Event Calendar
| January 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: After All That - Lifetime Transfers That Still Work!
Louis A. Mezzullo, JD, AEP® (Distinguished) |
| January 20, 2022 |
SECURE ACT Planning using Testamentary Charitable Remainder Trusts: From Concept to Completion
Paul Caspersen |
| January 25, 2022 |
Social Security Considerations in Estate Planning
NAEPC Webinar at MCC |
| February 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| February 17, 2022 |
The Intersection of Estate Planning and Crypto
Matt McClintock |
| February 22, 2022 |
Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
NAEPC Webinar at MCC |
| March 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| March 17, 2022 |
TBA
Al W. King III J.D., LL.M., AEP (Distinguished), TEP |
| March 22, 2022 |
Tax-Smart Charitable Giving, Especially with Retirement Assets
NAEPC Webinar at MCC |
| April 20, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
| April 21, 2022 |
Asset Protection
Karen Witherell |
| April 26, 2022 |
Non-Tax Aspects of Business Succession Planning
Cannon Teleconference |
| May 11, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD |
| May 19, 2022 |
TBA
Sam Donaldson |
| May 24, 2022 |
Estate Planning for and Administration of Digital Assets
Cannon Teleconference |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M. |
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| July 26, 2022 |
Post-Mortem Planning and Strategies
Cannon Teleconference |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 20, 2022 |
Tax
Jere Doyle |
| October 25, 2022 |
Legitimate and Effective Asset Protection Planning
Cannon Teleconference |
| November 15, 2022 |
Qualified Retirement Plan and IRAs - What You Can and Can't Do
Cannon Teleconference |
| December 13, 2022 |
Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
Cannon Teleconference |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
