59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
Marriott Harbor Beach Resort & Spa
|COLLABORATE EDUCATE CULTIVATE|
Presenters & Topics
Tuesday, November 15, 2022 - the day begins with breakfast at approximately 7:00 am
Pre-Conference Sessions for Estate Planning Council Officers, Directors & Staff
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: Fiduiciary Duty & Challenges
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
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
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 Agency One
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
- The first event for attendees participating in the Pre-Conference Sessions for Estate Planning Council Leaders (breakfast) will begin at 7:00 am on Tuesday, November 15, 2022.
- The first event for attendees participating in only the educational component of the conference will be the Welcome Reception, scheduled at approximately 5:00 pm on Tuesday, November 15, 2022.
- Sponsor and exhibitor booth set up will begin the morning of Tuesday, November 15, 2022. Tear down takes place the afternoon of Thursday, November 17, 2022.
- The conference concludes at approximately 12:00 pm on Friday, November 18, 2022.
The formal schedule will be available soon.
Pre-Conference Sessions for Council Leaders
The pre-conference sessions, also known as Council Leadership Day, will take place on Tuesday, November 15, 2022. Sessions will begin at 8:00 am with the first of multiple "learning pods" (small, topic-based workshops where council leaders share experiences and learn from one another). We'll honor our councils during a luncheon, learning pods continue, and the day will conclude with additional sharing sessions by council size and an opening reception.
Who should attend?
The day is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC. NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive.
Council Executive (paid staff) attendance at Tuesday's Pre-Conference Sessions is encouraged and the registration fee is waived to allow them to do so. For this special group of individuals, we also offer time with the NAEPC Webmaster, a private dinner on Tuesday evening with the national office team, and a half-day development session on Wednesday morning. Please register using the Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders option, making sure to check "Council Executive" during the registration process.
Registration Cost and Cancellation Policy
Send us an email if you'd like to be added to our distribution list.
Register Early and Save!
Early pricing applies to registrations received on or before August 19, 2022.
Late pricing applies to registrations received after October 18, 2022.
Council Leadership Day and technical education sessions, presentation materials, and conference
Council Executives (paid council staff) attend with the registration fee waived.
> $50 Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50 Home State Discount for Members of any Council in the State of Florida
> $100 NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)
Cancellations must be received in writing or via email to firstname.lastname@example.org. A full refund will be granted if notice is received on or before October 18, 2022. Registrants who cancel between October 19, 2022 and October 31, 2022 will forfeit a $150 administrative fee. No refunds will be granted after October 31, 2022; requests to transfer registration to another individual will be accommodated.
A member is defined as an Accredited Estate Planner® designee, Estate Planning Law Specialist certificant, At-Large Member of NAEPC, or leader of an affiliated local estate planning council. The member rate is also extended to members of affiliated local estate planning councils. > Learn more about membership in NAEPC
We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.
The NAEPC room rate is $259 (single / double occupancy, exclusive of tax) plus a $15 resort fee. Reservations for overnight accommodations must be made on or before Monday, October 17, 2022 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.
Please contact the NAEPC office at email@example.com or 866-226-2224 if you experience any trouble during the booking process.
We are grateful to the sponsoring firms that allow us to provide members and guests with an exceptional conference each year. Please learn more about each by clicking on the logos below.
Health & Safety
At this time we have not determined what, if any, health and safety measures will be in place for the program. Details will be communicated clearly and are expected to be available mid-September. Your patience is appreciated as we navigate the months ahead.
Continuing Education Credit
Continuing education credit is administered by the Society of FSP. The conference offers up to 17 hours of continuing education credit; individual states determine the total number and types of credits awarded. Approvals begin to arrive approximately two months prior to the conference and will continue to do so until the event begins.
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 16th, Thursday, November 17th and Friday, November 18th. License numbers are requested in advance and required on-site in order to receive credit. NAEPC does not file the program for legal specialization credit - please contact our office if you require this type of credit so we can investigate its availability.
IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
Partial credit for this program is not available. Insurance professionals must attend every session on Wednesday, November 16th, Thursday, November 17th and Friday, November 18th to receive credit. Insurance credit is not available to those who register for a single day pass.
While the 59th Annual Conference will not have a formal companion program, we do plan on making sure those who accompany a regular registrant feel warm and welcome. A Social Registrant package is available that includes the Tuesday evening reception, Wednesday breakfast & reception, Thursday breakfast, and Friday breakfast. Please make sure to share the name and full contact details of conference companions at the time of registration so we can communicate directly with them.
Additional plans are being created; please check back for more information.
We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences.
Please contact Ed Socorro at firstname.lastname@example.org or 312-600-5303 with questions or to be added to our distribution lists.
NAEPC Event Conduct Statement
All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.
*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.