NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
Flexible trust planning has never been more important as a result of tax, political, economic, lawsuit and family uncertainty. This webinar will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these uncertainties intergenerationally. The webinar will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, the webinar will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.
Al is the Co-Founder and Co-CEO of South Dakota Trust Company LLC and the SDTC related companies. Previously, Al was a Managing Director and National Director of Estate Planning for Citigroup. He was also the Co-Founder and Vice-Chairman of Citicorp Trust South Dakota. He is currently the Co-Chair of the Editorial Board at Trusts & Estates Magazine. Al received his B.A. from Holy Cross College, his Juris Doctor from Syracuse University School of Law, and his LL.M. in Tax Law from Boston University School of Law. Al is based in New York City & Westport, Connecticut.
REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
