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DTSTART:20241020T230000Z
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LOCATION:Anaheim, California I Disneyland® Resort
UID:2572820241020T230000Z61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
DTSTAMP:20260404T182237Z
DESCRIPTION:\n[](/assets/national/files/One%20page%20add%20on%20(BR's%20text%20modified).pdf)\n \n[REGISTER HERE](https://www.naepc.org/conference)\n \n \n \n[](https://vimeo.com/943837064/4cb85ac2dc?share=copy)Who Should Attend?\n \nThe conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends. \n \nClick on the image to the right to hear a special message from NAEPC President,\n Kit Mac Nee >>\n ------\n\nPresenters & Topics\n \nNAEPC Estate Planning Hall of Fame® Members\n Jonathan G. Blattmachr, Ph.D., Esq., AEP® (Distinguished) \nEstate Planning for the Moderate to Middle Wealthy \n \nJoan K. Crain, CFP®, TEP, AEP® (Distinguished) \nRecent Developments in Cross Border Planning: Traps & Tips for Americans with Foreign Connections\n \nSamuel A. Donaldson, JD, LLM, AEP® (Distinguished) \nFederal Tax Update\n \nSusan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) & Kyle C. Martin\nDon't Get an "F" in Planning: Flexibility - How Far is too Far? \n \nAnd Industry Experts\n Edward Beckwith, JD, LL.M. \n[](/assets/national/files/61st%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%20v3.pdf)The Essential Charitable Planner\n \nJocelyn Margolin Borowsky, JD, LL.M. & Elizabeth King, JD, LL.M. \nNowhere to Run, Nowhere to Hide - the Corporate Transparency Act and Modern Trust Planning\n \nApril Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) Nominee \nFamily Business Succession Planning After Connelly: Legal and Practical Considerations\n \nForest J. Dorkowski\nCharitable Giving through Individual Retirement Accounts (Bonus Session)\n \nPaul G. Greenwood, JD, LL.B.\nTitle TBD\n \nPeter M. Hershon, CLU®, ChFC®\nThe Secondary Market for Life Insurance: Current Trends, New Applications\n \nJohn P. Hussman, Ph.D. \nStrategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions\n \nJustin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP® \nEstate Planning Paralysis: Getting YOur Clients to Act\n \nFerdinando L. Mirarchi, DO, FAAEM, FACEP \nPatient Safety Concerns with Living Wills & Advance Directives\n \nRichard W. Nenno, JD, AEP® & Vincent C. Thomas\nState Income Taxation of Trusts: California, New York, and Beyond\n \nNancy B. Rapoport, JD\nArtificial Intelligence: Benefits and Ethical Pitfalls\n \nWes Turiano\nOil & Gas Assets: Estate and Gift Planning Opportunities and Challenges\n ------\n\nThe Council Leadership Conference\n \nThe post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, October 23, 2024 and conclude at approximately 12:00 pm on Thursday, October 24, 2024. Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and additional time during the evening of Wednesday, October 23, 2024 to spend time with other leaders. \n \nWho should attend? The Council Leadership Conference 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. \n \nCouncil Leaders & Board Members: View your schedule and learning pod choices on the green page of the [brochure](/assets/national/files/61st%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%20v3.pdf).\n\nCouncil Paid Staff Executives / Administrators: Your schedule follows (also shown in brochure):\n Wednesday, October 23, 2024 8:00 am - 12:30 pm Development Session (Breakfast & Session) 12:30 pm - 1:30 pm General Luncheon 2:00 pm - 3:45 pm Learning Pods #1, #2 & Conversation Break 3:45 pm - 5:00 pm Council by Size Session #1 with Leaders 5:00 pm - 7:00 pm Annual Awards Reception with Leaders 6:30 pm Private Staff Executive / Administrator Dinner Thursday, October 24, 2024 7:00 am - 8:00 am Breakfast 8:00 am - 9:35 am Session with Webmaster (those with NAEPC-hosted website) Learning Pod #3 and #4 (those without NAEPC-hosted website) 9:40 am - 10:45 am Learning Pod #5 with Leaders & Conversation Break 10:45 am - 12:00 pm Council by Size Session #2 with Leaders 12:00 pm Council Leadership Conference Ends\n ------\n\nRegistration and Cancellation Policy\n \n[Register HERE!](https://www.naepc.org/forms/conference-registration/)\n \nRegister by August 12th for Early Bird Savings!\nRegular pricing applies to registrations received August 13 - September 24 and late pricing applies to registrations received September 25th or later.\n \nCancellation / Transfer: A request for a cancellation / transfer must be received via email to conference@naepc.org. A full refund for a cancellation will be granted if notice is received on or before 09/20/24. Those who cancel between 09/21/24 and 10/04/24 will forfeit a $200 administrative fee. No refunds will be granted after 10/04/24 for any reason; requests to transfer registration to another individual will be accommodated. \n ------\n\nContinuing Education Credit\n \nLegal, accounting, CFP®, CTFA, EA, and PRP (formerly PACE) credit will be requested in all states (including one hour of ethics credit, where applicable). The program will not be filed for insurance or any state legal specialization credit. \n \nIndividual states and governing bodies, coupled with your attendance and participation in attendance tracking, determine the total number of hours and type of credit awarded. License numbers are required on-site to receive credit.\n \nApproval status will be communicated on our website approximately six weeks pre-conference.\n ------\n\nOvernight Accommodations\n \nâIt's not too early to reserve your room at Disneyland® Resort! Become immersed in the spirit of Disneyland past and present during the Annual Estate Planning Strategies Conference. Guestrooms at the Disneyland® Resort are sophisticated while still whimsical, paying loving tribute to the classic years of Disneyland® Park. Upscale styling, state-of-the-art amenities, and special Disney furnishings provide a stay that you or your entire family will treasure. With easy access to the [Downtown Disney](https://disneyland.disney.go.com/destinations/downtown-disney-district/)[®](https://www.mydisneygroup.com/GDNK24A)[ District](https://disneyland.disney.go.com/destinations/downtown-disney-district/) and theme parks, you’ll have plenty of choices for evening adventures. \n \nThe NAEPC room rate is $289 / night plus applicable taxes and fees and reservations can be made [HERE](https://www.mydisneygroup.com/GDNK24A). Reservations must be made on or before Friday, September 20, 2024 to guarantee availability and must be made within the group block to obtain the NAEPC rate. A one-night deposit will be collected at the time of booking.\n \n> [Getting to Disneyland](https://disneyland.disney.go.com/guest-services/getting-here/by-plane/)[®](https://www.mydisneygroup.com/GDNK24A)[ Resort by Plane](https://disneyland.disney.go.com/guest-services/getting-here/by-plane/)\n ------\n\nExperiencing Disneyland\n \nBeginning Monday, April 29, 2024, attendees will have access to discounted theme park tickets, among other amenities, and Costco members can purchase gift cards with their membership, which may sometimes be on sale. \n ------\n\nâNAEPC Event Conduct Statement\n \nAll attendees must agree to follow the [NAEPC Event Conduct Policy](https://www.naepc.org/content/conduct) at the Annual Conference.\n ------\n\nBecome a Sponsor or Exhibitor\n [Download the 61st Annual NAEPC Advanced Estate Planning Strategies Conference Prospectus](https://www.naepc.org/conference) [Attendee Statistics from 2023](/assets/national/files/Your%20paragraph%20text%20(1).pdf) \nWe invite your questions about sponsoring or exhibiting at this and upcoming NAEPC Annual Conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.\n ------\n\nWe are grateful to all of the sponsoring firms that allow us to provide members and guests with an exceptional conference each year,\n including those shown below. Please learn more about each by clicking on the firm's logo. \n \nPREMIER SPONSOR\n \n \n \n[](https://www.coventry.com/?utm_source=referral&utm_medium=link&utm_campaign=naepc2024) [](https://mideohealth.com/) \nPARTNER SPONSORS\n \n \n \n \n[](https://www.bettybrigade.com) [](https://www.mfin.com) \n \n \n \n [](https://www.theamericancollege.edu/) \n \n \n \n \n \n \n \n \n \n \n Click on the images below to watch short introduction videos from our sponsoring firms. \n \n [](https://youtu.be/jngKN-qjaZo)\n \n \n[LEARN MORE & REGISTER HERE](http://www.naepc.org/conference)\n \n \n \nâSave the Date\n \n62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference\n October 19 - 23, 2025\n Fort Washington, Maryland I [Gaylord National Resort & Convention Center](https://www.marriott.com/en-us/hotels/wasgn-gaylord-national-resort-and-convention-center/overview/?elqTrackId=35676732ee954cdb99f46813386fb25d&elqaid=1199&elqat=2)\n \n \n \n \n \n
SUMMARY:61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024 - Estate Planning Council of San Diego
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