NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Presented by National Association of Estate Planners & Councils
Wednesday, April 21, 2021
3:00pm - 4:00pm ET
Speaker: Richard S. Franklin, JD, LL.M. and Raymond C. Odom, JD, CFP®
In this program, speakers, Ray Odom and Richard Franklin will provide ideas, examples and language to prepare trusts and other estate planning documents that are designed to improve well-being. They will show how to build positivity, meaning and purpose into trusts, using positive psychology’s empirical research and other data to support family well-being and flourishing. Ray will review positive, research based ways to spend that increase well-being (there’s a shocking absence of such information in trusts & estate literature) and share a “benevolence” model to consider in all wealth transfers. Richard will provide a model for trustees to use in building a well-being baseline and beyond.
Richard S. Franklin focuses on estate planning, trusts and estate administration, and beneficiary and fiduciary representation. He is a member of the District of Columbia and Florida Bars, a Fellow of the American College of Trust and Estate Counsel and serves on its Tax Policy Study Committee. Richard has spoken at numerous estate planning programs around the country, including the University of Miami’s Heckerling Institute on Estate Planning, ACTEC, the American Bar Association, state and local bars, estate planning councils, and charities such as the Carter Center, to name a few. He has also written extensively on estate planning topics for various publications including the ACTEC Law Journal, The Washington Lawyer, Trusts & Estates, Estate Planning, and the Bloomberg/BNA Estates, Gifts & Trust Journal.
Raymond C. Odom is a Senior Vice President at Northern Trust - Chicago. He serves as Director of Wealth Transfer Services in the Wealth Management division. Ray serves as a national subject matter expert in wealth transfer planning. Ray works with The Northern Trust Foundation & Institutional Advisers and Wealth Management partners and clients to provide valuable estate planning and charitable giving ideas to clients, prospects and professional advisers. Ray has a B.A. from Valparaiso University and a J.D. from The Ohio State - Moritz College of Law. He is an attorney licensed to practice law in Illinois and before the U.S. Tax Court. In addition, Ray is a Certified Financial Planner (CFP). Ray is a Fellow in the American College of Trust and Estate Counsel (ACTEC). He is a current member of the Chicago Estate Planning Council and is on the advisory council for the Hadley (f/k/a Hadley Institute for the Blind and Visually Impaired) Winnetka, Illinois and the Northern Illinois Food Bank in Geneva, Illinois.
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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.
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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
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