59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022

Date: Tuesday, November 15, 2022
Time: 7:00am - 12:00pm
Location: Fort Lauderdale, Florida
Marriott Harbor Beach Resort & Spa

The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.  

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Visit the Conference Webpage for the Most Current Information & To Register



Presenters & Topics

Tuesday, November 15, 2022 -  the day begins with breakfast at approximately 7:00 am
Pre-Conference Sessions for Estate Planning Council Officers, Directors & Staff

Wednesday, November 16, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops

     Option #1:  Oil & Gas, Renewable Energy, Farm & Ranch, and Timber Assets:  Fiduciary Duty & Challenges
     Clayton Becker
     Session provided by Farmer's National Company

     Option #2:  What Every Attorney Should Know About Valuations
     Evan Levine, ChFC® & Nainesh Shah, CFA®, CVA®
     Session provided by Complete Advisors

     Option #3:  Building an Entrepreneurial Law Firm
     Dave Zumpano 
     Session provided by Lawyers with Purpose

Federal Tax Update
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Understanding Blockchain and Digital Assets
Ric Edelman

Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie L. Mendelsohn, Jon B. Mendelsohn & Todd Steinberg, JD
Session provided by Ashar Group

Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives
Raymond C. Odom, JD, CFP®

Impact of the Buy-Sell Agreement on Estate Planning for Business Owners
April Caudill, JD, CLU®, ChFC®, AEP®

Mum's the Word:  Maintaining Client Confidentiality and Dealing with Ethical  Challenges while Working from Anywhere and Everywhere
Jeffrey D. Chadwick, JD

Thursday, November 17, 2022 - the day begins with breakfast at approximately 7:00 am
Concurrent Sponsor Bonus Workshops 

     Option #1:  Advanced, Sustainable Digital Marketing Techniques Designed to Scale Your Practice Ethically
     Tom Foster
     Session provided by Foster Web Marketing

     Option #2:  Life Insurance & the Estate Plan - Don't Let Cocktails, Coronaries, and Cannabis Derail the Planning Process
     Dennis C. Bartos, PA & Cathy Neifeld, JD
     Session provided by AgencyONE

     Option #3:  What Every Estate Planning Professional should know about Commercial Real Estate
     David G. Bradley & Justin W. West
     Session provided by Marcus & Millichap

Understanding Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning
Abigail Rosen Earthman, JD, LL.M.

Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)

Using Home Equity in Estate Planning:  How a Client's Home can Impact their Retirement Options
Harlan Accola, CRMP
Session provided by Fairway Independent Mortgage Corporation

Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD,  AEP® (Distinguished) & Kim Kamin, JD, AEP®

Estate of Michael J. Jackson v. Commissioner, T.C. Memo 2021-48:  "The Tax Trial of the Century"
Michael A. Perlmutter, JD, CPA, CVA®, ABAR

Supplemental Private Session for Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
"Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities" with Eido M. Walny, Atty, AEP®, EPLS
People make estate planning errors every day.  Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity.  In this private talk for AEP® designees and EPLS certificants only, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided.  Without a doubt, you will see these errors reflected in the planning done by your every-day clients, as well.

Friday, November 18, 2022 - the day begins with breakfast at approximately 7:30 am
Supplemental Concurrent Breakfast Sessions 

     Accredited Estate Planner® Designation from A - Z
     This session offers an opportunity to have your questions about the AEP® designation answered by the experts at NAEPC.

     Getting Started on the Path to Specialization with the Estate Planning Law Specialist Certification
     This session is for actively-licensed attorneys who are interested in learning more about the EPLS certification.

Special Needs Planning – How to Plan for Beneficiaries with Disabilities
Elizabeth Forspan, JD

How to Taylor Your Trust for a Swift Resolution: You are Never Ever Reaching Those Assets. Ever.
Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®

Recent Developments in Fiduciary Litigation
Meghan Gehr Hubbard, JD

Scheduling Notes

  • The first event for attendees participating in the Pre-Conference Sessions for Estate Planning Council Leaders (breakfast) will begin at 7:00 am on Tuesday, November 15, 2022.
  • The first event for attendees participating in only the educational component of the conference will be the Welcome Reception, scheduled at approximately 5:00 pm on Tuesday, November 15, 2022.
  • Sponsor and exhibitor booth set up will begin the morning of Tuesday, November 15, 2022.  Tear down takes place the afternoon of Thursday, November 17, 2022.
  • The conference concludes at approximately 12:00 pm on Friday, November 18, 2022.


Pre-Conference Sessions for Council Leaders

The pre-conference sessions, also known as Council Leadership Day, will take place on Tuesday, November 15, 2022.  Sessions will begin at 8:00 am with the first of multiple "learning pods" (small, topic-based workshops where council leaders share experiences and learn from one another).  We'll honor our councils during a luncheon, learning pods continue, and the day will conclude with additional sharing sessions by council size and an opening reception.   

Learning pod topics and descriptions

Who should attend?
The day is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive.  

Council Executive (paid staff) attendance at Tuesday's Pre-Conference Sessions is encouraged and the registration fee is waived to allow them to do so.  For this special group of individuals, we also offer time with the NAEPC Webmaster, a private dinner on Tuesday evening with the national office team, and a half-day development session on Wednesday morning.  Please register using the Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders option, making sure to check "Council Executive" during the registration process.

Registration Cost and Cancellation Policy

Register Early and Save!

Late pricing applies to registrations received after October 18, 2022.

A hybrid delivery of the annual conference is being offered for the educational sessions (pre-conference sessions for council leaders will not be available virtually).  Those who wish to attend should register for the Advanced Estate Planning Strategies Conference, making sure to choose "Virtually" as your attendance type.  The registration fee is the same for in-person and virtual attendance.  Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 31, 2022, after which no changes will be accepted.




 Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders: In-Person Only

For Council Officers, Board Members & Paid Staff Executives Only

Council Leadership Day and technical education sessions, presentation materials, and conference
breakfasts, luncheons, and the Tuesday and Wednesday evening receptions

Council Executives (paid council staff) attend with the registration fee waived. 
Sessions begin Tuesday morning and conclude on Wednesday following lunch for these individuals

$1,345 early
$1,395 regular
$1,495 late


 Advanced Estate Planning Strategies Conference - In-Person or Virtual

Technical education sessions, presentation materials, Wednesday - Friday breakfasts and luncheons, and the Tuesday and Wednesday evening receptions

$1,245 early
$1,295 regular
$1,395 late

$1,470 early
$1,520 regular 
$1,570 late

 Single Day Pass: Tuesday, November 15, 2022: In-Person Only

Council Leadership Day sessions and materials, breakfast and lunch on Tuesday, and the Tuesday evening reception

Council Executives (paid council staff) attend with the registration fee waived. 
Sessions begin Tuesday morning and conclude on Wednesday following lunch for these individuals

$270 early
$295 regular
$345 late


 Single Day Pass / Wednesday, November 16, 2022 or Thursday, November 17, 2022:  In-Person or Virtual

Education sessions and presentation materials for the day(s) chosen, breakfast and lunch on the day(s) chosen,
and the Wednesday evening reception  
*No insurance credit available

$520 early
$545 regular
$595 late

$595 early
$620 regular
$670 late

 Single Day Pass / Friday, November 18, 2022: In-Person or Virtual

Friday's education sessions and presentation materials, breakfast, and a heavy late-morning break 
*No insurance credit available

$370 early
$395 regular
$445 late

$420 early
$445 regular
$495 late

 Social Registrant: In-Person Only

Tuesday reception, Wednesday breakfast & reception, Thursday breakfast, and Friday breakfast

$250 early
$275 regular
$300 late



Additional Discounts
> $50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50    Home State Discount for Members of any Council in the State of Florida
> $100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

Cancellations must be received in writing or via email to conference@naepc.org.  A full refund will be granted if notice is received on or before October 18, 2022.  Registrants who cancel between October 19, 2022 and October 31, 2022 will forfeit a $150 administrative fee.  No refunds will be granted after October 31, 2022; requests to transfer registration to another individual will be accommodated.

*Membership Status
A member is defined as an Accredited Estate Planner® designee, Estate Planning Law Specialist certificant, At-Large Member of NAEPC, or leader of an affiliated local estate planning council.  The member rate is also extended to members of affiliated local estate planning councils. > Learn more about membership in NAEPC

Overnight Accommodations

We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.

The NAEPC room rate is $259 (single / double occupancy, exclusive of tax) plus a $15 resort fee.  Reservations for overnight accommodations must be made on or before Monday, October 17, 2022 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.

Please contact the NAEPC office at conference@naepc.org or 866-226-2224 if you experience any trouble during the booking process.

We are grateful to the sponsoring firms that allow us to provide members and guests with an exceptional conference each year.   Please learn more about each by clicking on the logos below.  

















Health & Safety

The health and safety of 59th Annual NAEPC Advanced Estate Planning Strategies Conference attendees is of utmost importance to NAEPC. 

Currently, there is no mask mandate for the Annual Conference and we are not requiring proof of vaccination or proof of a negative COVID-19 test to attend.  We are committed to following guidelines put forth by the Centers for Disease Control and Prevention, federal, state, local authorities, or the host hotel, however.  Additional steps to ensure our event is as safe as possible will be taken if doing so become necessary and those changes will be communicated on this webpage and via email to registered attendees.

We encourage anyone to who wishes to do so to wear a mask and ask that all attendees respectful of others’ decision to social distance or take additional safety precautions.

In accordance with our Event Conduct Statement, we ask participants at the Annual Conference who feel unwell or exhibit signs of illness not to attend the event or portions thereof.

Continuing Education Credit

Continuing education credit is administered by the Society of FSP.  The conference offers up to 15.5 hours of continuing education credit; individual states determine the total number and types of credits awarded.   Approvals begin to arrive 1 1/2 to 2 months prior to the conference and will continue to do so until the event begins; a link to approval information will be posted here.

The following credit will be requested in all states for both the in-person and virtual program: insurance, legal, accounting*, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Wednesday, November 16th, Thursday, November 17th and Friday, November 18th.  Virtual credit will be available to those who attend the LIVE delivery of the sessions to the extent that states and disciplines allow.   

License numbers are requested in advance and required on-site in order to receive credit.  NAEPC does not file the program for legal specialization credit - please contact our office if you require this type of credit so we can investigate its availability.  

Partial credit for this program is not available.  Insurance professionals must attend every session on Wednesday, 
November 16th, Thursday, November 17th and Friday, November 18th to receive credit.  Insurance credit is not available to those who register for a single day pass.

Conference Companions

While the 59th Annual Conference will not have a formal companion program, we do plan on making sure those who accompany a regular registrant feel warm and welcome.  A Social Registrant package is available that includes the Tuesday evening reception, Wednesday breakfast & reception, Thursday breakfast, and Friday breakfast.  Please make sure to share the name and full contact details of conference companions at the time of registration so we can communicate directly with them.  

Additional plans are being created; please check back for more information.  

Supporter Opportunities

We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. 

Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

​NAEPC Event Conduct Statement

All attendees must agree to follow the NAEPC Event Conduct Policy at the Annual Conference.

*The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.  This program is recommended for a total of 17 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.

See Upcoming Event Calendar