59th Annual NAEPC
Advanced Estate Planning Strategies Conference
Who Should Attend?
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
Presenters & Topics
Wednesday, November 16, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops
Option #1: Oil & Gas, Renewable Energy, Farm & Ranch, and Timber Assets: Fiduciary Duty & Challenges
Wes Turiano
Session provided by Farmer's National Company
Option #2: Business Valuation Essentials for Attorneys
Evan Levine, CHFC & Nainesh Shah, CFA, CVA
Session provided by Complete Advisors
Federal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Understanding Blockchain and Digital Assets
Ric Edelman
Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie L. Mendelsohn & Jon B. Mendelsohn
Session provided by Ashar Group
Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives
Raymond C. Odom, CFP®
Impact of the Buy-Sell Agreement on Estate Planning for Business Owners
April Caudill, JD, CLU®, ChFC®, AEP®
The Ethical Dilemmas We Tromp Over and Why
Marianne M. Jennings, JD
Thursday, November 17, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops
Option #1: Advanced, Sustainable Digital Marketing Techniques Designed to Scale Your Practice Ethically
Tom Foster
Session provided by Foster Web Marketing
Option #2: Life Insurance & the Estate Plan - Don't Let Cocktails, Coronaries, and Cannabis Derail the Planning Process
Dennis C. Bartos, PA
Session provided by AgencyONE
Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning
Abigail Rosen Earthman, JD, LL.M.
Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) & Kim Kamin, JD, AEP®
Estate of Michael J. Jackson v. Commissioner, T.C. Memo 2021-48: The Lessons Learned
Michael A. Perlmutter, JD, CPA, CVA, ABAR
Supplemental Private Session for Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
Friday, November 18, 2022 - the day begins with breakfast at approximately 7:30 am
Supplemental Concurrent Breakfast Sessions
Accredited Estate Planner® Designation from A - Z
This session offers an opportunity to have your questions about the AEP® designation answered by the experts at NAEPC.
Getting Started on the Path to Specialization with the Estate Planning Law Specialist Certification
This session is for actively-licensed attorneys who are interested in learning more about the EPLS certification.
Special Needs Planning – How to Plan for Beneficiaries with Disabilities
Elizabeth Forspan, JD
How to Taylor Your Trust for a Swift Resolution: You are Never Ever Reaching Those Assets. Ever.
Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
Recent Developments in Fiduciary Litigation
Meghan Gehr Hubbard, JD
