NAEPC Webinar: After All That - Lifetime Transfers That Still Work!
Presented by National Association of Estate Planners & Councils
Wednesday, January 19, 2022
3:00pm - 4:00pm ET
Speaker: Louis A. Mezzullo, JD, AEP® (Distinguished)
Many of our favorite estate planning techniques were threatened with being taken away or dramatically changed. Where do things stand now, and what do we need to know as estate advisors to our clients?
In this advanced program, Lou Mezzullo will discuss recent tax code changes that affect estate planning. He will offer practical suggestions as to how to deal with the changes. Join us to get expert analysis on the changing landscape in Washington.
Louis A. Mezzullo is of counsel with Withers Bergman LLP, practicing principally in California. Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland. He is a past Chair of the American College of Tax Counsel, Past President of the American College of Trust and Estate Counsel, and a past Chair of the ABA Section of Real Property, Trust and Estate Law.
REGISTER HERE for the individual program. To purchase the 2022 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.
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.