55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018
Speakers & Topics > Download Session Descriptions Here
Wednesday, November 7, 2018
Concurrent Sponsored Morning Bonus Sessions
Life Settlements – The Value Proposition
provided by Berkshire Settlements
From Novelty to Necessity - Pragmatic Social Media for Law Firms
provided by FindLaw, part of Thomson Reuters
199A for Trusts and Estates
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
New Effective Uses of Non-Grantor Trusts for Individual Taxpayers
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Sponsored General Session: Collaborative Planning Opportunities Created through the Valuation of Life Insurance
provided by Ashar Group, LLC
Lisa R. Featherngill, CFP®, Todd A. Fithian, Todd S. Healy, MSW, CLU®, ChFC®, AEP®, CAP®, Jamie L. Mendelsohn and Jon B. Mendelsohn
The Social Media Thicket: Social Media Issues for Estate Planners
Michael H. Rubin, JD
Stupid Charitable Tricks and Common Planning Mistakes
Ramsay H. Slugg, JD
Succession Planning for The Closely-Held Business
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
Thursday, November 8, 2018
Concurrent Sponsored Morning Bonus Sessions
Why the Bridge Trust® is Superior to a Foreign Only or Domestic Only Asset Protection Trust
provided by Lodmell & Lodmell, P.C. / Asset Protection Council®
Douglass Lodmell, JD, LL.M.
Income Tax Aspects of Trusts and Estates
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
How Courts Unravel Asset Protection Trust Strategies & Protecting Your Trust
Louis S. Harrison, JD
Reading, Interpreting and Drafting Trust Distribution Provisions that Work: Say What You Mean and Mean What You Say
Leslie Kiefer Amann, JD, AEP®, TO
A Firearm as a Special Asset: How to Avoid an Accidental Felony
C. Dennis Brislawn, Jr., JD, AEP®
Late Elections Under Section 9100: How Does the IRS Spell Relief?
Beth Shapiro Kaufman, JD
Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities
Steven J. Oshins, JD, AEP® (Distinguished)
Supplemental Concurrent Sessions, offered at 4:15 pm
Roseann Sdoia, Boston Marathon Bombing Survivor
Accredited Estate Planner® Designation from A - Z
For those interested in learning more about or attaining the AEP® designation, the session offers an opportunity to have your
questions 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 only national board certification in estate planning and will be led by a member of the Estate Law Specialist Board.
Friday, November 9, 2018
Estate Planning Current Developments and Hot Topics
Steve R. Akers, JD, AEP® (Distinguished)
Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
Don’t Worry Retire Happy: Seven Steps to Retirement Security
Tom Hegna, CLU®, ChFC®, CASL®
Cost & Registration
We are grateful for the support our sponsors & exhibitors, including:
Marriott Harbor Beach Resort & Spa
Breathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Situated along a quarter-mile of private beach, the hotel provides tropical tranquility while also offering easy access to attractions including Las Olas Boulevard and Fort Lauderdale Airport.
The NAEPC room rate is $245 for a standard room with an optional Resort Amenity Package of $25/night (single/double occupancy, exclusive of taxes and fees). Additional room and suite options are available. Complimentary guestroom internet is available to Marriott Rewards members and all guests receive complimentary access to the fitness center. Reservations may be made online or by calling 1-954-525-4000 and referencing group code "NAEPC." Reservations must be made by Friday, October 12, 2018.
Continuing Education Credit
The conference offers up to 17 hours of continuing education credit. Approvals began to arrive approximately 2 months prior to the conference and will continue to do so until just prior to the conference; status can be monitored on a special page that will be added to this website. Individual states determine the total number and types of credits awarded.
The following credit will be requested in all states: insurance, legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Wednesday, November 7th, Thursday, November 8th and Friday, November 9th. Individual states determine the total number and types of credits awarded. Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.
IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
Partial credit for this program is not available. Insurance professionals must attend every session on Wednesday, November 7th, Thursday, November 8th and Friday, November 9th to receive credit.
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. This program is recommended for a total of 17 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.
Continuing education credit is administered by the Society of FSP.
The Conference Committee prides itself on creative and adventurous companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference! Our 2018 tours will be:
Wednesday, November 7th - Florida Everglades Tour
9:00 am - 1:30 pm
The Everglades are a rare and beautiful place and one of North America's unsung wild places - a captivating, rugged, subtropical landscape experienced by a relatively few adventurous souls each year. It is a resource important not only for its natural heritage and spiritually enriching powers, but for its commercial and recreational values as well. Our day begins with a short bus ride, followed by a private and covered airboat excursion. Following the boat ride, attendees will experience a Gator Boys Alligator Rescue Show, during which these experienced trappers who hand-capture alligators will share their knowledge and expertise. A boxed lunch will be provided before returning to the hotel. We'll provide the ear plugs for the boat ride, but don't forget to bring your camera for this day of adventure!
This tour is rain or shine unless lightning occurs. Comfortable clothes, non-slip shoes, sunscreen, sunglasses and hats are recommended.
Thursday, November 8th - Art on Las Olas, a Walking Tour
9:30 am - 2:30 pm
Named for an early oceanfront estate, Las Olas (“the waves” in Spanish) has been the most prominent thoroughfare through Fort Lauderdale since the first days of its settlement. This noted boulevard takes us from the heart of downtown Fort Lauderdale, through a quaint and walkable shopping district, past the fabled “isles” that have earned the city the nickname “Venice of America”, and all the way to beautiful Fort Lauderdale Beach. Las Olas Boulevard is teeming with history and culture and cherished as a welcome respite from the suburbs. The day will begin with short bus ride to the beginning of our walking tour, which includes three private presentations by gallery owners, staff or artists, and a bit of time to explore Las Olas and enjoy lunch at your leisure.
This tour is rain or shine. Please wear comfortable clothing and walking shoes. Galleries will be selected based on the most compelling exhibit at the time of year in which we are visiting.
Tours and timing subject to change. Your safety is our priority. While we make every effort to host the tours as planned, weather or factors our of our control may create a need for a substitute program. In the event weather impacts our abililty to provide the published tour, a substitute event will be provided.