should consider a life settlement.
  3. Understand the parameters for life settlements and what impacts policy value.

 

Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 20 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.

Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

 

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

REGISTER HERE for this program sponsored by 

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Wednesday, February 12, 2025 3:00pm - 4:00pm ET

Into the Great Wide Open: Planning for Childfree Individuals

Jennifer B. Goode, JD

Recent research suggests that one in five Americans may choose to remain “childfree”. With this presentation, Jennifer will unpack these and other related social science research findings and examine their potential impacts on the estate planning process. Topics covered will include best practices for client engagement regarding nontraditional family structures, drafting for flexibility in fiduciary selection and anticipated changes in a trust’s beneficiary pool, and the importance of testamentary charitable transfers to a childfree client’s legacy. This is an intermediate level program.

Jennifer B. Goode is a National Director of Bernstein Private Wealth Management’s Institute for Trust and Estate Planning in the Washington, D.C. office. Her articles about tax and estate planning have appeared in numerous publications, including the ABA’s Real Property, Trust and Estate Law Journal, Bloomberg’s Tax Management Estates, Gifts, and Trusts Journal, and Practical Law, and she was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing, including a recent appearance at the 58th Annual Heckerling Institute on Estate Planning.

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

REGISTER HERE for the program. 

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Wednesday, May 14, 2025 3:00pm - 4:00pm ET

Strategies to Help Maximize Social Security Benefits

Ash Ahluwalia, CFP® , MBA

This educational program will address the basic rules you need to know in doing Social Security planning. It will cover a number of specific filing strategies available to maximize eligible benefits.  Social Security benefits that will be covered include spousal, survivor, child, divorce, strategies unique to business owners, strategies for high-net-worth individuals and how to find your “Social Security Sweet Spot” (your optimal filing strategy). Many case examples will be used as a format to detail how to maximize eligible Social Security benefits so that filers do not leave any money on the table! 

Learning Objectives: 

  1. An understanding of the basic rules governing Social Security. 
  2. A review of the spousal, survivor, child, divorce and other important rules. 
  3. Specific strategies available to maximize eligible Social Security benefits. 
  4. Strategies to minimize the taxation of Social Security benefits. 

Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of
experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming
strategies to maximize retirement income benefits.

Social Security is the largest retirement asset for many Americans, often amounting to $1 million or more of lifetime pension benefits from the federal government. However, being governed by more than 2700 rules, over 90% of filers leave money on the table. Ash has helped thousands of clients to customize the best strategy for their personal situation.

Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning, National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). For all of his efforts, expertise and leadership in Social Security planning, he was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association.

 

After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA.) and CERTIFIED FINANCIAL PLANNERTM designation. He then went on to obtain an MBA from Wharton Business School.

Ash has been published in numerous newspapers and magazines for his expertise, including The Wall Street Journal, Barron’s, U.S. News & World Report, and Financial Planning magazine. He is also a highly-sought-after speaker at conferences, webinars and industry events for consumers as well as legal, accounting and other financial professionals.

Originally from Toronto, Canada, Ash has lived in Madison, New Jersey for the past 25 years. He is married and has three grown children. He enjoys playing many sports, including ice hockey, golf and tennis, as well as traveling, health and fitness. He is also active in his wife’s charitable organization, Autism is Curable.

Registration will open soon. 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

 

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Wednesday, June 11, 2025 3:00pm - 4:00pm ET

Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)

Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®

This Eras Tour-inspired presentation provides practical insights for managing tax obligations after a decedent’s passing, helping attendees avoid any “bad blood” with the IRS. It covers key strategies for being “fearless” with income, estate, and gift tax planning, along with the use of disclaimers, to minimize liabilities and attract good “karma” throughout the estate administration. Attendees will learn how to “shake off” complex tax scenarios, ensuring they have the tools to fill in any “blank space” on tax forms with confidence. Like a true “mastermind,” attendees will be equipped to handle the full “labyrinth” of post-mortem tax decisions.

Topics covered:

  • Post-mortem income tax requirements
  • Implementing estate tax planning techniques
  • Incorporating gift tax and disclaimer planning into administration

While most people prefer to avoid the topic of death and taxes altogether, Ashley L. Case’s estate planning practice is dedicated to making the discussion as pleasant and productive as possible. Her commitment to client education is a cornerstone of her approach. The legal procedures associated with estate planning, tax, probate, and trust administration are complex. Ashley aims to empower her clients by helping them thoroughly understand their documents and legal rights. On occasion, she can even be funny.

Ashley is a Board-Certified Specialist in Estate and Trust law, a designation issued by the State Bar of Arizona to attorneys who have demonstrated an understanding and advanced knowledge of complex issues from federal gift and generation-skipping transfer tax to Arizona probate administration. Ashley earned her undergraduate degree from Arizona State University (and is an obnoxiously enthusiastic Sun Devil fan). She graduated with her Juris Doctor from Chapman University School of Law and earned her LL.M. in Taxation from Boston University School of Law with a concentration on estate planning. She was also a finalist in the LL.M. Division of the American Bar Association Tax Law Challenge competition. Ashley is licensed to practice law in Arizona and before the United States Tax Court and is a State Bar of Arizona Probate and Trust Section member. In addition, she is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).

Ashley’s volunteer work is a testament to her commitment to the legal profession and the community. She serves on the Board of Directors of the Maricopa County Bar Association, where she is a current member and past chair of the Estate Planning, Probate, and Trust Section, as well as an Equity, Diversity & Inclusion committee member. She also serves as President of the Central Arizona Estate Planning Council and Vice-Chair of the Publications Committee of its parent organization, NAEPC. Her role as the Production Editor of the NAEPC Journal of Estate & Tax Planning further demonstrates her dedication to advancing the field. Ashley’s service as Secretary of the Board of Directors of Ballet Arizona, a professional ballet company that promotes the arts in Arizona, reflects her broader commitment to the community.

Ashley’s professional achievements speak volumes about her expertise and dedication. She has received an AV Preeminent rating from Martindale-Hubbell for her legal expertise, communication skills, and ethical standards. Super Lawyers has also recognized Ashley as a Southwest Super Lawyer “Rising Star,” and Phoenix Magazine has voted her as a “Top Lawyer.” Arizona Business Leaders Magazine also named her an “Arizona Business Leader.” These accolades highlight Ashley’s professional excellence and the confidence she instills in her clients and peers.

Registration will open soon. 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.

 

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Archived/On-Demand Programs

Missed a live program?  Not to worry!  Archives of all programs are available.   The fee to participate is the same as the live feed unless otherwise noted.  If you registered for and attended a specific program, and would like replay access, please contact NAEPC at webinars@naepc.org.

Individuals and other groups are welcome to register for any program during the 2024 year HERE.

  • The Best Practices in Social Security and Medicare Planning - Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LL.M., CPA/PFS, CFP®, AEP® (Distinguished) 
  • From Deductibles to Donut Holes: How to Decipher Your Medicare Costs  - Dianne Savastano 
  • Executive Benefit Strategies Every Estate Planner Must Know  - Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
  • Snowbirding: Living in More than one Location in Retirement  - Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® 
  • Special Needs and Elder Care Planning: How to Plan with an Eye Towards Tax Considerations - Elizabeth Forspan, Esq.
  • Estate Planning for International Families with U.S. Ties - Edward A. Vergara, JD, LL.M. (taxation)
  • Deathbed Income Tax and Transfer Tax Planning Opportunities - Aejaz A. Dar & Ellis Pretlow
  • Complimentary webinar offered by Ashar Group - Essential Insights: Avoiding Discounted Life Settlement Offers - Jamie L. Mendelsohn & Jon B. Mendelsohn (View the recording of this program HERE.)
  • Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next - Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
  • Complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors: Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan - Mary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) (View the recording of this program HERE.)
  • The Benefits of Integrating Personal Insurance into Estate Planning - Linda Bourn & Steven Kent
  • Complimentary webinar offered by MIDEO - Patient Safety Concerns with Living Wills & Advance Directives - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
  • The Fiduciary Era for Life Insurance - Steven S. Zeiger
  • Complimentary webinar (30-minutes) offered by Ashar Group - Life Insurance Valuations Support Client Conversations During Tax Season - Jamie L. Mendelsohn (View the recording of this program HERE.)
  • Complimentary webinar offered by MIDEO - Flip A Coin...Does your Living Will Protect or Harm You? - Ferdinando L. Mirarchi, DO, FAAEM, FACEP (View the recording of this program HERE.)
  • The Practical Use of AI in Estate Planning - Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imann Moughal, JD, and Sheryl Rowling, CPA/PFS 

Interested in obtaining an archive of the following programs, all hosted during calendar year 2023, please click HERE.

  • Complimentary webinar offered by MLG Capital - Solutions for Transitioning Real Estate Wealth and Important Tax Structuring Considerations - Billy Fox, SVP and Rick Reuter, Controller, SVP (View the recording of this program HERE.)
  • International Tax Concerns for High Net Worth Individuals - Chaya Siegfried, CPA, MST
  • Complimentary webinar (30 minutes) offered by Ashar Group - Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask - Jamie L. Mendelsohn (View the recording of this program HERE.)
  • Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith - Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) 
  • What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies - Paul M. Caspersen, CFP®, MS (Financial Planning and Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
  • Corporate Transparency Act and Common Law Trusts - Jocelyn Margolin Borowsky, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. 
  • A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know - Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
  • It's Hard Getting Old: Helping Clients Keep Control of Their Lives and Money - Louis W. Pierro and Peter J. Strauss 
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Succession Planning and Selling Family and Closely Held Businesses - James S. Aussem, JD, AEP® (Distinguished)(View the recording of this program HERE.)
  • The Elegant Divorce - Lisa M. Cukier, JD
  • Your Clients Want a KISS Plan, but the IRS May Have the Last Dance-Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax - Miriam Wogan Henry
  • Powerful Trust Laws to Combat Future Uncertainties - Al W. King, III, J.D., LL.M., AEP®, TEP
  • Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities - Caroline D. Ciraolo and John D. (Don) Fort
  • Estate Planning Paralysis: Getting Your Clients to Act in 2023 - Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®

Interested in obtaining an archive of the following programs, all hosted during calendar year 2022, please click HERE.

  • Special Needs Planning: What Estate Planning Practitioners Should Know - Elizabeth Forspan, Esq.
  • Family Matters: How Business-Owning Families Can Work Together for a Unified Future - Claudia B. Sangster
  • Spousal Trusts: Opportunities and Pitfalls - Matthew G. Brown, J.D. 
  • Current Issues in Estate and Gift Tax Audits and Litigation - John W. Porter, B.B.A., J.D., AEP® (Distinguished)
  • An Overview of Planning and Issue-Spotting for Multinational Individuals and Families - Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Rewirement: Rewiring The Way You Think About Retirement - Jamie Hopkins, Esq., MBA, LL.M., CFP®, ChFC®, CLU®, RICP® (View the recording of this program HERE.)
  • Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency - Abigail Earthman, JD, LL.M.
  • Do's and Don'ts of Estate Planning for Millennials - Christine S. Wakeman, JD
  • Ten Ways to Protect Your Client's Digital Assets - Betsy L. Ehrenberg
  • Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) - Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
  • Introducing the In Marriage QDRO® - A Brand New Option  - Marcus T. Foote, JD and Stephanie N. Prestridge, JD  
  • After All That - Lifetime Transfers That Still Work - Louis A. Mezzullo, JD, AEP® (Distinguished)

To obtain an archive of the following pre-2022 programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar you wish to purchase.

  • Estate Planning for Modern Families: Planning for Diversity and Flexibility - Wendy S. Goffe, JD,  AEP® (Distinguished) and Kim Kamin, JD, AEP®
  • Social Security Considerations in Estate Planning - Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
  • The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective - Natalia C. Wilson, JD
  • Planning for Business Owners and Trusts in Light of Changing Income Tax Rates - Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
  • Income Tax Planning for Real Estate Using Estate Planning Techniques - Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
  • 2021 Income Tax Planning Strategies including IRA Strategies - Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
  • Tax-Smart Charitable Giving, Especially with Retirement Assets  - Christopher R. Hoyt, JD, AEP® (Distinguished) 
  • 529 Planning: Happy 25th Birthday  - Susan T. Bart, JD
  • Well-Being Trusts - the Future of Imbuing Trusts with Positivity, Meaning and Purpose  - Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP® 
  • Complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements - James S. Aussem, JD, AEP® (View the recording of this program HERE.)
  • The Future Client and the Future Advisor - George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
  • Post-Election Estate Planning: The Tsunami Continues to Roll In - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
  • Growing your Business and Network in a Virtual World: A "Back to Basics" Multidisciplinary Panel Discussion  - Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists: Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
  • Virtual Shift: How to Work Online with Meetings, Webinars and More  - Dean DeLisle, Founder and CEO, Forward Progress, Inc.
  • Planning for International Families in a time of COVID-19 - Joseph A. Field, Senior Counsel
  • Zen and the Art of Trust Modification - Susan T. Bart, JD
  • Creative Ways to Fund Business Owner Retirement - Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
  • What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19 - Justin Joy, JD, CIPP/US, CIPT
  • Planning Team Revenue Opportunities Generated by New Tax Law - Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
  • Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here? - Timothy S. Reiniger, Esq.
  • Collaboration Matters: Working Together to Produce Extraordinary Results - Albert E. Gibbons, CLU®, ChFC®, AEP®
  • The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals - Steven S. Zeiger, CEBS, TEP 
  • Charitable Giving and Tax Planning Strategies in the TCJA Era - Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
  • Basis Step-Up Strategies in Light of Portability and Tax Law Changes - Steven B. Gorin, JD, CPA, AEP®
  • Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (Download the recording of this program HERE after contacting NAEPC for the password.)
  • The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation - Don Graves, RICP®, CLTC® CSA
  • The Effect of Longevity on Your Life Priorities - Cynthia L. Hutchins, CRPC, CIMA
  • Elder Law and Special Needs Planning - Bernard A. Krooks, JD, CPA, LL.M.(taxation), CELA, AEP® (Distinguished)
  • Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart - Steven J. Oshins, Esq., AEP® (Distinguished)
  • Technology in Your Estate Planning Practice - Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
  • Attorney-Client Privilege in a Team Environment - Kim Kamin, JD, AEP® and David Blickenstaff, JD
  • Leaving a Lasting Legacy - Eric Weiner, Ph.D.
  • The Generational Solution - Leonard Renier
  • Qualified Opportunity Zones - Marc L. Schultz, Esq.
  • Business Clients Succession Planning - Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM  
  • Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests - Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV (View the recording of this program HERE after contacting NAEPC for the password.)
  • Working Well with Widows - Kathleen M. Rehl, Ph.D., CFP®, CeFT® 
  • Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan - Jamie P. Hopkins, JD, MBA, LLM, CFP®  
  • New Developments in Charitable Giving - Lawrence P. Katzenstein, Atty., AEP® (Distinguished) 
  • Complimentary Sponsored Webinar: Longevity Changes Everything When it Comes to Life Insurance Valuation - Jon B. Mendelsohn, CEO and Co-Founder of the Ashar Group/Ashar SMV - Click to watch
  • Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals - Jeffrey N. Pennell, JD
  • High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)  and Jeff Glickman
  • S.A.V.E. Yourself: How to survive the most horrific episodes of life (not your typical estate planning topic) -  Chad Sheehan, Siouxland law enforcement veteran
  • The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them  - Lawrence Brody, JD, LL.M., AEP® (Distinguished) 
  • Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change  - Joshua S. Rubenstein, JD, AEP® (Distinguished) 
  • What the Estate Planner Needs to Know about Roth Retirement Plans  - Natalie B. Choate, Esq., AEP® (Distinguished) 
  • Philanthropic Times, They are a Changing  - Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
  • Professional Collaboration: The Rock Star vs. the Whole Band  - Heidi K. Gardner, PhD
  • Major and Blended Gifts   - A. Charles Schultz, JD, AEP® (Distinguished) 
  • Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare's True Costs - Chuck McDowell, President and CEO of Wesley Financial Group - Click to watch
  • Post-Mortem Estate Planning   - Jeremiah W. Doyle, JD, LL.M. (banking law), AEP® (Distinguished) 
  • DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade! - Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished) 
  • Powers of Appointment, Turney P. Berry, JD, AEP® (Distinguished) 
  • Negative Basis Partnership Freeze, Jerome M. Hesch, MBA, JD, AEP® (Distinguished) 
  • Valuation Issues in Estate Planning, David P. Adams, CPA, ABV, ASA
  • Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?, Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished) 
  • A Potpourri of Planning Ideas with Life Insurance, Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) 
  • Meet the Rileys: Can this Case be Closed?, Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® 
  • Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts, Gideon Rothschild, JD, CPA, AEP® (Distinguished) 
  • The Perfect Modern Trust Including Income Tax Sheltering Opportunities, Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) 
  • Integrating Asset Protection Planning Into Your Estate Planning Practice, Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell, P.C.
  • A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities, Steven J. Oshins, JD, AEP® (Distinguished)
  • A Year in Review: An Estate Planners Perspective - Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
  • Business Succession Planning - Louis A. Mezzullo, JD, AEP® (Distinguished)
  • Life Insurance as an Asset Class - Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
  • Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death? - Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
  • Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There - S. Stacy Eastland, JD, AEP® (Distinguished) 
  • Secondary Planning for Charitable Remainder Trusts (CRTs) - Evan D. Unzelman, President, Sterling Foundation Management, LLC
  • Tax and Estate Planning for Divorce - Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
  • Income Tax Deductions for Charitable Bequests of IRD - Christopher R. Hoyt, JD, AEP® (Distinguished)
  • Tricky GST Issues - David A. Handler, JD, AEP® (Distinguished)
  • Top Ten Estate Planning and Estate Tax Developments of 2016 - Ronald D. Aucutt, JD, AEP® (Distinguished)​​​
  • Life Insurance Policy Valuation: At Best an Art, Not a Science  Lawrence Brody, JD, LL.M., AEP® (Distinguished)
  • Sophisticated Drafting and Administration Issues for Special Needs Trusts    Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
  • Basis Planning  John J. Scroggin, JD, LL.M., AEP®
  • Decanting an Irrevocable Trust: The Ultimate Do-Over  Steven J. Oshins , JD, AEP® (Distinguished)
  • Sophisticated Transfer Planning Strategies for Business Owners  Diana S.C. Zeydel, JD, LL.M.
  • Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets  Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee
  • Financed Life Insurance with Exit Strategies  Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
  • Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax  Jeffrey N. Pennell, JD
  • Estate and Asset Protection Planning for Retirement Benefits   Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC
  • 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!  Turney P. Berry, JD, AEP®
  • Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
  • Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
  • Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished)
  • Increasing Client Receptivity from The Right Side of the Table Todd Fithian
  • The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012  Thomas J. Pauloski, JD
  • Perspectives on the Future of Estate Planning as a Profession  Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
  • Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
  • The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA  Erica Nadeau, CPA & Scott E. Squillace, Esq.
  • The Hybrid Domestic Asset Protection Trust:  a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
  • How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients  Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
  • 2014 Heckerling Institute Highlights  Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
  • Cognitive Errors in Group Decision Making Nancy B. Rapoport
  • In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)
  • Case Studies on In-Home Care: Important Information for Your Clients presented by Care.com Tom Breedlove / Care.com (No fee to participate)
  • Financial Reform: Impact on Your Merchant Account sponsored by LawPay®  Janelle Benefield / LawPay® (No fee to participate)

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