NAEPC Advanced Estate Planning Strategies Virtual Conference 2021 | Accelevents | 2 November 2021 | Virtual Event
Venue
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| Event Date | Tue Nov 2 EDT - Thu Nov 4 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Welcome to the online hub of the 58th Annual NAEPC Virtual Advanced Estate Planning Strategies Conference!
NAEPCs signature annual event features nationally-recognized presenters on topics of interest to estate planning professionals while providing opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting edge ideas and trends, even in today's virtual environment!
Speakers
2021 Speakers
Forest Dorkowski
St. Jude Children’s Research Hospital®
Susan Austin Carney, JD
Designation Administrator, NAEPC
Sarah Butterfield
Council Services Administrator, NAEPC
Julia Zettl
Admin, NAEPC
Eleanor Spuhler
Executive Director, NAEPC
Mary Lessick
Admin & Conference Planner, NAEPC
Stephan R. Leimberg, JD, AEP® (Distinguished)
Attorney and Author, Leimberg Information Services, Inc.
Dana G. Fitzsimons, Jr., JD, AEP® (Distinguished) Nominee
Managing Director and Senior Fiduciary Counsel, Bessemer Trust
Martin Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Attorney, Shenkman Law
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director of Pioneer Wealth Partners, LLC
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Partner and National Director of Wealth Planning, Evercore Wealth Management Managing Director, Evercore Trust Company
Tiffany R. Couch ,CPA/CFF, CFE
CEO/Founder, Acuity Forensics
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
Partner, Keebler & Associates, LLP
Amy K. Kanyuk, JD
McDonald & Kanyuk, PLLC
Natalie B. Choate, Esq., AEP®
Lawyer
Samuel A. Donaldson, JD, LL.M., AEP®
Professor of Law, Georgia State University College of Law
Jon Mendelsohn
Chief Executive Officer, Ashar Group, LLC
Jamie Mendelsohn
Executive Vice President, Ashar Group, LLC
Stephen R. Pepe
Loan Officer/Outside Account Executive, Reverse Mortgage Funding, LLC
Sponsors & Partners
2021 Sponsors
• Ashar Group
• ComericA
• RMF
• St. Jude Children's Research Hospital
• WealthCounsel