| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| September 4, 2025 |
What Really Happens When Partners Die?
Paul Lee |
| October 2, 2025 |
Planning for Inherited Retirement Accounts
Christopher Hoyt |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 6, 2025 |
The New Normal for Charitable Tax Planning
Justin Miller |
| December 4, 2025 |
How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
Luke Jernagan |
| January 8, 2026 |
The Role of AI in Estate Planning
Gerry Beyer |
| February 5, 2026 |
Making the Case for Life Insurance in Estate Planning
Bobby Samuelson |
| March 5, 2026 |
Cross Border Planning for Americans
Joan Crain |
| April 2, 2026 |
Current Estate Planning Developments
Steve Akers |
| May 7, 2026 |
The Life-Changing Magic of Grantor Trusts
Sam Donaldson |
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