NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty is a partner at and co-founder of Dungey Dougherty PLLC, admitted to practice law in the State of Connecticut and the State of New York. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). In his practice, he assists executors and beneficiaries alike through all aspects of the estate administration process including probate, contested estates, contentious trust litigation, tax, and post-mortem estate planning issues. He is a frequent author and speaker on estate, trust, tax, and probate matters having presented at the Heckerling Institute, ACTEC, the American Bar Association, NYU, and various state bar associations.
This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.”
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
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 if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
