National Association of Estate Planners and Councils

61st Annual NAEPC 
Advanced Estate Planning Strategies Conference
& Council Leadership Conference

October 20 - 24, 2024 - Anaheim, California
Disneyland® Resort

COLLABORATE    EDUCATE    CULTIVATE

 

Click Here to Add the Conference to Your Calendar

Who Should Attend?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.  The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

Click on the image to the right to hear a special message from NAEPC President,
Kit Mac Nee >>

The Council Leadership Conference

The post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, October 23, 2024 and conclude at approximately 12:00 pm on Thursday, October 24, 2024. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and additional time during the evening of Wednesday, October 23, 2024 to spend time with other leaders. 

Who should attend?  The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive. 

Council Leaders & Board Members:  View your schedule and learning pod choices on the green page of the brochure.

Council Paid Staff Executives / Administrators:  Your schedule follows (also shown in brochure):

Wednesday, October 23, 2024  
8:00 am - 12:30 pm Development Session (Breakfast & Session)
12:30 pm - 1:30 pm General Luncheon
2:00 pm - 3:45 pm Learning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pm  Council by Size Session #1 with Leaders
5:00 pm - 7:00 pm Annual Awards Reception with Leaders
6:30 pm Private Staff Executive / Administrator Dinner
   
Thursday, October 24, 2024  
7:00 am - 8:00 am Breakfast 
8:00 am - 9:35 am Session with Webmaster (those with NAEPC-hosted website)
  Learning Pod #3 and #4 (those without NAEPC-hosted website)
9:40 am - 10:45 am Learning Pod #5 with Leaders & Conversation Break
10:45 am - 12:00 pm Council by Size Session #2 with Leaders
12:00 pm Council Leadership Conference Ends

Presenters & Topics

NAEPC Estate Planning Hall of Fame® Members
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)  
Recent Developments in Cross Border Planning:Offshore Trusts and Expatriation - Solutions or Illusions?

Samuel A. Donaldson, JD, LLM, AEP® (Distinguished) 
Federal Tax Update

Stephanie Loomis-Price, JD, AEP® (Distinguished) & Briana Loughlin, JD
Litigator's Lessons Learned

Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) & Kyle C. Martin
A View from Both Sides of the Table: Avoiding Planning Pitfalls That May Trigger Compliance Issues

And Industry Experts
Edward Beckwith, JD, LL.M. 
The Essential Charitable Planner

Jocelyn Margolin Borowsky, JD, LL.M. & Elizabeth King, JD, LL.M. 
Nowhere to Run, Nowhere to Hide - the Corporate Transparency Act and Modern Trust Planning

April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) Nominee  
Family Business Succession Planning After Connelly: Legal and Practical Considerations

Forest J. Dorkowski, JD, LL.M. (taxation)
Charitable Giving through Individual Retirement Accounts (Bonus Workshop)

Elizabeth R. Glasgow, JD, LL.M. & Jennifer Van Duzer  
Some Reasonable Estate Planning Steps for the Middle Tier Family 

Paul R. Greenwood, JD, LL.B.
What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs

Peter M. Hershon, CLU®, ChFC®
The Secondary Market for Life Insurance: Current Trends, New Applications

John P. Hussman, Ph.D. 
Strategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions

Jeffrey K. Lambert
Family Funeral Readiness - A Real-Life Case Study (Bonus Workshop)

Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP® 
Estate Planning Paralysis: Getting YOur Clients to Act

Ferdinando L. Mirarchi, DO, FAAEM, FACEP 
Patient Safety Concerns with Living Wills & Advance Directives

Richard W. Nenno, JD, AEP® & Vincent C. Thomas
State Income Taxation of Trusts: California, New York, and Beyond

Nancy B. Rapoport, JD
Artificial Intelligence: Benefits and Ethical Pitfalls

Wes Turiano
Oil & Gas Assets: Estate and Gift Planning Opportunities and Challenges

BROCHURE

Registration and Cancellation Policy

Register by August 12th for Early Bird Savings!
Regular pricing applies to registrations received August 13 - September 24 and late pricing applies to registrations received September 25th or later.

Cancellation / Transfer: A request for a cancellation / transfer must be received via email to conference@naepc.org. A full refund for a cancellation will be granted if notice is received on or before 09/20/24. Those who cancel between 09/21/24 and 10/04/24 will forfeit a $200 administrative fee. No refunds will be granted after 10/04/24 for any reason; requests to transfer registration to another individual will be accommodated. 

Become a Sponsor or Exhibitor

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

Documents & Logistics Information for Registered Sponsors & Exhibitors

 

Who Should Attend the Advanced Estate Planning Strategies Conference?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.  The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. 

About The Council Leadership Conference

The post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, October 22, 2025 and conclude at approximately 12:00 pm on Thursday, October 23, 2025. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and a special dine around on Wednesday evening to spend time with other leaders. 

Who should attend?  The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive. 

Become a Sponsor or Exhibitor

We invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

Overnight Accommodations

Planning ahead?  You are now able to make hotel reservations at the Gaylord National Resort & Convention Center!  The NAEPC room rate is $279/night (before taxes and fees) plus a $22/night resort fee that provides several amenities.  Additional room types are available at discounted rates. Make your reservation today.

Looking to make a vacation out of your trip?  The special NAEPC room rate may be avaialble three days pre-conference and three days post-conference, pending availability. 

 

We are grateful to all of the sponsoring firms that allowed us to provide members and guests with an exceptional conference in October 2024,
including those shown below.  Please learn more about each by clicking on the firm's logo.

PREMIER SPONSORS

 

             

 

PARTNER SPONSORS

                    

 

 

 

 

 

 

 

 

 

 

 

See upcoming conference information.