Breakout Session Highlights for the NAEPC Advanced Estate Planning Strategies Conference
Thursday, November 07, 2019, 08:00am - 05:00pm
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National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals


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


Breakout Session Highlights

The schedule for Thursday, November 7th includes two sets of breakout sessions. Your choices include these exciting options:

Traps for the Unwary—Some Estate Planners' Proscriptions and Conundrums, a Deeper Dive
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) & Jeffrey Schoenblum, JD, AEP® (Distinguished)
It is reasonable to assume that estate planning advisors have an affirmative duty to raise planning opportunities with their clients. Because many estate planning advisors seek to be, and hold themselves out to being "the client's (primary) wealth advisor", increasingly courts have held them to the high standards they profess to possess. This session builds on the session provided on Wednesday and will offer a more in-depth look into "Some Estate Planners' Proscriptions and Conundrums."

Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
How can you help families avoid the "shirtsleeves to shirtsleeves in three generations" phenomenon? Not only do advisors need to prepare the money for the family, but they also should help prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations, and will provide examples of practical contemporary tax and estate planning techniques that have helped such families build lasting legacies.

Minority Report: Planning for Clients with Minor Children
Sarah Moore Johnson, JD
Planners often give short shrift to the naming of a guardian, yet it is of utmost importance for parents of minor children. This program will revisit guardianship provisions, stand-by guardians and medical consents; trends in trust terms for minors; the taxation and termination of custodial accounts; and the interplay of Section 529 plans and financial aid.

New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
Cryptocurrency has created a lot of buzz—both hype and skepticism. Although cryptocurrency has been in existence since 2008, it is a cutting edge issue in estate planning. Due to its technological, digital nature, cryptocurrency presents interesting and uncertain tax and practical considerations in planning with this special type of asset. This presentation will provide background on blockchain, the technology underlying cryptocurrencies, and the evolution of cryptocurrencies, such as Bitcoin, in an attempt to demystify the technical features and mechanics of both blockchain and cryptocurrencies, which generally are misunderstood.

Preparing the Next Generation for What's Ahead
Donna E. Trammell
Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don't know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.

Learn more and download the conference brochure at www.NAEPC.org/conference.

Starts at $1,045
Single-day passes now available
Additional Discounts Offered



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 by clicking on the link above.

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


Heritage Auctions

Koplin Consulting

Life Insurance Trust Company


Welcome Funds, Inc.

White Glove


Platinum Sponsors

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