Agenda

62nd Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference

Sunday, October 19, 2025
12:00 - 4:00 pmRegistration Open for Exhibitors, Annual Conference Attendees, Monday Single-Day Passholders, and Annual Conference Attendees with Council Leadership Conference Pass
3:00 - 4:00 pmNAEPC Past President's Council Meeting (invitation only)
4:30 - 5:00 pmVIP Reception with Exhibitors for NAEPC Board, Past Presidents & Council Leaders
5:00 - 6:30 pmKick-Off Reception with Exhibitors for All Attendees
Monday, October 20, 2025
7:00 - 8:00 amBreakfast with Exhibitors
7:15 - 7:45 amSponsored Workshops
Titles and Speakers TBD
8:00 - 8:30 amConference Opening Remarks & NAEPC 2025 Annual Meeting
8:30 - 10:00 amFederal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
10:00 - 10:40 amBreak with Exhibitors
10:40 - 11:40 amThe New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
11:40 am - 1:10 pmLunch with Exhibitors
1:10 - 2:10 pmPlanning for the 99% of Us: For Estates Under 14 Million
Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
2:25 - 3:25 pmGlobal Ties, Local Strategies: Tips & Traps in Planning for Clients with International Connections
Joan K. Crain, CFP®, TEP®, AEP® (Distinguished)
3:25 - 4:00 pmBreak with Exhibitors
4:00 - 5:00 pmCash Balance Plans: A Tax & Retirement Strategy for High Income Business Owners
Larry R. Blades, M.A., B.S., Lt. Col USAF (Retired)
5:00 - 6:30 pmAttendee Reception with Exhibitors
Tuesday, October 21, 2025
7:00 - 8:00 amBreakfast with Exhibitors
7:15 - 7:45 amSponsored Workshops
Titles and Speakers TBD
8:00 - 8:25 amDaily Remarks and Presentation of Robert E. Fox, CLU®, AEP® Volunteer & Hartman Axley Lifetime Service Awards
8:25 - 9:55 amPlanning for an Aging Family Member
Gregg Fortune, CFP®, CFS®, AEP®, ChFC®, BFA Sandra D. Glazier, JD, AEP®, and Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
9:55 - 10:35 amBreak with Exhibitors
10:35 - 11:35 amThe Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
11:35 am - 12:35 pmEstate Planning 2.0: Meeting the Needs of Clients with Disabilities
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) and Amy C. O'Hara, JD, CELA
12:35 - 1:35 pmLunch with Exhibitors
1:35 - 2:35 pmLawyers, Financial Professionals, and Mental Health Concerns: Making the case for change
Amanda Koplin, LPC
2:35 - 3:35 pmRecent Court Decisions Impacting Estate Planning
Thomas A. Tietz, JD
3:35 - 4:05 pmBreak with Exhibitors / Exhibit Hall Closes
4:05 - 5:05 pmUsing Cash Value Life Insurance with SLATs
Russell DeLibero, PhD, CFP®, ChFC®, CLU®, and Brian Raftery, JD, CPA
5:05 - 6:00 pmAEP® and EPLS Reception & Book Signing with James Kirchick (invitation only)
6:30 pmPresident's Reception (invitation only)
Wednesday, October 22, 2025
7:00 - 8:00 amBreakfast
8:00 - 8:05 amDaily Remarks
8:05 - 9:35 amTop 40 Tax Planning Opportunities for 2025 and Beyond
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
9:50 - 10:20 amNAEPC Estate Planning Hall of Fame® Induction Ceremony
10:20 - 11:20 amUsing Charitable Remainder Trusts to Defer Reporting Gain from the Immediate Sale of Marketable Securities for Cash
 Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
11:20 am - 12:20 pmArtificial Intelligence: Benefits and Ethical Issues
Nancy B. Rapoport, JD
12:25 pmClosing Remarks
12:30 - 1:30 pmClosing Luncheon for Non-Accredited Estate Planner® Designees
12:30 - 1:45 pmConcurrent Private Luncheon for Accredited Estate Planner® Designees: Be a PRO with Jedidiah Collins, CFP®
Those Attending the Council Leadership Conference Can View the Schedule HERE

Highlights from Prior Annual Conferences