DESERT ESTATE PLANNING COUNCIL, INC.

Continuing Education Credit

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

Registration Fees

• $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
• $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 (council dues must be current at the time of registration)

*Special note for those in an area of the country that does not observe daylight savings time...  please take special care to review the timing of the program when you receive your confirmation, and to adjust it based on the current time of year.  All NAEPC programs take place at 3:00 pm ET unless noted otherwise on this website or within an NAEPC newsletter. 

January 21, 2015 (note special date)
Life Insurance Policy Valuation: At Best an Art, Not a Science
Lawrence Brody, JD, LL.M., AEP® (Distinguished) - Bryan Cave LLP

This one-hour program will address defining the “fair market value” of a life insurance policy.  In addition, the program will offer an in-depth look into income and gift tax transactions involving policy valuation for tax purposes.

Larry Brody practices in the private client area of Bryan Cave LLP. He is an adjunct professor at Washington University School of Law and a visiting adjunct professor at the University of Miami School of Law. He focuses his practice on estate planning for high net worth individuals and the use of life insurance in estate and non-qualified deferred compensation planning. He has authored two BNA Tax Management Portfolios, two books for the National Underwriter Company and is a frequent lecturer at national conferences on estate and insurance planning.

Program materials will be posted on this page the week of the program.

REGISTER HERE

Upcoming Programs

February 11, 2015
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) - Littman Krooks LLP
Sophisticated Drafting and Administration Issues for Special Needs Trusts
REGISTER HERE

March 11, 2015
John J. Scroggin, JD, LL.M., AEP® - Scroggin & Company, P.C.
Basis Planning
For decades the primary tax focus of estate planning has been in the minimization of transfer tax costs. For over 99% of Americans, the passage of ATRA shifted the tax focus of estate planning to income tax planning and tax basis planning. Jeff Scroggin will discuss some of the practical traps and opportunities in planning for the basis of assets, including pre-mortem basis planning, planning for loss assets and why many of the previous techniques clients previously adopted have pivoted 180 degrees.

John J. (“Jeff”)  Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. Jeff serves as a member of the board of directors of the University of Florida College of Law and as a founding trustee of the University of Florida College of Law Tax Institute. Jeff served on the board of directors of the NAEPC from 2002 to 2010 and was founding editor of the NAEPC Journal of Estate and Tax Planning from 2006-2011. He was co-editor of CCH’s Practical Estate Planning from 2004 to 2006. Jeff is the author of over 250 published articles, white papers and books. Jeff has been quoted extensively, including 8 times in the Wall Street Journal, on CHH Headline, National Public Radio, the New York Times, Fortune, Forbes, Kiplinger’s, Money, the International Herald Tribune, the Chicago Tribune, The South China Post, The LA Times, Newsday, and the Miami Herald.  REGISTER HERE

Webinar Cancellation Policy:  Cancellations made prior to 14 days of the webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. All cancellations will receive the replay link. Please direct questions about billing or refunds to Webinars@ConferTel.net or 866-930-4500.

Past Programs

Missed a live program?  Not to worry!  Archives of all programs are available.   The fee to participate is the same as the live feed. 

To obtain an archive of the following programs, please click HERE.

• 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go! (advanced - intermediate) Turney P. Berry, JD, AEP®
• Avoiding the Twilight Zone of Estate Administration M. Holly Isdale, JD
• Charitable Strategies to Help Create and Protect Legacy Laura Malone, CAP®, CEPA
• Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Paul S. Lee, JD, LL.M., AEP® (Distinguished) Nominee
• Increasing Client Receptivity from The Right Side of the Table Todd Fithian
• The ATRA-Math: Estate Planning AFter the American Taxpayer Relief Act of 2012  Thomas J. Pauloski, JD

To obtain an archive of the following programs, please email the national office or phone 866-226-2224, making sure to include the specific webinar you wish to purchase.

• Perspectives on the Future of Estate Planning as a Profession  Lawrence Brody, JD, LL.M., AEP® (Distinguished) , Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) & Jeffrey N. Pennell, JD
• Special Needs Trusts, What Every Estate Planner Needs to Know Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®
• The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA  Erica Nadeau, CPA & Scott E. Squillace, Esq.
• The Hybrid Domestic Asset Protection Trust:  a Third-Party Trust That Can Turn Into a Self-Settled Trust Steven J. Oshins , JD, AEP® (Distinguished)
• How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients  Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
• 2014 Heckerling Institute Highlights  Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
• Cognitive Errors in Group Decision Making Nancy B. Rapoport
• In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities Tom Breedlove / Care.com (No fee to participate)