CONEJO VALLEY ESTATE PLANNING COUNCIL

This conference is for all members and all of our disciplines - every estate planning professional. It is an education conference with up to 16 hours of continuing education, including ethics, well known speakers and current cutting edge topics!  Room blocks are available up to mid-September. You can register for the full conference or just single days.  The conference starts Sunday, October 20th and runs through Thursday, October 24, 2024.

Favorite topics at the 61st Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference are: 

•           Estate Planning for the Moderate to Middle Wealthy

•           Recent Developments in Cross Border Planning

•           Federal Tax Update

•           Litigator's Lessons Learned

•           Avoiding Planning Pitfalls That May Trigger Compliance Issues

•           Charitable Planning & Charitable Giving

•           Corporate Transparency Act and Modern Trust Planning

•           Family Business Succession Planning After Connelly

•           Elder Financial Exploitation

•           Life Settlements

•           Strategic Allocation: Long-term Investment Planning that Reflects Changing Market Conditions

•           Getting Your Clients to Act

•           Safety Concerns with Living Wills & Advance Directives

•           State Income Taxation of Trusts

•           Artificial Intelligence

•           Oil & Gas Assets