Venue
Virtual Event

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Event Date Tue Nov 2 EDT - Thu Nov 4 EDT (in 10 days)
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