May 3 – 6, 2027 Agenda

(all times shown are Eastern time)

Monday, May 3, 2027
3:00 - 7:00 pm	Registration Opens
4:00 - 5:45 pm	CFP® Ethics CE: CFP® Board's Revised Code and Standards (for CFP® designees) Darin R. Shebesta, CFP®, CAP®, AIF®, CPFA, AEP®
Tuesday, May 4, 2027
8:40 - 9:00 am	Opening Remarks
9:00 - 9:50 am	Federal Tax Update Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
9:50 - 10:40 am	Letter of Wishes Jill L. Miller, JD
11:00 - 11:50 am	IRS Target List in Transfer Tax Returns Stephanie Loomis-Price, JD, AEP® (Distinguished)
1:15 - 2:05 pm	The New Normal for Charitable Tax Planning Justin T. Miller, JD, LL.M. (taxation), TEP, AEP® (Distinguished), CFP®
2:05 - 2:55 pm	Long-Term Care Has Evolved: Has Your Approach? Dan Slater, FSA, MAAA
3:30 - 4:20 pm	The Four Lessons of Wealth David R. York, Esq., CPA
Wednesday, May 5, 2027
8:30 - 8:45 am	Daily Remarks and Presentation of the Hartman Axley Lifetime Service Award
8:50 - 9:50 am	Sex, Drugs & Rock 'N Roll: Family Business / Wealth Lessons from Metallica Jeff Savlov, MSW
9:50 - 10:40 am	When Harry Left Sally - Tax Aspects of Divorce Every Advisor Should Know Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
11:15 am - 12:05 pm	Not Your Great Granddaddy's Trust Document: Modern Statutes and Trust Structures for Modern Beneficiaries Brittany Cook, JD and Brian M. Balduzzi, JD, LL.M., MBA, CFP®, CEPA®, AEP®, IPA
1:15 - 2:05 pm	Tax-Aware, Tax-Alpha Strategies: Unmasked, Uncovered, and Exposed Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
2:05 - 2:55 pm	Ethics at the Center: Trust, Judgment, and Integrity in Estate Planning Nancy B. Rapoport, JD
3:30 - 4:20 pm	Why Qualified Plans and IRAs Are the Worst, and What to Do About Them Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

Council Leadership Conference

Stronger Councils, Together:
Where Collaboration Meets the Aloha Spirit

Wednesday, May 5, 2027
2:00 - 5:30 pm	Staff Executive / Administrator Development Session
5:30 - 7:00 pm	Estate Planning Council Awards & Robert E. Fox Volunteer Service Award Reception: Celebrating Collaboration, Leadership & Achievement
7:00 - 8:30 pm	Leadership Luau: A Lei’d-Back Poolside Gathering

Thursday, May 6, 2027
8:00 - 8:30 am	Breakfast & Opening General Session
8:40 - 10:15 am	Learning Pod #1 and #2 Concurrent Council Staff Executive / Administrator Session with Webmaster (for those with NAEPC-hosted website)
10:25 am - 12:25 pm	Learning Pod #3 & Council by Size Sessions
12:30 - 1:00 pm	Closing Session
1:00 pm	Continue the conversation with a post-conference on-site luncheon with fellow council leaders. (Advance sign up is required and each participant covers their own lunch cost.)

Highlights from Prior Annual Conferences