East Valley 
Estate Planning Council

Events


Please note the following policies regarding registration.

  • Substitution Policy

    Membership in EVEPC Inc. (dba East Valley Estate Planning Council) provides the ability to send an associate to the regular monthly meetings in place of a member, under the member registration, at any time a member cannot attend.  Substitutions are made at the members’ discretion, and must be authorized by the member and EVEPC.  EVEPC will allow a substitution if requested at least four business days before the meeting.  Only one substitute per member, per year.  Requests for substitutions can be sent to East Valley Estate Planning Council.


  • Guest Fee Refund Policy:  No Refunds

    EVEPC Inc. (dba East Valley Estate Planning Council) uses the number of confirmed registrations for determining the number of attendees and meals needed for each meeting.  For this reason, the Council has adopted a no refund policy.  The Council will issue no refunds for any guest fees.  If a guest makes a reservation and then is unable to attend a meeting, the guest fee will still be due and payable.

Upcoming events

    • 15 Nov 2017
    • 17 Nov 2017
    • The Roosevelt new Orleans: New Orleans, Louisiana

     

    54th Annual NAEPC
    Advanced Estate Planning Strategies Conference

    with Pre-Conference Sessions for Council Leaders

    November 15-17, 2017 - New Orleans

    Learn more about New Orleans and start planning your trip HERE.

    REGISTER FOR THE CONFERENCE HERE

    Early Bird Discount Expires in
    19 days 10 hours 6 minutes 24 seconds

    Speakers & Topics

    DOWNLOAD THE CONFERENCE BROCHURE HERE!

    Wednesday, November 15, 2017 (offered as a part of the pre-conference sessions for council leaders, available as an opt-in for educational attendees)
    Council Leadership Day Development Session: Communication Across Generations and the Impact of Family Philanthropy
    Sharna Goldseker

    Thursday, November 16, 2017
    Sponsor Bonus Session: Life Insurance in Estate Planning: Beyond the Role of Benefits for Beneficiaries & Tax Strategies
    Darwin M. Bayston, CFA
    Session provided by Berkshire Settlements, Inc.

    Modern Uses of Partnerships in Estate Planning
    Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

    Life Insurance Product Selection, Design and Funding: Making Fundamental Decisions in Common Financial and Estate Planning Scenarios
    Charles L. Ratner, JD, CLU®, ChFC®, AEP® (Distinguished)

    Sponsored General Session: Advanced Planning Applications for Market-Based Life Insurance Valuations
    William Clark, Jamie Mendelsohn & Jon B. Mendelsohn
    Session provided by Ashar Group / Ashar SMV

    How Slippage and Gray Areas Lead Us Into Ethical Lapses
    Marianne M. Jennings, JD

    Minimizing Family Conflicts in Estate Planning
    John J. Scroggin, JD, LL.M., (taxation), AEP® (Distinguished) Nominee

    Current Issues in Estate and Gift Tax Audits and Litigation
    John W. Porter, B.B.A., JD, AEP® (Distinguished)

    Special Concurrent Sessions on Thursday, November 16, 2017, 5:15 pm

    Annual Private Event for Active Accredited Estate Planner® Designees and Estate Planning Law Specialist Certificants
    Legacy Planning Reimagined: a Discussion with Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®

    The Accredited Estate Planner® Designation Program from A - Z
    For those who are interested in learning more about or attaining the AEP® designation, this session will provide an overview of the program and offer an opportunity to have your questions answered by the experts at NAEPC.  


    Friday, November 17, 2017
    Tax-Efficient Drawdown Strategies During Retirement
    Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

    Estate Planning Current Developments and Hot Topics
    Steve R. Akers, JD, AEP® (Distinguished)

    Sponsored General Session: Understanding Asset Protection in the 21st Century
    Douglass S. Lodmell, JD, LL.M.
    Session provided by Asset Protection Council® / Lodmell & Lodmell, P.C.

    Inter Vivos Non-Grantor Trusts (some Complete; some Not) for State (and some Federal) Income Tax Minimization
    William D. Lipkind, JD, LL.M.

    Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security
    John Bergner, JD & Jeff Chadwick, JD

    Income Taxation of Trusts & Estates – Ten Things Estate Planners Need to Know
    Mickey R. Davis, JD & Melissa J. Willms, JD, LL.M.

    We are grateful for the support of our conference sponsors, including:

         

    Cost & Registration

    DOWNLOAD THE CONFERENCE BROCHURE HERE!

    54th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
    Includes Council Leadership Day sessions on Wednesday, November 15, 2017, sponsor bonus and technical education sessions on Thursday, November 16, 2017 & Friday, November 17, 2017, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $1,125

    54th Annual Advanced Estate Planning Strategies Conference
    Includes the Wednesday evening Welcome Reception at 5:00 pm on Wednesday, November 15, 2017, sponsor bonus and technical education sessions on Thursday, November 16, 2017 & Friday, November 17, 2017, presentation material, and Thursday and Friday breakfasts & luncheons.  $1,025 member* / $1,250 non-member

    Companion Package
    Includes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $475

    Available Discounts
    $50    Early Bird Discount (Registration must be received by September 30, 2017)
    $50    Active Accredited Estate Planner® or Estate Planning Law Specialist designee
    $50    Host Council Discount for Members of New Orleans EPC
    $100  NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC)

    A $50 late fee applies to all registrations submitted after October 31, 2017.

    Cancellation Policy: Cancellations must be received in writing or via email to conference@naepc.org.  A full refund will be granted if notice is received on or before 9/29/17.  Registrants who cancel between 9/30/17 and 10/31/17 will forfeit a $100 administrative fee.  No refunds will be granted on or after 11/1/17.  Requests to transfer registrations will be accommodated.

    * A member is defined as an active AEP or EPLS designee, At-large member of NAEPC, or a member of an estate planning council affiliated with NAEPC.

    Companion Program

    The Conference Committee prides itself on choosing exciting companion programs for those who accompany Council Leadership Day and Educational Package registrants to the conference!  Two very exciting programs are planned for this year:

    Thursday, November 16, 2017
    Visit to The National WWII Museumlunch at Mother’s Restaurant, and a tour the New Orleans Contemporary Arts Center

    Friday, November 17, 2017
    Garden District & Cemetery Walking Tour, lunch, and Magazine Street shopping 

    The companion package fee is $475 and includes the Thursday & Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  

    Learn more about the 54th Annual NAEPC Advanced Estate Planning Strategies Conference Companion progam by downloading the informational flyer.

    *Tours subject to change

    The Roosevelt New Orleans, a Waldorf Astoria Hotel

    NAEPC is delighted to host its 54th Annual Conference at The Roosevelt New Orleans.  Steeped in history, The Roosevelt New Orleans and the land on which it sits was home to many interesting buildings prior to opening as the lavish Grunewald Hotel in 1893.

    The NAEPC room rate is $279 / night for single or double occupancy (plus applicable taxes and fees).  Additional room and suite options are available.  Reservations must be made by Friday, October 20, 2017.  Reservations can be made online by clicking HERE or by calling (888) 887-1006 and letting the reservationist know you are with NAEPC.

    Transportation

    Option 1, Shared Ride Shuttle Service through Airport Shuttle
    Getting from the aiport to the hotel and back is easy with Airport Shuttle, which provides shared ride service to and from The Roosevelt!  Book travel online at least 24 hours prior to your flight arrival time HERE and receive a $4 discount, making roundtrip fare $40 and one-way tickets only $24.  To receive the discount travel must be booked online through the special NAEPC portal.  

    Option 2, Uber / Lyft
    The Roosevelt is serviced by both Uber and Lyft.  

    Option 3, Hertz Rental Car
    NAEPC has arranged for special discounts with Hertz for rentals in New Orleans from November 13-17, 2017.  To reserve, please call 800-654-2240, book online, or download the special NAEPC flyer HERE.  When booking online, the convention number/CV code is 03WB0020​ and should be entered in the "Enter a Discount or Promo Code" section of the booking options.

    Continuing Education Credit

    The conference offers up to 15 hours of continuing education credit.  Approval status can be monitored HERE.  Please note that approvals typically do not arrive until approximately two months prior to the conference.  

    The following credit will be requested in all states: insurance, legal, accounting, CFP®, CTFA and PACE (including one hour of ethics credit, where applicable) for Thursday, November 16, 2017 and Friday, November 17, 2017.  Individual states determine the total number and types of credits awarded.  Insurance, legal, and CFP® license numbers are required on-site in order to receive credit.  

    IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS
    Partial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 16, 2017 and Friday, November 17, 2017 to receive credit.

    The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.  This program is recommended for a total of 15 specialized knowledge & applications credit hours. The Annual Conference is an advanced educational program. A CPA who devotes at least 35% of their practice to estate planning meets the prerequisite level of knowledge to attend the program. After attending, participants will be able to identify and implement advanced estate planning techniques that will improve professionalism and personal service to their clients.

    Continuing education credit is administered by the Society of FSP.

    Sponsorship & Exhibitor Opportunities

    NAEPC offers a unique and affordable opportunity to connect with members at the annual conference.  In addition, many of these attendees report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year - sign up to sponsor or exhibit now!

    Sponsorship opportunities are now available!  To download the prospectus, please click HERE.  For a fillable PDF version, please click HERE (best opened in Google Chrome).  For past attendee statistics, please click HERE.

    Questions about sponsoring or exhibiting may be directed to Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303.

    Existing Sponsors:  Download important conference forms below.  Please contact NAEPC to obtain an additional page specific to your level of support.

    Save the Date

    55th Annual NAEPC Advanced Estate Planning Strategies Conference
    November 6-9, 2018
    Ft. Lauderdale, Florida - Marriott Harbor Beach Resort & Spa

    56th Annual NAEPC Advanced Estate Planning Strategies Conference
    November 5-8, 2019
    Las Vegas, Nevada - The Cosmopolitan of Las Vegas

    57th Annual NAEPC Advanced Estate Planning Strategies Conference
    November 3-6, 2020
    Ft. Lauderdale, Florida - Marriott Harbor Beach Resort & Spa

    58th Annual NAEPC Advanced Estate Planning Strategies Conference
    November 2-5, 2021
    Las Vegas, Nevada - The Cosmopolitan of Las Vegas


    • 15 Nov 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "War Stories: 
    When Estate Planning Goes Wrong"


    Panel Discussion
    Moderator: 
      

      Robert Sewell
      Attorney

      Davis Miles McGuire
       Gardner


    Panelists:  Jim Fassold, Mark Anderson,  TBD


    Program Description:  To Follow


     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 17 Jan 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Does the Last Word Stand? 
    Modifying Trusts to Preserve Grantor Intent"

      
     
     

      Christopher Siegle 
      Executive Director 
      J.P. Morgan Private Bank


    Program Description:  The swift evolution of planning, coupled with the awesome power of dynasty trusts, has created irrevocable trusts that are now coming into question.   Particularly after the grantor passes, the beneficiaries, trustees and trust protectors are questioning intent behind trust provision in the “modern world.”  We will talk about what experience has shown as bundle of issues relating to trust modification.    

     Greet and Thank our Meetings Sponsors!




    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 21 Feb 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Dementia and How to Avoid Claims of Exploitation, Undue Influence and lack of Testamentary Capacity"
      
    Presenter:  Dr. Lauri Yablick, Ph.D., MSCP
                         Psychologist
     
    Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 21 Mar 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "The Ins and Outs of Captive Insurance"
      
     
    Ethan Allen
      Vice President - North America
      Artex Risks Solutions
    , Inc.

      Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 18 Apr 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "The Sticky Ethical Wickets in Estate and Financial Planning"
      
     

       Dr. Marianne Moody Jennings
       Emeritus Professor of Legal and Ethical    Studies


     
    Program Description:  

    There are statutory duties, there are codified ethical responsibilities, and then there are the realities of relatives, temptation, fiduciary confusion, and client capacity.  A look at the ethical issues that arise the most and those that create the most difficulties and how to use a structured decision-making model in evaluating what you need to do when caught in the wickets. 

    Program to be submitted for one (1) hour CFP(R) CE credit and reviewed for consideration of submitting for one (1) hour of Arizona State Department of Insurance CE credit.
     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 16 May 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Working Successfully with Tangible Personal Property and Collectibles in an Estate"
     
     
     
    Josh Levine
      CEO & Certified Auctioneer
     
    J. Levine Auction & Appraisal
      LLC

     
     
    Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......




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Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17 East Valley Estate Planning Council

Please note: Starting in May of 2017, the East Valley Estate Planning Council is affiliated formally with the National Association of Estate Planners and Councils, and can fulfill the AEP(R) requirement of belonging to an NAEPC local council.

Neither the East Valley Estate Planning Council (EVEPC) nor its sponsors make any warranties, either express or implied, concerning the accuracy, completeness, reliability, or suitability of any information or materials provided by presenters at its functions or posted for member reference to this website.  Nor does EVEPC or its sponsors warrant that the use of this information or materials is free of any claims of copyright infringement.  Any opinions expressed are solely those of the presenters and are not necessarily those of EVEPC.

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