Event Calendar

September 3, 2019 Trust Document Language - the Good, the Bad and the Ugly
Trust Officer Roundtable
September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
October 1, 2019 Common Postmortem Issues and Potential Solutions
Panel
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019 Long-Term Care
Misty Clark VanTrease, Kentucky ElderLaw, PLLC, Louisville, KY
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 3, 2019 Special Updates - Topic TBD
Turney Berry, Wyatt Tarrant & Combs, Louisville, KY
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 7, 2020 Competency
Panel
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
February 4, 2020 Special Needs Planning & ABLE Accounts
Karen Perch, Lifeplan of Kentucky
February 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
March 3, 2020 Kentucky Farmland Trusts
Jerry Cosgrove, American Farmland Trust, Syracuse, NY
May 5, 2020 Retirement Plans and Defined Benefit Pension Plans for Small Business Owners
Leslie O'Bryan, Benefits Administrators, Lexington, KY
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