Event Calendar

December 2, 2021 Distribution Provisions: Say What You Mean-Mean What You Say
Leslie Kiefer Amann (Sentinel Trust)
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
January 6, 2022 Mum's the Word: Maintaining Client Confidentiality
Jeff Chadwick (Winstead)
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
February 3, 2022 The Importance of Gift Substantiation
Jonathan Tidd (Attorney)
February 9, 2022
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
March 3, 2022 Creative Planning for Modern Trusts
John Andrews (Andrews Barth)
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
April 7, 2022 Current Estate Planning Developments
Steve Akers (Bessemer)
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
May 5, 2022 The Criitical Role of Family Governance in Today's Estate Planning
Tom Rogerson (GenLegCo)
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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