51st Annual Conference - NAEPC

51st Annual Conference

Registration Information

Council Leadership Day Package

Includes Council Leadership Day sessions on Wednesday, November 5, 2014, sponsor bonus and technical education sessions on Thursday,November 6, 2014 & Friday, November 7, 2014, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $900 

Educational Package

Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 6, 2014 & Friday, November 7, 2014, presentation material, and Thursday and Friday breakfasts & luncheons.  $800 member* / $950 non-member

Presenters

Thursday, November 6, 2014

• Robert S. Keebler, CPA, MST, AEP® (Distinguished) ∙ 15 Best Planning Ideas for 2014 and Beyond
• Todd A. Fithian ∙ The True Frontier of Estate Planning: Effective Collaboration
• Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) Nominee ∙ Planning for an Aging Population: Your Clients, Your Parents, and Someday You!
• Repeated Breakout Sessions
  • Susan T. Bart, JD ∙ Decanting: Refining a Vintage Trust
  • Elizabeth L. Morgan, JD ∙ Life Insurance, Annuities, and Captive Insurance as Tools for Domestic and International Estate & Tax Planning
  • Thomas Rogerson ∙ Family Communication, Values, Mission, Philanthropy - How Do You Help a Client Get Started?
• Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) ∙ Hot Income Tax Tips for Estate Planners

Friday, November 7, 2014

• Jeffrey N. Pennell, JD ∙ Annual Update
• Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) Nominee ∙ Tax Traps Involving Life Insurance
• Jerome M. Hesch, JD, AEP® (Distinguished) ∙ Reality of Sale: Dealing with the 10% Myth for Seeding Installment Note Sales to IDGTs and BDITs
• Jonathan G. Blattmachr, Esq., AEP® (Distinguished) ∙ Supercharged Shelter Credit Trust vs. Portability: It's Not that Complicated to Choose the Best
• S. Stacy Eastland, JD, AEP® (Distinguished) ∙ Some of the Best Charitable Planning and Estate Planning Ideas We See Out There in the New 2014 Tax Environment©
• Stanley M. Johanson, JD, LL.M., AEP® (Distinguished) ∙ Recent Developments Affecting the Estate Planning Practice