2025 Agenda

62nd Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference

Monday, October 20, 2025
8:00 - 8:30 am	Conference Opening Remarks & NAEPC 2025 Annual Meeting
8:30 - 10:00 am	Federal Tax Update Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
10:40 - 11:40 am	The New Legacy: Strategic Estate Planning with Art & Collectibles Roberta Kramer
1:10 - 2:10 pm	Planning for the 99% of Us: For Estates Under 14 Million Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
2:25 - 3:25 pm	Global Ties, Local Strategies: Tips & Traps in Planning for Clients with International Connections Joan K. Crain
4:00 - 5:00 pm	Cash Balance Plans: A Tax & Retirement Strategy for High Income Business Owners Larry R. Blades, M.A., B.S., Lt. Col USAF (Retired)
Tuesday, October 21, 2025
8:00 - 8:25 am	Daily Remarks and Presentation of Robert E. Fox, CLU®, AEP® Volunteer & Hartman Axley Lifetime Service Awards
8:25 - 9:55 am	Planning for an Aging Family Member Gregg Fortune, CFP®, CFS®, AEP®, ChFC®, BFA Sandra D. Glazier, JD, AEP®, and Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
10:35 - 11:35 am	The Inside Scoop on the P&C Insurance Market Michelle Hirsch, CAPI
11:35 am - 12:35 pm	Estate Planning 2.0: Meeting the Needs of Clients with Disabilities Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) and Amy C. O'Hara, JD, CELA
1:35 - 2:35 pm	Working with Beneficiaries with Mental Health Challenges Amanda Koplin, LPC
2:35 - 3:35 pm	Recent Court Decisions Impacting Estate Planning Thomas A. Tietz, JD
4:05 - 5:05 pm	Using Cash Value Life Insurance with SLATs Russell DeLibero, PhD, CFP®, ChFC®, CLU®, and Brian Raftery, JD, CPA
Wednesday, October 22, 2025
8:00 - 8:05 am	Daily Remarks
8:05 - 9:35 am	Top 40 Tax Planning Opportunities for 2025 and Beyond Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
9:50 - 10:20 am	NAEPC Estate Planning Hall of Fame® Induction Ceremony
10:20 - 11:20 am	Using Charitable Remainder Trusts to Defer Reporting Gain from the Immediate Sale of Marketable Securities for Cash Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
11:20 am - 12:20 pm	Artificial Intelligence: Benefits and Ethical Issues Nancy B. Rapoport, JD
12:25 pm	Closing Remarks

Council Leadership Conference

Schedule of Events

Sessions for general attendees begin at 12:30 pm on Wednesday, October 22, 2025. Lunch is included.
Sessions for staff executives / administrators begin at 8:00 am on Wednesday, October 22, 2025.
The Council Leadership Conference concludes at 12:00 pm on Thursday, October 23, 2025.

Wednesday, October 22, 2025
8:00 am - 12:30 pm	Staff Executive / Administrator Development Session (Breakfast & Session)
12:30 pm - 1:30 pm	General Luncheon or Private Luncheon for AEP Designees
2:00 pm - 3:45 pm	Learning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pm	Council by Size Session #1 (membership topics)
5:00 pm - 7:00 pm	Annual Estate Planning Council Awards Reception
6:30 pm	Staff Executive / Administrator Private Dinner
7:30 pm	Dine Around: Connect During Small Group Dinners (advance sign up is required) Each participant covers their own dinner cost.
Thursday, October 23, 2025
7:00 am - 8:00 am	Breakfast
8:00 am - 9:35 am	Learning Pod #3 and #4 Concurrent Council Staff Executive / Administrator Session with Webmaster (for those with NAEPC-hosted website)
9:40 am - 10:45 am	Learning Pod #5 & Conversation Break
10:45 am - 12:00 pm	Council by Size Session #2 (non-membership topics)
12:00 pm	Council Leadership Conference Ends

2025 Presenters

Larry R. Blades, M.A., B.S., Lt. Col USAF (Retired)

Oakwood Summit
Rio Rancho, NM

Private AEP® Luncheon Speaker: Jedidiah Collins, CFP®

Former NFL Fullback, Author & Behavioral Coach

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)

J. Crain Consulting
The Villages, FL

Russell DeLibero, PHD, CFP®, ChFC®, CLU®

Goldman Sachs
Atlanta, GA

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Georgia State University College of Law
Atlanta, GA

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®, BFA

3G Financial
West, MI

Sandra D. Glazier, JD, AEP® (Distinguished) Nominee

Sandra D. Glazier, P.C.
Troy, MI

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Jerome M. Hesch, Esq.
Aventura, FL

Michelle Hirsch, CAPI

Brunswick Private Client
Cleveland, OH

Robert S. Keebler, CPA/PFS, MST, CGMA®, AEP® (Distinguished)

Keebler & Associates, LLP
Green Bay, WI

Private AEP® Reception Speaker: James Kirchick

Journalist & The New York Times-Bestselling Author

Amanda Koplin, LPC

Koplin Consulting
San Antonio, TX

Roberta Kramer

Heritage Auctions
Chicago, IL

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)

Littman Krooks LLP
Rye Brook, NY

Amy C. O’Hara, JD, CELA

Littman Krooks LLP
Rye Brook, NY

Brian E. Raftery, JD, CPA

Dentons US LLP
New York, NY

Nancy B. Rapoport, JD

William S. Boyd School of Law, UNLV
Las Vegas, NV

Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

Wilmington, DE

Thomas A. Tietz, JD

Martin M. Shenkman, P.C.
Fort Lee, NJ

Hotel

Gaylord National Resort & Convention Center

An Upscale Resort in the Heart of National Harbor

Embark on an unparalleled getaway at Gaylord National Resort in National Harbor, a mere stone’s throw from Washington, DC Nestled on the banks of the Potomac River, the hotel invites you to experience a perpetual oasis with a consistent 72-degree climate inside a magnificent 19-story indoor garden atrium. Immerse yourself in opulence with breathtaking spaces, world-class service, and top-tier dining options that cater to every palate. Whether you’re seeking relaxation at the luxurious Relâche Spa, indulging in family-friendly activities within this extraordinary resort, or venturing to explore the wonders of National Harbor, every moment promises adventure and unforgettable memories for families or those traveling alone.