The same great conference you know and love...
now with a new name:
 

ESTATE PLANNERS FORUM

— Virtual Event in 2026 —
May 12, 2026
11:30 am ET – 4:30 pm ET

The estate planning profession is evolving, and so is the way we gather this year as NAEPC continues to plan our return to in-person conferences in May, 2027, see below. In 2026, you can expect the same trusted quality and forward-thinking insights from the NAEPC Advanced Estate Planning Strategies Conference, delivered in a format that is accessible, economical, flexible, and purpose driven. Join professionals from across the country at the reimagined Estate Planners Forum for high-impact content, meaningful connections, and innovative programming designed to meet the needs of today’s estate planning leaders.

AI Is Transforming Estate Planning: Practical Applications and Ethics Considerations
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
 
Retirement Assets for First and Second Marriages: Let the Fun Begin
Christopher R. Hoyt, JD, AEP® (Distinguished)
 
Choosing the Right Fiduciary
Erin E. Markham, CTFA, TEP, AEP® & Jill L. Miller, JD, LL.M.
 
Exploring IRS Enforcement Campaigns on Charitable Donations
Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law)

Member Type

Fee

Accredited Estate Planner® Designee
Estate Planning Law Specialist Certificant

Complimentary

Member of an Estate Planning Council

$49

Non-Member

$149