Norfolk & Plymouth Estate and Business Planning Council

 

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  • 51st Annual Conference - NAEPC

51st Annual Conference - NAEPC

  • 11/05/2014
  • 11/07/2014
  • Marriott Rivercenter, San Antonio, TX

51st Annual Conference

Registration Information

Council Leadership Day Package

Includes Council Leadership Day sessions on Wednesday, November 5, 2014, sponsor bonus and technical education sessions on Thursday,November 6, 2014 & Friday, November 7, 2014, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $900 

Educational Package

Includes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 6, 2014 & Friday, November 7, 2014, presentation material, and Thursday and Friday breakfasts & luncheons.  $800 member* / $950 non-member

Presenters

Thursday, November 6, 2014

  • Robert S. Keebler, CPA, MST, AEP® (Distinguished) ∙ 15 Best Planning Ideas for 2014 and Beyond
  • Todd A. Fithian ∙ The True Frontier of Estate Planning: Effective Collaboration
  • Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) Nominee ∙ Planning for an Aging Population: Your Clients, Your Parents, and Someday You!
  • Repeated Breakout Sessions
    • Susan T. Bart, JD ∙ Decanting: Refining a Vintage Trust
    • Elizabeth L. Morgan, JD ∙ Life Insurance, Annuities, and Captive Insurance as Tools for Domestic and International Estate & Tax Planning
    • Thomas Rogerson ∙ Family Communication, Values, Mission, Philanthropy - How Do You Help a Client Get Started?
  • Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) ∙ Hot Income Tax Tips for Estate Planners

Friday, November 7, 2014

  • Jeffrey N. Pennell, JD ∙ Annual Update
  • Lee J. Slavutin, MD, CLU®, AEP® (Distinguished) Nominee ∙ Tax Traps Involving Life Insurance
  • Jerome M. Hesch, JD, AEP® (Distinguished) ∙ Reality of Sale: Dealing with the 10% Myth for Seeding Installment Note Sales to IDGTs and BDITs
  • Jonathan G. Blattmachr, Esq., AEP® (Distinguished) ∙ Supercharged Shelter Credit Trust vs. Portability: It's Not that Complicated to Choose the Best
  • S. Stacy Eastland, JD, AEP® (Distinguished) ∙ Some of the Best Charitable Planning and Estate Planning Ideas We See Out There in the New 2014 Tax Environment©
  • Stanley M. Johanson, JD, LL.M., AEP® (Distinguished) ∙ Recent Developments Affecting the Estate Planning Practice


Norfolk & Plymouth Business and Estate Planning Council

2637 E Bellerive Drive, Chandler, AZ 85249

844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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