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56th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders
Tuesday, November 05, 2019, 08:00am - 05:00pm
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56th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Estate Planning Council Leaders

November 5-8, 2019
Las Vegas, Nevada
The Cosmopolitan of Las Vegas

Download the Conference Brochure

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Upcoming Deadlines

Advanced Planning Topics
Ample Time to Build Coast-to-Coast Multi-Disciplinary Relationships
Nationally Recognized Presenters

You've already made NAEPC your association of choice; why not make the NAEPC Advanced Estate Planning Strategies Conference your estate planning conference of choice? See what you're missing, join us in Las Vegas!

Presenter Highlight: Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

photoSamuel A. Donaldson, JD, LL.M., AEP® (Distinguished) is a Professor of Law at Georgia State University in Atlanta. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law's Student Bar Association.

Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer.

Professor Donaldson's informative, entertaining, and always-popular session, Current Developments in Estate Planning, will recap the important cases, rulings, regulation, and legislation from the past 12 months in the areas of income, estate, and gift taxes of interest to estate planning professionals.

Register Here

Single day passes are available and package registration fees start at $1,095; discounts are available. Learn more, download the conference brochure and register at www.NAEPC.org/conference.

Important Message for Estate Planning Council Leaders
Don't forget that the Pre-Conference Sessions (also known as Council Leadership Day) are just for you, your board, and staff! This day of sessions offers learning pods (small group workshops) where council leaders can share their experience and learn from one another, all based on a single subject. Learn more on our website.

We are grateful for the support of all 56th Annual NAEPC Advanced Estate Planning Strategies Conference sponsors & exhibitors, including:

           

Trusts & Estates


 

Alliance Trust Company

Brentmark, Inc.

Cancer Research Institute

CIBC Private Wealth Management

CIM Marketing Partners

Comerica Wealth Management

Commonwealth Trust Company

Coventry

Heritage Auctions

Koplin Consulting

Life Insurance Trust Company

RenPSG

Welcome Funds, Inc.

White Glove

November 5-8, 2019
Las Vegas, Nevada
The Cosmopolitan of Las Vegas

Now with more social and networking time and single-day passes!

56th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Estate Planning Council Leaders

Now with more social and networking time and single-day passes!

November 5-8, 2019
Las Vegas, Nevada
The Cosmopolitan of Las Vegas

photo

Conference Updates

  • Speakers and Topics Announced
  • Conference and Hotel Registration is Open
  • Up to 17 continuing education credit hours** from nationally-known presenters, including 10 members of the NAEPC Estate Planning Hall of Fame®
  • Pre-conference sessions for council leaders (also known as Council Leadership Day) take place on Tuesday with small topic-based discussions and additional time with other council leaders

> See full conference information

Registration Fees & Discounts

Register Here

> Online Registration Form

Early pricing applies to registrations received on or before September 30, 2019.
Late pricing applies to registrations received after October 18, 2019.

Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
(for Council Leaders & Executives Only)

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

> Member*: $1,175 early, $1,225 regular, $1,275 late

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

Advanced Estate Planning Strategies Conference

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

> Member*: $1,045 early $1,095 regular, $1,145 late
> Non-Member: $1,270 early, $1,320 regular, $1,370 late

Single Day Pass for Tuesday, November 5, 2019

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 for these individuals begin Tuesday morning and conclude on Wednesday following lunch.

> Member*: $200 early, $250 regular, $300 late

Single Day Pass for Wednesday, November 6, 2019

Wednesday's education sessions and presentation materials, breakfast and lunch on Wednesday, and the Wednesday evening reception
**No insurance credit available

> Member*: $445 early, $495 regular, $545 late
> Non-Member: $520 early, $570 regular, $620 late

Single Day Pass for Thursday, November 7, 2019

Thursday's education sessions and presentation materials, breakfast and lunch on Thursday
**No insurance credit available

> Member*: $445 early, $495 regular, $545 late
> Non-Member: $520 early, $570 regular, $620 late

Single Day Pass for Friday, November 8, 2019

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

> Member*: $275 early, $325 regular, $375 late
> Non-Member: $325 early, $375 regular, $425 late

Conference Materials Only

Digital access to the full conference materials provided post-conference for those who are unable to join us in-person in Las Vegas.

> Member*: $195
> Non-Member: $245

Additional Discounts
  • $50 for active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
  • $50 Host Council discount for members of Nevada councils
  • $100 NAEPC Volunteer discount (available to non-board members of any committee of NAEPC)
Cancellation Policy

Cancellations must be received in writing or via email to This email address is being protected from spambots. You need JavaScript enabled to view it.. A full refund will be granted if notice is received on or before 09/13/19. Registrants who cancel between 9/14/19 and 10/18/19 will forfeit a $100 administrative fee. No refunds will be granted after 10/18/19. Requests to transfer registrations 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 available to members of affiliated local estate planning councils. Learn more about membership in NAEPC

We are grateful for the support of all 56th Annual NAEPC Advanced Estate Planning Strategies Conference sponsors & exhibitors, including:

           

Trusts & Estates

Brentmark, Inc.

Cancer Research Institute

CIBC Private Wealth Management

Commonwealth Trust Company

Coventry

Heritage Auctions

Koplin Consulting

Life Insurance Trust Company

RenPSG

Welcome Funds, Inc.

White Glove

**Individual states and governing bodies determine total credit hours awarded. Learn more at www.NAEPC.org/conference.
 

 
National Association of Estate Planners & Councils
1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: (866) 226-2224  ~  Fax: (216) 696-2582  ~  E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

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