61st Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference 2024 | National Association of Estate Planning Councils | 20 October 2024 | Disneyland Resort, Anaheim, CA 92802, USA
Venue
Disneyland Resort
Disneyland Resort, Anaheim, CA 92802, USA
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| Event Date |
Sun Oct 20 PDT - Thu Oct 24 PDT (about 2 months ago)
In your timezone (EST): Sun Oct 20 3:00am - Thu Oct 24 3:00am |
| Location |
Disneyland Resort
Anaheim, CA 92802, USA |
| Region | Americas |
Details
Our time together will include "learning pods" (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and additional time during this month to spend time with other leaders.
Who Should Attend?
• The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status.
• The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends
Speakers
2024 Speakers
Joan K. Crain
Estate Planning Expert
Samuel A. Donaldson
Federal Tax Expert
Stephanie Loomis-Price
Attorney, Estate Planning
Briana Loughlin
Attorney, Estate Planning
Susan P. Rounds
Estate Planning Expert
Kyle C. Martin
Estate Planning Expert
Edward Beckwith
Charitable Planning Expert
Jocelyn Margolin Borowsky
Attorney, Trust Planning
Elizabeth King
Attorney, Trust Planning
April Caudill
Attorney, Family Business Succession Planning
Forest J. Dorkowski
Charitable Planning Expert
Elizabeth R. Glasgow
Estate Planning Expert
Jennifer Van Duzer
Estate Planning Expert
Paul R. Greenwood
Attorney, Estate Planning
Peter M. Hershon
Insurance Planning Expert
John P. Hussman
Investment Planning Expert
Jeffrey K. Lambert
Estate Planning Consultant
Justin T. Miller
Estate Planning Expert
Ferdinando L. Mirarchi
Medical Expert in Advance Directives
Richard W. Nenno
Estate Planning Attorney
Vincent C. Thomas
Estate Planning Attorney
Nancy B. Rapoport
Legal Scholar
Wes Turiano
Estate Planning Consultant
Sponsors & Partners
2024 Sponsors
PREMIER SPONSORS:
• Coventry
• Mideo
SPONSORS:
• Adapt
• Betty Brigade
• M Financial Gruop
• St. Jude Children Research Hospital
• SDTC
• Talon Fiduciary Solutions
• The American College