NAEPC Webinar: Estate Planning Tips and Developments
This presentation will be a potpourri of practical estate planning tips, and ideas for practitioners in all disciplines, that will include discussion of some recent developments and how they might be addressed in practice. The presentation will be tailored for any developments occurring up to the day before the program. Some topics might include:
- Estate planning in the current post-election environment.
- 4 ways clients can make gifts before 2026 to use exemption but unravel those gifts if they change their mind or if the bonus exemption is extended.
- SLATs: practical and often overlooked planning, funding and structuring and administration of SLATs to enhance the access clients have and increasing the likelihood of the IRS and creditors respecting the plan including an approach that might obviate a reciprocal trust, step transaction and other tax or creditor challenges.
- Mass affluent clients ($2-$10M) can benefit from SLATs too! How to apply what is often viewed as only an estate tax reduction technique to lower wealth clients.
- Revocable Trusts – how to tailor them to be more robust later life protective tools to deflect elder abuse, identity theft and more for your aging clients.
- The Powell/Moore cases what they mean to estate planning and various approaches to deflect a challenge.
- Trust decanting – tax and other practical considerations.
- How practitioners can practice more defensively given the growing malpractice risks in the estate planning area including recommendations based on an analysis of recent cases. Tips on language to include in engagement letters and billing.
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Martin M. Shenkman, CPA, MBA, JD, AEP (distinguished) is author of more than 40 books and almost 1,500 articles is active in many charitable endeavors and lectures frequently around the country.
Registration will open soon.
This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
