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DTSTART:20181106T130000Z
DTEND:20181107T020000Z
LOCATION:Marriott Harbor Beach - Ft. Lauderdale, Florida
UID:1571920181106T130000Z55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018
DTSTAMP:20260526T173849Z
DESCRIPTION:\n\n \n[](https://www.naepc.org/conference/registration)\n \n\n> [Online Registration Form](https://www.naepc.org/conference/registration)\n > [DOWNLOAD THE REGISTRATION BROCHURE](/assets/national/files/55th%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%20Full%20Program%20Brochure.pdf)\n ------\n\nSpeakers & Topics  > [Download Session Descriptions Here](/assets/national/files/Speaker%20Descriptions%20for%20Publication.pdf)\n\nWednesday, November 7, 2018\n \nConcurrent Sponsored Morning Bonus Sessions \n      Life Settlements – The Value Proposition\n      provided by Berkshire Settlements\n     Matthew Sheridan\n \n     From Novelty to Necessity - Pragmatic Social Media for Law Firms \n      provided by FindLaw, part of Thomson Reuters\n      Sean Sands\n \n199A for Trusts and Estates\nRobert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA\n\n New Effective Uses of Non-Grantor Trusts for Individual Taxpayers\nJonathan G. Blattmachr, Esq., AEP® (Distinguished)\n\n Sponsored General Session:  Collaborative Planning Opportunities Created through the Valuation of Life Insurance\n provided by Ashar Group, LLC\nLisa R. Featherngill, CFP®, Todd A. Fithian, Todd S. Healy, MSW, CLU®, ChFC®, AEP®, CAP®, Jamie L. Mendelsohn and Jon B. Mendelsohn\n\n The Social Media Thicket: Social Media Issues for Estate Planners\nMichael H. Rubin, JD\n\n Stupid Charitable Tricks and Common Planning Mistakes\nRamsay H. Slugg, JD\n\n Succession Planning for The Closely-Held Business\nJerome M. Hesch, MBA, JD, AEP® (Distinguished)\n \nThursday, November 8, 2018\n \nConcurrent Sponsored Morning Bonus Sessions \n      Why the Bridge Trust® is Superior to a Foreign Only or Domestic Only Asset Protection Trust\n      provided by Lodmell & Lodmell, P.C. / Asset Protection Council®\n     Douglass Lodmell, JD, LL.M.     \n     Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare’s True Costs \n     provided by Wesley Financial Group, LLC Chuck McDowell \n     Chuck McDowell\n  \n \nIncome Tax Aspects of Trusts and Estates\nSamuel A. Donaldson, JD, LL.M., AEP® (Distinguished)\n \nHow Courts Unravel Asset Protection Trust Strategies & Protecting Your Trust\nLouis S. Harrison, JD\n \nConcurrent Sessions\n      Reading, Interpreting and Drafting Trust Distribution Provisions that Work: Say What You Mean and Mean What You Say\n      Leslie Kiefer Amann, JD, AEP®, TO\n \n     A Firearm as a Special Asset: How to Avoid an Accidental Felony\n      C. Dennis Brislawn, Jr., JD, AEP®\n \n     Late Elections Under Section 9100:  How Does the IRS Spell Relief?\n      Beth Shapiro Kaufman, JD\n \n     Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy\n      Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®\n \nExploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities\nSteven J. Oshins, JD, AEP® (Distinguished)\n \nSupplemental Concurrent Sessions, offered at 4:15 pm \n    Inspirational Session for Active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants  \n    The Strength to Be Unstoppable – Lessons in Working Together  \n     Roseann Sdoia, Boston Marathon Bombing Survivor\n  \n \n    Accredited Estate Planner® Designation from A - Z\n    For those interested in learning more about or attaining the [AEP® designation](http://www.naepc.org/designations/estate-planners), the session offers an opportunity to have your\n     questions answered by the experts at NAEPC.\n \n    Getting Started on the Path to Specialization with the Estate Planning Law Specialist Certification\n    This session is for actively-licensed attorneys who are interested in learning more about\n     [the only national board certification in estate planning](http://www.naepc.org/designations/estate-law/introduction) and will be led by a member of the Estate Law Specialist Board.\n \nFriday, November 9, 2018\n \nEstate Planning Current Developments and Hot Topics\nSteve R. Akers, JD, AEP® (Distinguished)\n \nPutting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)\nPaul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)\n \nDon’t Worry Retire Happy: Seven Steps to Retirement Security\nTom Hegna, CLU®, ChFC®, CASL®\n ------\n\nCost & Registration\n \n[](https://www.naepc.org/conference/registration)\n \n\n> [Online Registration Form](https://www.naepc.org/conference/registration)\n > [DOWNLOAD THE REGISTRATION BROCHURE](/assets/national/files/55th%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%20Full%20Program%20Brochure.pdf)\n \n \n \n55th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders\nIncludes Council Leadership Day sessions on Tuesday, November 6, 2018, sponsor bonus and technical education sessions from Wednesday, November 7th through Friday, November 9th, presentation material, conference breakfasts & luncheons, and the Tuesday and Wednesday evening receptions  $1,175\n\n\n \n55th Annual Advanced Estate Planning Strategies Conference\nIncludes the Tuesday and Wednesday evening receptions, sponsor bonus and technical education sessions from Wednesday, November 7th through Friday, November 9th, presentation material, and conference breakfasts and luncheons.  $1,075 member* / $1,300 non-member\n\n\n \nCompanion Package\nIncludes the tours, Tuesday and Wednesday receptions, and conference breakfasts.  $475\n\n\n \nAvailable Discounts\n$50    Early Bird Discount (Registration must be received by September 14, 2018)\n$50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant\n$50    Host Council Discount for Members of Florida Councils\n$100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)\n \n\n\n\n \nA $50 late fee applies to all registrations submitted after October 19, 2018.\n \nCancellation 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 09/14/18.  Registrants who cancel between 9/15/18 and 10/19/18 will forfeit a $100 administrative fee.  No refunds will be granted after 10/19/18.  Requests to transfer registrations to another individual will be accommodated.\n \n\n\n* A member is defined as an active AEP® designee or EPLS certificant, At-large member of NAEPC, or a member of an estate planning council affiliated with NAEPC.\n \nWe are grateful for the support our sponsors & exhibitors, including:\n \nPremier Sponsors\n \n[](https://ashargroup.com/)   [](https://timesharecancellations.com/)\n \nPartner Sponsor\n \n[](https://penton.dragonforms.com/init.do?omedasite=TE_NAEPC&version=1&page=1)\n ------\n\nMarriott Harbor Beach Resort & Spa\n \n[](https://aws.passkey.com/e/49607314) \n \nBreathe in the crisp ocean air and immerse yourself in the warmth of the Sunshine State at the Fort Lauderdale [Marriott Harbor Beach Resort & Spa](https://aws.passkey.com/e/49607314). 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. \n \nThe 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](https://aws.passkey.com/e/49607314) or by calling 1-954-525-4000 and referencing group code "NAEPC."  Reservations must be made by Friday, October 12, 2018.  \n ------\n\nContinuing Education Credit\n \n> [CLICK TO MONITOR COURSE APPROVAL STATUS](https://national.societyoffsp.org/page/ce_naepc_index)\n \nThe 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. \n \nThe 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.  \n \nIMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS\n 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.\n \nThe 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.\n \nContinuing education credit is administered by the Society of FSP.\n ------\n\nCompanion Program\n \nThe 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:\n \nWednesday, November 7th - Florida Everglades Tour\n 9:00 am - 1:30 pm\n 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!\nThis tour is rain or shine unless lightning occurs.  Comfortable clothes, non-slip shoes, sunscreen, sunglasses and hats are recommended.  \n \nThursday, November 8th - Art on Las Olas, a Walking Tour\n 9:30 am - 2:30 pm\n 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.  \nThis 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.  \n \nTours 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.\n
SUMMARY:55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018 - Greater Boca Raton Estate Planning Council 
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