Events

NAEPC Webinar - After All That - Lifetime Transfers That Still Work!
Wednesday, January 19, 2022, 03:00pm - 04:00pm
Hits : 62

Robert G. Alexander Webinar Series / Upcoming Program

 

After All That - Lifetime Transfers That Still Work!

Speaker: Louis A. Mezzullo, JD, AEP® (Distinguished)
Date: Wednesday, January 19, 2022, 3:00pm - 4:00pm ET

About the Program

Many of our favorite estate planning techniques were threatened with being taken away or dramatically changed. Where do things stand now, and what do we need to know as estate advisors to our clients?

In this advanced program, Lou Mezzullo will discuss recent tax code changes that affect estate planning. He will offer practical suggestions as to how to deal with the changes. Join us to get expert analysis on the changing landscape in Washington.

About the Speaker

Louis A. Mezzullo is of counsel with Withers Bergman LLP, practicing principally in California. Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland. He is a past Chair of the American College of Tax Counsel, Past President of the American College of Trust and Estate Counsel, and a past Chair of the ABA Section of Real Property, Trust and Estate Law.

Register for the Webinar >>

Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

 

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 This email address is being protected from spambots. You need JavaScript enabled to view it. prior to attending your first program if you have any questions with regard to the availability of credit.

Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $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 

 
 

Platinum Sponsors

JSN Boot template designed by JoomlaShine.com