56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada

Date: Tuesday, November 5, 2019
Time: 7:00am - 5:00pm
Location: The Cosmopolitan of Las Vegas


Online Registration Form
Download the Early Bird Brochure

Speakers & Topics  

Who should attend?
The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  Educational sessions take place the entire day of Wednesday, November 6, 2019 and Thursday, November 7, 2019 and end at 12:15 pm on Friday, November 8, 2019. 

Wednesday, November 6, 2019 Speaker Schedule

Supplemental 7:00 am Bonus Session: Small Business Gifts to CRTs and DAFs
Gregory W. Baker, JD, ChFC®, CFP®, CAP
Session provided by RenPSG

Estate Planning Tips and Nuggets
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)

Life Settlement Legal and Ethical Responsibility
Jon B., Jamie L. and Jason T. Mendelsohn
Session provided by Ashar Group, LLC   

Traps for the Unwary – Some Estate Planners’ Proscriptions and Conundrums
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Jeffrey Schoenblum, JD, AEP® (Distinguished)         

Ethics of Negotiation
Michael H. Rubin, JD
*Ethics credit will be requested for this session.

Financial Issues for the Recent Widow or Widower
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)         

Valuation:  How to Read and Critique an Appraiser’s Appraisal
Stephanie Loomis-Price, JD, AEP® (Distinguished)                            

Thursday, November 7, 2019 Speaker Schedule

Current Developments in Estate Planning
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)   

Beyond the Numbers: Understanding Forms 1041 / 706 / 709
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

Concurrent Breakout Sessions
   Traps for the Unwary – Some Estate Planners’ Proscriptions and Conundrums, continued
   Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) and Jeffrey Schoenblum, JD, AEP® (Distinguished)         

   Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
   Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®

   Planning for Parents of Minors
   Sarah Moore Johnson, JD

   New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
   Abigail Rosen Earthman, JD, LL.M.           

   Preparing the Next Generation for What's Ahead
   Donna E. Trammell

Supplemental Private Session for Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants 

Friday, November 8, 2019 Speaker Schedule

Supplemental Concurrent Breakfast Sessions (Optional)
   Accredited Estate Planner® Designation from A - Z
   For those interested in learning more about or attaining the AEP® designation, this session offers the perfect 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 EPLS certification, the only national board
   certification in estate planning.

Estate Planning and Trust Management for a Brave New World: It’s all in the Family… What’s a Family?
R. Hugh Magill, JD, AEP® (Distinguished)               

Charitable Giving with Retirement Assets: Strategies, Traps and Solutions
Christopher R. Hoyt, JD, AEP® (Distinguished)

Powers of Appointment: Basics, Basis, and Beyond                         
Turney P. Berry, JD, AEP® (Distinguished)


We are grateful for the support our sponsors & exhibitors, including:

Premier Sponsors

              

Partner Sponsor

     


Pre-Conference Sessions (also known as Council Leadership Day)

Council Leadership Day will take place on Tuesday, November 5, 2019.  Sessions will begin at 8:00 am with the first of multiple "learning pods".  The association's annual meeting and council awards ceremony will take place during a luncheon, learning pods will continue, and the day will conclude with sharing sessions by council size and an opening reception.  > See the notes from 2018

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.  Please contact NAEPC if your council is not affiliated and you are interested in attending.

What's a "learning pod"?  
Learning pods are small group workshops where council leaders can share their experience and learn from one another, all based on a single subject.  At the time of registration attendees will be asked to choose their sessions from a list of topics, allowing you to focus on what is most important to your council right now.  If your council is sending multiple leaders, please make sure to register for different sessions so you receive the full benefit of the day.

Special Note for Council Executives (Paid Staff)
Council Executive attendance for Tuesday's Pre-Conference Sessions is encouraged.  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.  The registration fee is waived for council executives. 


Registration Options, Cost, and Cancellation Policy


Early pricing applies to registrations received on or before September 30, 2019.
Late pricing applies to registrations received after October 18, 2019.

Registration Options

Member* 

Non-Member 

Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders 
(for Council Leaders & Executives Only)

Council Leadership Day and technical education sessions, presentation materials, and conference breakfasts, luncheons and the Tuesday and Wednesday evening receptions.

Council Executives (paid council staff) attend with the registration fee waived.  Sessions for these individuals begin Tuesday morning and conclude on Wednesday following lunch.

$1,175 early
$1,225 regular
$1,275 late

 

Advanced Estate Planning Strategies Conference

Technical education sessions, presentation materials, Wednesday - Friday breakfasts and luncheons, and the Tuesday and Wednesday evening receptions

$1,045 early
$1,095 regular
$1,145 late

$1,270 early
$1,320 regular 
$1,370 late

Single Day Pass for Tuesday, November 5, 2019

Council Leadership Day sessions and materials, breakfast and lunch on Tuesday, and the Tuesday evening reception

Council Executives (paid council staff) attend with the registration fee waived.  Sessions for these individuals begin Tuesday morning and conclude on Wednesday following lunch.

$200 early
$250 regular
$300 late

 

Single Day Pass for Wednesday, November 6, 2019

Wednesday's education sessions and presentation materials, breakfast and lunch on Wednesday, and the Wednesday evening reception

*No insurance credit available

$445 early
$495 regular
$545 late

$520 early
$570 regular
$620 late

Single Day Pass for Thursday, November 7, 2019

Thursday's education sessions and presentation materials, breakfast and lunch on Thursday

*No insurance credit available

$445 early
$495 regular
$545 late

$520 early
$570 regular
$620 late

Single Day Pass for Friday, November 8, 2019

Friday's education sessions and presentation materials, breakfast and a heavy late-morning break on Friday

*No insurance credit available

$275 early
$325 regular
$375 late

$325 early
$375 regular
$425 late

Conference Materials Only

Digital access to the full conference materials provided post-conference for those who are unable to join us
in-person in Las Vegas.

$195

$245


 

Additional Discounts

> $50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50    Host Council Discount for Members of Nevada Councils
> $100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

Cancellation Policy
Cancellations must be received in writing or via email to conference@naepc.org.  A full refund will be granted if notice is received on or before 09/13/19.  Registrants who cancel between 9/14/19 and 10/18/19 will forfeit a $100 administrative fee.  No refunds will be granted after 10/18/19.  Requests to transfer registrations to another individual will be accommodated.

*Membership Status
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 available to members of affiliated local estate planning councils.  > Learn more about membership in NAEPC


The Cosmopolitan of Las Vegas

A special block of rooms has been reserved for conference attendees at the hosting property, The Cosmopolitan of Las Vegas.  The NAEPC room rate is $219 plus a $25 resort fee* (single/double occupancy, exclusive of applicable state and local taxes) .  Additional room options are available. 

To reserve, click HERE for online reservations or phone 855-435-0005 and reference group code SNAEP9.  Reservations must be made by Friday, October 11, 2019 to guarantee the group rate and availability.  The group rate may be available three days pre- and post-conference, based on availability.

*Includes high-speed internet, 24-hour fitness center access, unlimited local, toll-free, and domestic long distance telephone calls, and tennis court access.  


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 6th, Thursday, November 7th and Friday, November 8th.  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 6th, Thursday, November 7th and Friday, November 8th to receive credit.  Insurance credit is not avaialble to those who register for a single day pass.

Continuing education credit is administered by the Society of FSP.  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.


Companion Registration Options and Tour Program

Multiple options are available for those who are accompanying a registrant to the conference, but who will not be attending the educational sessions.  Companion tours will be offered on Wednesday, November 6, 2019 and Thursday, November 7, 2019 and information on the programs will be posted soon will be posted soon.  Please register companions and the primary attendee at the same time.  

Registration Options

Cost

Companion Tour Package Registration - Recommended Choice

Includes camaraderie, casual companion meet & greet, conference breakfasts, receptions, and exciting local tours on
Wednesday, November 6th and and Thurday, November 7th

$475

Companion Meal Package Registration

Includes conference breakfasts and receptions only.  
Tours and lunch are not included in this package.

$300

Single Reception Ticket

Receptions will be hosted on Tuesday, November 5th from 5:00 - 6:00 pm and
on Wednesday, November 6th from 5:00 pm - 6:30 pm.

$75 per reception

 

 

 

 

 

 


Visit the NAEPC website to learn more!

 

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