NAEPC Webinar: Planning for International Families in a time of COVID-19
Presented by National Association of Estate Planners & Councils
Wednesday, October 14, 2020
3:00pm - 4:00pm ET
Speaker: Joseph A. Field, Senior Counsel
This presentation will deal with a number of topics, including what is special for the American practitioner about international families, and what it is they are looking for from their advisor. We will briefly review how they achieve these goals and the tools that are employed to get them there. We will also look at some of the impediments which have arisen in recent years and some particular problems associated with COVID. The program will end with some speculation on where we are headed and a few conclusions.
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Joe Field represents international families on structuring their estate planning as well as financial institutions on a variety of financial services, particularly with respect to life insurance.He was the recipient of the Private Asset Management Outstanding Achievement Award for 2018; recipient of the Founders’ award for outstanding achievement from the Society of Trust and Estate Practitioners (STEP); and Head of International Special Interest Group for the Society of Trusts & Estates Practitioners (STEP) 2018-2020.
Mr. Field is a graduate of Princeton University (AB Magna cum Laude) and the Columbia School of Law (JD). He is a member of the California Bar, the New York Bar and the Bar of the District of Columbia. While in France, he was a Conseil Juridique and was a Registered Foreign Lawyer in the United Kingdom and Hong Kong.
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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.
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2024 Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during 2024 for one discounted fee.
| Individual | Series | Type |
|---|---|---|
| $40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
| $40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
| $60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
| $100 | $700 ($900 value) | Non-member |
| $250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
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 complimenary basis! Participants must create an account and then register for the webinar they would like to attend.