Agenda

We will post the agenda for 2025 in the coming months.

Until then, see below for details of the 61st Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference.

Sunday, October 20, 2024
11:00am - 7:00pmRegistration Open for Exhibitors, Annual Conference Attendees, Monday Single-Day Passholders, and Annual Conference Attendees with Council Leadership Conference Pass
3:00 - 4:00pmNAEPC Past President's Council Meeting (invitation only)
4:00 - 5:00pmVIP Reception with Exhibitors for NAEPC Board, Past Presidents & Council Leaders
5:00 - 7:00pmKick-Off Welcome Reception with Exhibitors
Monday, October 21, 2024
7:00 - 8:00amBreakfast with Exhibitors
7:15 - 7:45amSponsored Workshops
Titles and Speakers TBD
8:00 - 8:30amConference Opening Remarks & NAEPC 2024 Annual Meeting
8:30 - 9:30amFederal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) Determining a Client's Retirement Income
9:30 - 10:00amBreak with Exhibitors
10:00 - 11:00amPatient Safety Concerns with Living Wills & Advance Directives
Ferdinando Mirarchi, DO, FAAEM, FACEP
Offered by MIDEO
11:00am - 12:00pmFamily Business Succession Planning After Connelly: Legal and Practical Considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) Nominee
12:00 - 1:30pmLunch with Exhibitors
1:30 - 2:30pmEstate Planning for the Moderate to Middle Wealthy
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
2:30 - 3:30pmThe Essential Charitable Planner
Edward J. Beckwith, JD, LL.M.
3:30 - 4:00pmBreak with Exhibitors
4:00 - 5:00pmNowhere to Run, Nowhere to Hide - The Corporate Transparency Act and Modern Trust Planning
Jocelyn Margolin Borowsky, JD, LL.M.
Elizabeth King, JD, LL.M.
5:00 - 6:30pmAttendee Reception with Exhibitors
Tuesday, October 22, 2024
7:00 - 8:00amBreakfast with Exhibitors
7:15 - 7:45amSponsored Workshop
Charitable Giving through Individual Retirement Accounts
Forest J. Dorkowski - Offered by St. Jude Children’s Research Hospital / American Lebanese Syrian Associated Charities, Inc. (ALSAC)
8:00 - 8:25amDaily Remarks and Presentation of Robert E. Fox, CLU®, AEP® Volunteer & Hartman Axley Lifetime Service Awards
8:25 - 9:25amStrategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions
John P. Hussman, Ph.D.
9:25 - 10:00amBreak with Exhibitors
10:00 - 11:00amThe Secondary Market for Life Insurance: Current Trends, New Applications
Peter M. Hershon, CLU®, ChFC®
Offered by Coventry
11:00am - 12:00pmEstate Planning Paralysis: Getting Your Clients to Act
Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP®
12:00 - 1:00pmLunch with Exhibitors
1:00 - 2:00pmTitle and Speaker TBD
2:00 - 3:00pmState Income Taxation of Trusts: California, New York, and Beyond
Richard W. Nenno, JD, AEP® (Distinguished)
Vincent C. Thomas
3:00 - 3:30pmBreak with Exhibitors / Exhibit Hall Closes
3:30 - 4:30pmRecent Developments in Cross Border Planning: Traps & Tips for Americans With Foreign Connections
Joan Crain, CFP®, TEP, AEP® (Distinguished)
4:30 - 5:30pmTopic TBD
Paul G. Greenwood, JD, LL.B.
6:00pmPresident's Reception (invitation only)
Wednesday, October 23, 2024
6:00 - 6:30amAwakening Yoga
7:00 - 8:00amSupplemental Breakfast: AEP® from A-Z
8:00 - 8:10amDaily Remarks
8:10 - 9:10amArtificial Intelligence: Benefits and Ethical Pitfalls
Nancy B. Rapoport, JD
9:10 - 9:45amNAEPC Estate Planning Hall of Fame® Induction Ceremony
9:45 - 10:25amBreak
10:25 - 11:25amDon’t get an “F” in Planning: Flexibility - How Far is too Far?
Kyle C. Martin
Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished)
11:25am - 12:25pmOil & Gas Assets; Estate and Gift Planning Opportunities and Challenges
Wes Turiano
12:25pmClosing Remarks
12:30 - 1:30pmAttendee Lunch
12:30 - 1:45pmConcurrent Private Luncheon for Accredited Estate Planner® Designees

Highlights from Prior Annual Conferences