NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Presented by National Association of Estate Planners & Councils
Wednesday, December 8, 2021
3:00pm - 4:00pm ET
Speaker: Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
As the traditional nuclear family has changed because of evolving social and legal norms as well as scientific and technological developments, estate planning professionals must be prepared both for issue spotting and thoughtful problem solving with regard to issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. This discussion will touch upon a potpourri of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); and other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion) . . . and more!
Wendy S. Goffe is a partner with the law firm of Stoel Rives LLP, Seattle, Washington with thirty years of experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples. She has also worked extensively with living artists, artists’ estates and foundations, art collectors, museums and cultural organizations, and other diverse creative clients. She has been interviewed by and written for many national publications and was previously a contributor to Forbes.com. Ms. Goffe was a member of the Executive Committee of the Estate Planning Council of Seattle.
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Kim Kamin, JD, AEP®, is a Principal at Gresham Partners, LLC, an independent wealth management firm currently serving select ultra-high net worth families nationally. At Gresham, Ms. Kamin is the Chief Wealth Strategist, leading the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at a large Chicago law firm where she practiced in trusts and estates for many years. She is an adjunct professor at Northwestern University Law School, on faculty with the University of Chicago Business School Executive Education, on the Editorial Advisory Board of Trusts and Estates Magazine, an ACTEC Regent, Estate Planning Domain Chair for the UHNW Institute, and immediate past president of the Chicago Estate Planning Council.
REGISTER HERE for the individual program. To purchase the 2021 webinar series, please click HERE.
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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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Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year 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.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded 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.
Questions
Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.