NAEPC Webinar: 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!
Next Program
Wednesday, August 13, 2014
3:00 pm - 4:00 pm ET
2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!
Turney P. Berry, JD, AEP®* ∙ Wyatt, Tarrant & Combs LLP
About the program:
This webinar will discuss three interesting planning ideas popular in 2014: the long-term GRAT that hopes to achieve estate reduction as interest rates rise, the long-term CLAT that hopes to achieve estate reduction because current interest rates are artificially low, and the “ready to go” UPSPAT that hopes to turn an ancestor’s unused estate tax exclusion into an asset.
About the speaker:
Turney Berry is an estate planning attorney in Louisville, Kentucky who chairs the 26 attorney estate planning group of Wyatt, Tarrant & Combs, LLP. Turney writes and speaks frequently on estate planning matters across the country. He is a former regent of ACTEC, a Uniform Law Commissioner, a member of the advisory committee of the Heckerling Institute on Estate Planning, and a trustee of the Southern Federal Tax Institute.
This is an intermediate – advanced program (advanced topics, simply explained!)
*Kentucky does not certify estate planning specialties.
Continuing Education Credit
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
Registration Fees
- $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
- $60 / member of an affiliated local estate planning council or at-large member of NAEPC
- $100 / individual non-member
- $250 / council meeting or group gathering (council dues must be current at the time of registration)
Upcoming Programs
September 10, 2014 ∙ 3:00 pm - 4:00 pm ET
In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities
Tom Breedlove of CARE.com
This sponsored webinar is available at no-charge to NAEPC members!
The repeal of the Companion Care Exemption for third-party caregivers is changing the care landscape and driving more families to employ their own caregiver. Attend to learn how the new law will impact your clients and how to help them easily and effectively manage the payroll, tax, and labor law obligations that come with being a “household employer.” Attendees will walk away with tips and tools to help families avoid risk, save time, and save money. REGISTER HERE
September 17, 2014 ∙ 1:00 pm – 3:00 pm ET
Estate Planning Law Specialist Exam Live Review Course
Randy Gardner, JD, LL.M., MBA, CPA, CFP®
Please contact Susan Austin-Carney, Estate Law Specialist Board Program Administrator, for more information about this program. Susan can be reached at 866-226-2224 or susan@naepc.org.
Pre-conference Sneak Peek!
October 15, 2014 (please note special date) ∙ 3:00 pm - 4:00 pm ET
Increasing Client Receptivity from The Right Side of the Table
Todd Fithian
You are not a commodity. The problem, however, is that the market thinks you are. Our industry is an interesting one, a fascinating one. Most advisors we’ve met either knowingly struggle with being viewed as a commodity, or unknowingly struggle with actually being a commodity. There are hundreds of thousands of people across the country purporting to do exactly what you actually do; even if that’s not really what they’re doing. That’s why it’s so important to decide to draw the line once and for all; to ensure you are seen for the value you bring. There are many things you can do about it, and that’s why we want to share a bit of our Legacy magic that will help things shift. REGISTER HERE
December 10, 2014 ∙ 3:00 pm - 4:00 pm ET
Avoiding the Twilight Zone of Estate Administration
M. Holly Isdale, JD
If you had died last night, would your family, partners, executors, or clients know how to access your online information - and more importantly, what to do with your digital footprint? Our lives are increasingly online - our correspondence is often virtual, our “assets” now include online content, IP addresses, and music, books or memorabilia that exist only in the "cloud." The average home has 6 or more internet connected devices. To access these, most adults use at least five unique passwords that update at least quarterly. Could someone find, much less manage, all of your information if you died? What are the planning considerations for these unique assets? Attend this webinar to learn what structures or language you should be adding to your client's wills, revocable trusts, HIPPA documentation, and powers of attorney. The topic of digital death encompasses issues of access to data, in all its forms, as well as the problems of collecting, valuing or transferring these digital assets. Understanding the risks to investments, businesses and families from failing to plan for “digital death” is critical to preserving these assets intact. The webinar will also review the limits on digital assets, impediments to transferring assets, the current state of the law, the recently released Uniform Fiduciary Access to Digital Assets proposed legislation, and will recommend action steps advisors can take help clients organize and protect their digital assets. REGISTER HERE
Past Programs
Missed a live program? Not to worry!
Archives of all programs are available by clicking HERE. The fee to participate is the same as the live feed.
“Perspectives on the Future of Estate Planning as a Profession”
Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
"Special Needs Trusts, What Every Estate Planner Needs to Know"
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
"The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA"
Erica Nadeau, CPA & Scott E. Squillace, Esq.
"The Hybrid Domestic Asset Protection Trust: a Third-Party Trust That Can Turn Into a Self-Settled Trust" (Intermediate / Advanced)
Steven J. Oshins , JD, AEP® (Distinguished)
"How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients" (All levels)
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
"2014 Heckerling Institute Highlights" (Intermediate)
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
"The ATRA-Math: Estate Planning AFter the American Taxpayer Relief Act of 2012" (Intermediate)
Thomas J. Pauloski, JD
"Cognitive Errors in Group Decision Making" (All levels)
Nancy B. Rapoport
"Charitable Strategies to Help Create and Protect Legacy" (basic / intermediate)
Laura Malone, CAP®, CEPA
"Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount)" (advanced)
Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee
Webinar Cancellation Policy: Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to Webinars@ConferTel.net.
