Event Calendar
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) |
| September 15, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
| September 15, 2021 |
Grantor Trusts
Phil Lindquist (Lindquist Eisenberg) |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 20, 2021 |
Private Placement Insurance
Bob Chesner (Edgewater Consulting) |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 17, 2021 |
Family Governance
Christian Kelson (Farrow Gillespie) |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
| December 15, 2021 |
IRS Update on Challenges to FLP and Other Transfer Planning
Anthony Daddino (Meadows Collier) |
| January 19, 2022 |
Lincoln, Churchill and the Power of Words
Talmage Boston (ShackelfordLaw) |
| February 16, 2022 |
Building Blocks of Blockchain: Primer on Cryptocurrency for Estate Planners
Abigail Earthman (Winstead) |
| March 3, 2022 |
Creative Planning for Modern Trusts (Joint Meeting with DEPC)
John Andrews (Andrews Barth) |
| April 20, 2022 |
Pre-Sale Planning
Eric Ward (AltaView) |
| May 18, 2022 |
Recent Developments in Planning for Special Needs Children
Tresi Weeks (Weeks Law Firm) |
| View Past Events |
