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