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DTSTART:20231112T230000Z
DTEND:20231113T003000Z
LOCATION:Fort Lauderdale, Florida / Marriott Harbor Beach Resort & Spa
UID:2379720231112T230000Z60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
DTSTAMP:20240328T183140Z
DESCRIPTION:\n[](/assets/national/files/Top%20Ten%20Reasons%20to%20Attend%20NAEPC%2060th(2).pdf)\n \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 \n[REGISTER HERE](https://www.naepc.org/forms/conference-registration/)\n \nPresenters & Topics\n \nNAEPC Estate Planning Hall of Fame® Members\n Bryan K. Clontz, Ph.D., ChSNC®, RICP®, CAP®, CLU®, ChFC®, CFP®, AEP® (Distinguished) \nCharitable Planning with Non-Conventional Assets\n \nJoan K. Crain, CFP®, TEP, AEP® (Distinguished) \nCross Border Wealth Planning \n Wealth Planning for Americans Abroad; Specific Considerations\n \nSamuel A. Donaldson, JD, LLM, AEP® (Distinguished) \nFederal Tax Update\n \nJeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) \nPost-Mortem Elections \n Love, Sex, Money, Marriage & Death: Estate Planning Aspects of Divorce \n \nS. Stacy Eastland, JD, AEP® (Distinguished) \nCapitalizing on Estate Planning Opportunities for High Net Worth Clients in Today’s Environment[](/assets/national/files/60th%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%2010_26_23(2).pdf)\n \nRobert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA® \nTCJA: Critical Income Tax Planning Concepts for Sunset\n \nBernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) \nElder Law and Special Needs Planning\n \nAnd Industry Experts\n Katie Bennett, CVA, LaToya Encarnacion, Jamie L. Mendelsohn and Jon B. Mendelsohn \nUnique Planning Solutions using Existing Life Insurance Policies \n \nKatie Bennett, CVA, LaToya Encarnacion, and Jamie L. Mendelsohn \nHow to Use Life Insurance Valuations in Your Financial, Charitable, Estate or Tax Planning Practice\n \nAquanetta J. Betts, JD, CAP®, AEP®, CFRE, Theresa L. Hughes, MBA, CTFA, AEP®, Karly A. Laughlin, CPA, AEP®, Jennifer E. Smith, JD, LL.M. (taxation), AEP® and \n Susan M. Tillery, CPA/PFS, AEP® (Distinguished) \nCross-Disciplinary Panel on NAEPCs Core Value: Multi-Disciplinary Teaming\n \nBikram Chadha \nIntroduction to ESG Investing and Diversity Considerations in Investing\n \nWilliam Fox, CPA, Richard Reuter, CPA, CGMA, and Timothy Wallen, CPA \nStrategies for Transitioning Real Estate Wealth to Heirs & Important Tax Structuring Considerations\n \nTama Brooks Klosek, JD \nThe End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?\n \nSharon McRill\nDistribution of Estate Assets: Where does All the Stuff Go? (Bonus Session)\n \nJustin T. Miller, JD, LL.M. (taxation), CFP®, AEP® \nScarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My! \n Don’t Guess and Make a Mess with QSBS\n \nFerdinando L. Mirarchi, DO, FAAEM, FACEP and Jestin Carlson, MD, MS, MHA, CPE \nFlip A Coin….Does your Living Will Protect or Harm You?\n \nWade D. Pfau, PhD, CFA®, RICP®\nDetermining a Client's Retirement Income Style and an Update on SECURE Act 2.0's Implications for Retirement Income\n \nLouis W. Pierro, Esq. and Peter J. Strauss, Esq. \nRiding the Age Wave: Sharpen Your Skills To Serve Clients Who Demand Independence, Financial Security and Peace of Mind Throughout Retirement\n \nGary F. Rossi \nCyber Fraud & Personal Security Insights – Key Strategies in Protecting your Family and Wealth\n \nMichael H. Rubin, JD \nTechnology Traps and Reply All Regrets: Ethical Issues for both Tech Geeks and Luddites\n ------\n\nRegistration Cost and Cancellation Policy\n \nRegister by October 20th!\nLate pricing applies to registrations received after October 20th.\n \n[REGISTER HERE](https://www.naepc.org/forms/conference-registration/)\n \n\n \n\nHybrid delivery of the annual conference is being offered for the educational sessions (Monday and Tuesday morning breakout sessions and Council Leadership Conference will not be available virtually). Those who wish to attend should register for the Advanced Estate Planning Strategies Conference, making sure to choose "Virtually" as your attendance type. The registration fee is the same for in-person and virtual attendance. Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 27, 2023, after which no changes will be accepted. The conference takes place in the Eastern Time Zone; please plan accordingly. Virtual viewing is not available to those who attend in-person.\n \n \n \nMember* \n \nNon-Member \n \n\n Advanced Estate Planning Strategies Conference with Council Leadership Conference Pass: In-Person Only\n \n\nFor Council Officers, Board Members & Paid Staff Executives Only\n \nTechnical education sessions, presentation materials, Council Leadership Conference, and conference\n breakfasts, luncheons, and the Sunday and Tuesday evening receptions\n\nCouncil Executives (paid council staff) attend with the registration fee waived. Sessions begin Wednesday morning and conclude at noon on Thursday for these individuals.\n \n$1,445 early\n $1,495 regular\n $1,545 late\n \n \n \n\n Advanced Estate Planning Strategies Conference - In-Person or Virtual*\n \n\nTechnical education sessions, presentation materials, Monday - Wednesday breakfasts and luncheons,\n and the Sunday and Tuesday evening receptions\n \n*Select sessions available for virtual attendance.\n \n$1,345 early\n $1,395 regular\n $1,445 late\n \n$1,570 early\n $1,620 regular \n $1,670 late\n \n\n Educational Day Pass - Monday, November 13, 2023 or Tuesday, November 14, 2023: In-Person or Virtual*\n \n\nEducation sessions and presentation materials for the day(s) chosen, breakfast and lunch on the day(s)\n chosen, and the Sunday or Tuesday evening reception \n \n*Select sessions available for virtual attendance.\n \n$545 early\n $595 regular\n $645 late\n \n$620 early\n $670 regular\n $720 late\n \n\n Educational Half-Day Pass - Wednesday, November 15, 2023: In-Person or Virtual*\n \n\nEducation sessions and presentation materials, breakfast and lunch, and the Tuesday evening reception \n \n*Select sessions available for virtual attendance.\n \n$395 early\n $445 regular\n $495 late\n \n$445 early\n $495 regular\n $545 late\n \n\n Council Leadership Conference Pass - Wednesday, November 15, 2023 and Thursday, November 16, 2023: In-Person Only\n \n\nCouncil Leadership Conference sessions and materials, lunch and the Council Awards Ceremony evening reception on Wednesday and breakfast on Thursday\n \nCouncil Executives (paid council staff) attend with the registration fee waived. \n Sessions begin Wednesday morning for Council Executives and Wednesday afternoon for Council Leaders and conclude on Thursday at noon.\n \n$270 early\n $320 regular\n $370 late\n \n \n \n\n Social Registrant: In-Person Only\n \n\nSunday reception, Monday breakfast, Tuesday breakfast and reception, and Wednesday breakfast\n \n$250 early\n $275 regular\n $300 late\n \n \n \nAdditional Discounts\n > $50 Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant\n> $50 Home State Discount for Members of any Council in the State of Florida\n> $100 NAEPC Volunteer (available to non-board members currently serving on any committee of NAEPC)\n \nCancellation / Transfer \n 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 October 13, 2023. Those who cancel between October 14, 2023 and October 27, 2023 will forfeit a $200 administrative fee. Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 27, 2023. No refunds will be granted after October 27, 2023 for any reason; requests to transfer registration to another individual will be accommodated.\n \nVirtual Attendance Policy: Virtual viewing is not available to those who attend in-person.\n \n*Membership Status\n A member is defined as an Accredited Estate Planner® designee, Estate Planning Law Specialist certificant, At-Large Member of NAEPC, or leader of an affiliated local estate planning council. The member rate is also extended to members of affiliated local estate planning councils. > [Learn more about membership in NAEPC](http://www.naepc.org/membership/designations)\n ------\n\nContinuing Education Credit\n \nThe following credit will be requested in all states for both the in-person and virtual program: legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) starting November 13th and going through November 15th at 12:25 pm as follows.\n \n In-Person Attendance - Up to 16 Hours Virtual Attendance - Up to 12 Hours \n \nThe program will not be filed for insurance or legal specialization credit. Individual states and governing bodies, coupled with your attendance, determine the total number and type of credit awarded. License numbers are required on-site to receive credit. Approval status will be communicated on our website approximately six weeks pre-conference.\n \nSelect sessions will be delivered virtually. Virtual credit will be available to those who attend the LIVE delivery of the select sessions and to the extent that states and disciplines allow for this type of credit. Continuing education is administered by our partner, the [Society of FSP](https://national.societyoffsp.org/).\n ------\n\nOvernight Accommodations\n \nWe are delighted to return to [Fort Lauderdale, Florida](https://www.sunny.org/?_gl=1*1xt162t*_ga*ODYyOTkxMDE2LjE2MzQwNjU5MTQ.*_ga_Z5ZGJLT8ES*MTYzNDA2NTkxMy4xLjEuMTYzNDA2NjEwMS4w&_ga=2.109566215.387600361.1634065915-862991016.1634065914) and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation. \n \nThe NAEPC room rate is $269 (single / double occupancy, exclusive of tax) plus a $15 resort fee. Reservations for overnight accommodations should be made by Friday, October 20, 2023 on our [reservations website](https://book.passkey.com/e/50514152) or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.\n \nPlease contact the NAEPC office at conference@naepc.org or 866-226-2224 if you experience any trouble during the booking process.\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, November 15, 2023 and conclude at approximately 12:00 pm on Thursday, November 16, 2023. 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, a new evening reception honoring the councils receiving annual awards, and additional time during the evening of Wednesday, November 15, 2023 evening 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/60th%20Annual%20NAEPC%20Advanced%20Estate%20Planning%20Strategies%20Conference%2008_17_23(1).pdf).\n\nCouncil Paid Staff Executives / Administrators: Your schedule follows (also shown in brochure):\n Wednesday, November 15, 2023 8:00 am - 1:30 pm Development Session (Breakfast, Session, Lunch) 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 - 6:30 pm Annual Awards Reception with Leaders 6:30 pm Private Staff Executive / Administrator Dinner Thursday, November 16, 2023 7:00 am - 8:00 am Breakfast in the Sun with Leaders 8:00 am - 9:45 am Session with Webmaster (those with NAEPC-hosted website) Learning Pod #3 and #4 (those without NAEPC-hosted website) 9:45 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\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. \nDIAMOND ANNIVERSARY SPONSOR\n \n [](https://ashargroup.com/)\n \n \nPREMIER SPONSORS\n \n[](https://mideohealth.com/) [](https://mlgcapital.com/legacy/)\n \n \nPARTNER SPONSORS\n \n[](https://www.cancerresearch.org/) [](https://www.private-wealth.us.cibc.com) [](https://commonwealth-trust.com/) \n \n [](https://sdtrustco.com/) [](https://www.stjude.org/give/planned-giving/professional-advisor.html?sc_cid=cll19402) [](https://www.symetra.com/) \n \n [](https://www.theamericancollege.edu/) [](https://www.wealthmanagement.com/trusts-estates) [](https://trustandwill.com/?utm_source=naepc&utm_medium=advisors)\n \n \n \n [](https://www.waldronprivatewealth.com/)\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) [](https://youtu.be/SkuYbz6n-vY) \n \n[](https://www.youtube.com/watch?v=hqyEWdiHiFk) [](https://youtu.be/H5IVObJ3ym4) \n Supporter Opportunities\n \n \n[60th Annual NAEPC Advanced Estate Planning Strategies Conference Supporter Prospectus](/assets/national/files/60th%20Annual%20EPS%20Conference%20Prospectus%20V3%20Fillable.pdf)\n \n[5-Year Attendee Estimates](/assets/national/files/Attendee%20Statistics%202016-2022.pdf)\n \n[â](https://www.naepc.org/conference/faq)We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. \n \nPlease contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists. \n \n ------\n\n \nVisiting the Area\n \nStart planning your time in Florida now by letting [Visit Lauderdale](https://www.visitlauderdale.com/?gad=1&gclid=EAIaIQobChMIhaSY39Hj_wIVzgatBh19wwVDEAAYASAAEgLp1vD_BwE) and the nearby [Greater Miami Convention and Visitors Bureau](https://www.miamiandbeaches.com/) help! \n \nThese two organizations have all of the information you need to plan an exciting trip.\n ------\n\nSave the Date\n \n61st Annual NAEPC Advanced Estate Planning Strategies Conference \nwith Post-Conference Sessions for Estate Planning Council Leaders\n Date & location will be announced soon!\n \n62nd Annual NAEPC Advanced Estate Planning Strategies Conference \nwith Post-Conference Sessions for Estate Planning Council Leaders\n October 18 - 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
SUMMARY:60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023 - Lake County Estate Planning Council
PRIORITY:3
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