60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023

Date: Sunday, November 12, 2023
Time: 5:00pm - 6:30pm
Location: Fort Lauderdale, Florida / Marriott Harbor Beach Resort & Spa

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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. 

Presenters & Topics

NAEPC Estate Planning Hall of Fame® Members
Bryan K. Clontz, Ph.D., ChSNC®, RICP®, CAP®, CLU®, ChFC®, CFP®, AEP® (Distinguished)  
Charitable Planning with Non-Conventional Assets

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)  
Cross Border Wealth Planning 
Wealth Planning for Americans Abroad; Specific Considerations

Samuel A. Donaldson, JD, LLM, AEP® (Distinguished) 
Federal Tax Update

Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) 
Post-Mortem Elections  
Love, Sex, Money, Marriage & Death: Estate Planning Aspects of Divorce 

S. Stacy Eastland, JD, AEP® (Distinguished) 
Capitalizing on Estate Planning Opportunities for High Net Worth Clients in Today’s Environment

Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA® 
TCJA: Critical Income Tax Planning Concepts for Sunset

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) 
Elder Law and Special Needs Planning

And Industry Experts
Katie Bennett, CVA, LaToya Encarnacion, Jamie L. Mendelsohn and Jon B. Mendelsohn  
Unique Planning Solutions using Existing Life Insurance Policies 

Katie Bennett, CVA, LaToya Encarnacion, and Jamie L. Mendelsohn  
How to Use Life Insurance Valuations in Your Financial, Charitable, Estate or Tax Planning Practice

Aquanetta J. Betts, JD, CAP®, AEP®, CFRE, Theresa L. Hughes, MBA, CTFA, AEP®, Karly A. Laughlin, CPA, AEP®, Jennifer E. Smith, JD, LL.M. (taxation), AEP® and 
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) 
Cross-Disciplinary Panel on NAEPCs Core Value: Multi-Disciplinary Teaming

Bikram Chadha 
Introduction to ESG Investing and Diversity Considerations in Investing

William Fox, CPA, Richard Reuter, CPA, CGMA, and Timothy Wallen, CPA 
Strategies for Transitioning Real Estate Wealth to Heirs & Important Tax Structuring Considerations

Tama Brooks Klosek, JD 
The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?

Sharon McRill
Distribution of Estate Assets: Where does All the Stuff Go? (Bonus Session)

Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP® 
Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My! 
Don’t Guess and Make a Mess with QSBS

Ferdinando L. Mirarchi, DO, FAAEM, FACEP and Jestin Carlson, MD, MS, MHA, CPE 
Flip A Coin….Does your Living Will Protect or Harm You?

Wade D. Pfau, PhD, CFA®, RICP®
Determining a Client's Retirement Income Style and an Update on SECURE Act 2.0's Implications for Retirement Income

Louis W. Pierro, Esq. and Peter J. Strauss, Esq.  
Riding the Age Wave: Sharpen Your Skills To Serve Clients Who Demand Independence, Financial Security and Peace of Mind Throughout Retirement

Gary F. Rossi  
Cyber Fraud & Personal Security Insights – Key Strategies in Protecting your Family and Wealth

Michael H. Rubin, JD  
Technology Traps and Reply All Regrets: Ethical Issues for both Tech Geeks and Luddites

Registration Cost and Cancellation Policy

Register by October 20th!
Late pricing applies to registrations received after October 20th.

Hybrid delivery of the annual conference is being offered for the educational sessions (Monday and Tuesday morning breakout sessions and Council Leadership Conference will not be available virtually).  Those who wish to attend should register for the Advanced Estate Planning Strategies Conference, making sure to choose "Virtually" as your attendance type.  The registration fee is the same for in-person and virtual attendance.  Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 27, 2023, after which no changes will be accepted. The conference takes place in the Eastern Time Zone; please plan accordingly.  Virtual viewing is not available to those who attend in-person.




 Advanced Estate Planning Strategies Conference with Council Leadership Conference Pass: In-Person Only

For Council Officers, Board Members & Paid Staff Executives Only

Technical education sessions, presentation materials, Council Leadership Conference, and conference
breakfasts, luncheons, and the Sunday and Tuesday evening receptions

Council Executives (paid council staff) attend with the registration fee waived. Sessions begin Wednesday morning and conclude at noon on Thursday for these individuals.

$1,445 early
$1,495 regular
$1,545 late


 Advanced Estate Planning Strategies Conference - In-Person or Virtual*

Technical education sessions, presentation materials, Monday - Wednesday breakfasts and luncheons,
and the Sunday and Tuesday evening receptions

*Select sessions available for virtual attendance.

$1,345 early
$1,395 regular
$1,445 late

$1,570 early
$1,620 regular 
$1,670 late

 Educational Day Pass - Monday, November 13, 2023 or Tuesday, November 14, 2023: In-Person or Virtual*

Education sessions and presentation materials for the day(s) chosen, breakfast and lunch on the day(s)
and the Sunday or Tuesday evening reception 

*Select sessions available for virtual attendance.

$545 early
$595 regular
$645 late

$620 early
$670 regular
$720 late

 Educational Half-Day Pass - Wednesday, November 15, 2023: In-Person or Virtual*

Education sessions and presentation materials, breakfast and lunch, and the Tuesday evening reception 

*Select sessions available for virtual attendance.

$395 early
$445 regular
$495 late

$445 early
$495 regular
$545 late

 Council Leadership Conference Pass - Wednesday, November 15, 2023 and Thursday, November 16, 2023: In-Person Only

Council Leadership Conference sessions and materials, lunch and the Council Awards Ceremony evening reception on Wednesday and breakfast on Thursday

Council Executives (paid council staff) attend with the registration fee waived. 
Sessions begin Wednesday morning for Council Executives and Wednesday afternoon for Council Leaders and conclude on Thursday at noon.

$270 early
$320 regular
$370 late


 Social Registrant: In-Person Only

Sunday reception, Monday breakfast, Tuesday breakfast and reception, and Wednesday breakfast

$250 early
$275 regular
$300 late


Additional Discounts
> $50    Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
> $50    Home State Discount for Members of any Council in the State of Florida
> $100  NAEPC Volunteer (available to non-board members currently serving on any committee of NAEPC)

Cancellation / Transfer 
A request for a cancellation / transfer must be received via email to conference@naepc.org.  A full refund for a cancellation will be granted if notice is received on or before October 13, 2023.  Those who cancel between October 14, 2023 and October 27, 2023 will forfeit a $200 administrative fee. Changes from in-person to virtual attendance or virtual to in-person attendance will be accommodated until October 27, 2023.  No refunds will be granted after October 27, 2023 for any reason; requests to transfer registration to another individual will be accommodated.

Virtual Attendance Policy: Virtual viewing is not available to those who attend in-person.

*Membership Status
A member is defined as an Accredited Estate Planner® designee, Estate Planning Law Specialist certificant, At-Large Member of NAEPC, or leader of an affiliated local estate planning council.  The member rate is also extended to members of affiliated local estate planning councils. > Learn more about membership in NAEPC

Continuing Education Credit

The following credit will be requested in all states for both the in-person and virtual program: legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) starting November 13th and going through November 15th at 12:25  pm as follows.

                                   In-Person Attendance - Up to 16 Hours                                   Virtual Attendance - Up to 12 Hours 

The program will not be filed for insurance or legal specialization credit. Individual states and governing bodies, coupled with your attendance, determine the total number and type of credit awarded. License numbers are required on-site to receive credit. Approval status will be communicated on our website approximately six weeks pre-conference.

Select sessions will be delivered virtually. Virtual credit will be available to those who attend the LIVE delivery of the select sessions and to the extent that states and disciplines allow for this type of credit. Continuing education is administered by our partner, the Society of FSP.

Overnight Accommodations

We are delighted to return to Fort Lauderdale, Florida and Marriott Harbor Beach Resort & Spa. The hotel perfectly blends relaxed tropical serenity with Marriott’s well-known standard of service. Attendees will experience a beachfront location with modern and plentiful amenities close to shops, dining, and nightlife for the perfect marriage of conference + relaxation.  

The NAEPC room rate is $269 (single / double occupancy, exclusive of tax) plus a $15 resort fee.  Reservations for overnight accommodations should be made by Friday, October 20, 2023 on our reservations website or by calling 954-525-4000 and letting the reservationist know you are attending the NAEPC conference.

Please contact the NAEPC office at conference@naepc.org or 866-226-2224 if you experience any trouble during the booking process.

The Council Leadership Conference

The post-conference sessions, also known as the “Council Leadership Conference”, will begin at 2:00 pm on Wednesday, November 15, 2023 and conclude at approximately 12:00 pm on Thursday, November 16, 2023. 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, a new evening reception honoring the councils receiving annual awards, and additional time during the evening of Wednesday, November 15, 2023 evening to spend time with other leaders. 

Who should attend?  The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC.  NAEPC recommends sending at least one officer at the vice-president level or under and the council's executive. 

Council Leaders & Board Members:  View your schedule and learning pod choices on the green page of the brochure.

Council Paid Staff Executives / Administrators:  Your schedule follows (also shown in brochure):

Wednesday, November 15, 2023  
8:00 am - 1:30 pm Development Session (Breakfast, Session, Lunch)
2:00 pm - 3:45 pm Learning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pm  Council by Size Session #1 with Leaders
5:00 pm - 6:30 pm Annual Awards Reception with Leaders
6:30 pm Private Staff Executive / Administrator Dinner
Thursday, November 16, 2023  
7:00 am - 8:00 am Breakfast in the Sun with Leaders
8:00 am - 9:45 am Session with Webmaster (those with NAEPC-hosted website)
  Learning Pod #3 and #4 (those without NAEPC-hosted website)
9:45 am - 10:45 am Learning Pod #5 with Leaders & Conversation Break
10:45 am - 12:00 pm Council by Size Session #2 with Leaders
12:00 pm Council Leadership Conference Ends

We are grateful to all of the sponsoring firms that allow us to provide members and guests with an exceptional conference each year,
including those shown below.  Please learn more about each by clicking on the firm's logo.















    Click on the images below to watch short introduction videos from our sponsoring firms. 


Supporter Opportunities

‚ÄčWe welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. 

Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution lists.

Visiting the Area

Start planning your time in Florida now by letting Visit Lauderdale and the nearby Greater Miami Convention and Visitors Bureau help! 

These two organizations have all of the information you need to plan an exciting trip.

Save the Date

61st Annual NAEPC Advanced Estate Planning Strategies Conference 
with Post-Conference Sessions for Estate Planning Council Leaders
Date & location will be announced soon!

62nd Annual NAEPC Advanced Estate Planning Strategies Conference 
with Post-Conference Sessions for Estate Planning Council Leaders
October 18 - 23, 2025
Fort Washington, Maryland I Gaylord National Resort & Convention Center

See Upcoming Event Calendar