58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference

Date: Tuesday, November 2, 2021
Time: 11:00am - 6:00pm
Location: Virtual Meeting
Speaker: Your Favorite Nationally-Recognized Experts

58th Annual
NAEPC  Advanced Estate Planning Strategies
Virtual Conference

November 2 - 4, 2021

Who Should Attend?

The 58th Annual NAEPC Virtual Advanced Estate Planning Strategies 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.  


Schedule of Events

Tuesday, November 2, 2021

     
11:00 AM       Doors Open
11:00 AM 12:00 PM    Networking & Exhibit Hall Open
11:30 AM 12:00 PM Exclusive Sponsor Bonus Session 
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:35 PM NAEPC Annual Meeting & Election
12:35 PM 12:40 PM Presentation of  Axley Lifetime Service Award to Natalie B. Choate, Esq., AEP® (Distinguished)
12:50 PM 1:50 PM Recent Developments in Estate Planning (CE Session)
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
1:50 PM 2:20 PM Networking & Exhibit Hall Open
2:20 PM 3:20 PM The 203 Best & Worst Planning Ideas for Your Client's Retirement Benefits (CE Session)
Natalie B. Choate, Esq., AEP® (Distinguished)
3:20 PM 3:50 PM Networking & Exhibit Hall Open
3:50 PM 4:50 PM Just Like Starting Over – Decanting and Trust Modification (CE Session)
Amy K. Kanyuk, JD
5:00 PM 5:05 PM Closing Remarks
5:15 PM 5:45 PM Concurrent Sponsor Bonus Sessions
5:15 PM 6:00 PM Networking & Exhibit Hall Open
  6:00 PM Doors & Exhibitors Close
  6:00 PM Sponsored Social Event
     

Wednesday, November 3, 2021

     
11:00 AM   Doors Open
11:00 AM 12:00 PM Networking & Exhibit Hall Open
11:30 AM 12:00 PM Concurrent Sponsor Bonus Sessions 
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:40 PM The Accredited Estate Planner® Designation from A - Z
12:50 PM 1:50 PM Income Tax Reform Including the Impact on Estate Planning (CE Session)
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
1:50 PM 2:20 PM Networking & Exhibit Hall Open
2:20 PM 3:20 PM The Thief in your Family - Forensic Accounting (CE Session)
Tiffany R. Couch, CPA/CFF, CFE 
3:20 PM 3:50 PM Networking & Exhibit Hall Open
3:50 PM 4:50 PM The New Normal for Charitable Tax Planning (CE Session)
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
5:00 PM 5:05 PM Closing Remarks
5:15 PM 5:45 PM Exclusive Sponsor Bonus Session 
5:15 PM 6:00 PM Networking & Exhibit Hall Open
  6:00 PM Doors & Exhibitors Close
  6:00 PM Sponsored Social Event
     

Thursday, November 4, 2021

     
11:00 AM   Doors Open
11:00 AM 12:00 PM Networking & Exhibit Hall Open
11:30 AM 12:00 PM Concurrent Sponsor Bonus Sessions 
12:10 PM 12:20 PM Welcome & Opening Remarks 
12:20 PM 12:40 PM NAEPC Estate Planning Hall of Fame® Induction Ceremony 
12:40 PM 1:40 PM Possible Estate and Income Tax Changes Affecting Estate Planning (CE Session)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
1:40 PM 2:10 PM Networking & Exhibit Hall Open
2:10 PM 3:10 PM Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (CE Session)
Dana G. Fitzsimons, Jr., JD
3:10 PM 3:40 PM Networking & Exhibit Hall Open
3:40 PM 4:40 PM Psychological Implications of Business Succession Planning (CE Session)
Stephan R. Leimberg, JD, AEP® (Distinguished)
4:50 PM 4:55 PM Closing Remarks
4:55 PM 5:30 PM Networking & Exhibit Hall Open
  5:30 PM Doors & Exhibitors Close

 


Registration Cost and Cancellation Policy

Member Type Registration Fee
Accredited Estate Planner® Designee or
Estate Planning Law Specialist Certificant
Complimentary
At-Large Member or Member of An Affiliated Local Council $95
Non-Members and Guests $250


The registration fee provides an "all access pass" so you can come and go as you please during the event, choosing sessions that are most meaningful to you and your practice and visiting with sponsors and exhibitors at a time that is convenient for your schedule. 

Registration is expected to open in June 2021.

Cancellation must be received in writing by Friday, October 29, 2021 to receive a refund.  Cancellations received on or after Saturday, October 30, 2021 are not refundable, but can be transferred to another individual.


Continuing Education Credit

Continuing education credit will be requested for Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor* (CTFA) designees and will be available for Accredited Estate Planner® (AEP®) designees.  Credit and certificates of completion will be available only to those who attend the LIVE VIRTUAL conference general sessions and complete attendance verification requests if prompted. In addition, a certificate of completion will be available for those who are able to self-file, attend the LIVE program, and complete attendance verification requests if prompted.  

Approval status will be communicated on this page approximately two months prior to the conference.  

The 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference will not be filed for state legal or insurance credit or accounting credit.  A certificate of completion will be available for those professionals within these disciplines who are able to self-file/report, attend the LIVE program, and complete attendance verification requests.  


We are grateful to all of the sponsoring and exhibiting firms that planned on supporting the 57th Annual Conference and that have decided to be with us for the 58th Annual Conference in Las Vegas, especially those at the Premier and Partner level of support.  We encourage you to familiarize yourself with and to continue to visit with these organizations throughout the year.

Premier Sponsor
              
 

Partner Sponsors

    




Sponsor & Exhibitor Opportunities   

NAEPC offers a unique and affordable opportunity to connect with members at the annual conference, many of whom report back to their affiliated local estate planning council about their experience! 

Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year, this year being held virtually.

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences.  Please contact Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303 with questions or to be added to our distribution lists.

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