Past Events

September 17, 2019 Mathematics of Estate Planning - Rick Albrecht, Esq
Richard J. Albrecht, Esq
September 11, 2019 Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart - NAEPC Webinar
Steve J. Oshins, JD, AEP® (Distinguished)
September 5, 2019 The Melton Family Case - NAEPC Webinar
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
August 23, 2019 President's Dinner & Annual Meeting - A Historical Tour of the Mob in America, Including a Stop in Reno!
Geoff Schumacher, Director of Content, Mob Museum, Las Vegas
August 21, 2019 Using a HECM to Extend Retirement Assets for your Lifetime - Breakfast Meeting - Carson City
Kerry McKinney
August 14, 2019 BERGE & COMPANY CPA HOSTS NAEPC WEBINAR - Technology in Your Practice
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
July 10, 2019 WELLS FARGO HOSTS NAEPC WEBINAR - Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 19, 2019 BUSINESS EXIT PLANNING: AVOIDING COMMON TAX TRAPS
Scott T. Wait, CPA
June 12, 2019 AGUIRRE RILEY, P.C. HOSTS NAEPC WEBINAR - Ethical Wills
Eric Weiner, PhD
May 30, 2019 Annual May Event - Sponsorship Information
Paul Lee, J.D. LLM
May 30, 2019 Top Tax & Estate Planning Techniques after "Tax Reform" & Qualified Small Business Stock: The Quest for Quantum Exclusions (Queries, Qualms, and Qualifications) - Paul Lee
Paul Lee, J.D. LLM
May 8, 2019 Jacklyn Lynch hosts NAEPC Webinar - The Generational Solution
Leonard Renier
April 17, 2019 The Reformation of Guardianship Laws In Nevada: Perspective & Update Since The 2017 Enactment - Carson City Breakfast Meeting
Ryan J. Earl
April 10, 2019 Qualified Opportunity Zones - NAEPC Webinar
Marc L. Schultz, Esq.
March 19, 2019 Heir Turbulence Ahead - Sometimes You Can See It Coming
Jeffrey Galvin, J.D.
March 13, 2019 NAEPC WEBINAR - Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
February 27, 2019 NAEPC COMPLIMENTARY WEBINAR
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV Complimentary Sponsored Webinar
February 20, 2019 Real Property Sales in the Probate Environment - Carson City
Amy Shocket, Broker
February 13, 2019 WELLS FARGO HOSTS NAEPC WEBINAR - Working Well with Widows
Kathleen M. Rehl, Ph.D.
January 15, 2019 Planning for Unique, Illiquid, Illegal and Unusual Assets: Good Grief, Grandma’s Got a Gun Collection!
Wendy Goffe, JD
January 9, 2019 BERGE & COMPANY CPA HOSTS NAEPC WEBINAR - Managing Long-Term Care Costs; Longevity Annuities
Jamie Patrick Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
December 19, 2018 Breakfast Meeting - Carson City
Jim Marren - EPCNN President
December 12, 2018 NAEPC Webinar: Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
November 13, 2018 An Introduction to Blockchain
Ryan Griffiths
October 17, 2018 Ethics Issues in Estate Planning
Kait Flocchini
October 10, 2018 October NAEPC Webinar - Blended Gifts for Boomers
A. Charles Schultz, JD
September 20, 2018 NEVADA FAMILY WEALTH HOSTS THE 2ND SEPTEMBER NAEPC WEBINAR - The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform
S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett
September 18, 2018 “The Modern Trust – The Art of Properly (and Effectively) Passing and receiving Wealth”
Richard A Oshins
September 5, 2018 PLUMAS BANK hosts NAEPC Webinar - Professional Collaboration
Heidi K. Gardner
August 22, 2018 President's Dinner and Annual Meeting
Bill Douglass, Co-Founder of the Center for Basque Studies at the University of Nevada, Reno
August 15, 2018 August Breakfast Meeting - Basis Consistency Reporting
Andi Moser and Benjamin Clement
August 8, 2018 EPCNN & DUNHAM TRUST COMPANY HOST AUGUST NAEPC WEBINAR
Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
July 18, 2018 EPCNN and WELLS FARGO host July NAEPC WEBINAR
Natalie B. Choate
July 12, 2018 Duties of a Successor Trustee - Special Seminar presented by the Community Foundation
Mark Dreschler
June 20, 2018 June Breakfast Meeting - Self-Directed IRAs and Potential Pitfalls
Deborah A. Erdmann, QKA, CISP
June 6, 2018 EPCNN & PERSING PROFESSIONAL GROUP HOST - JUNE NAEPC WEBINAR
Joshua S. Rubenstein, JD, AEP® (Distinguished)
May 31, 2018 ANNUAL MAY EVENT - Sponsorship Information
Eden Rose Brown
May 31, 2018 EPCNN Annual CE Event
Eden Rose Brown
May 9, 2018 EPCNN & Dunham Trust Host - May NAEPC Webinar
Lawrence Brody, JD, LL.M., AEP® (Distinguished)
April 25, 2018 NAEPC Webinar: S.A.V.E. Yourself (not your usual estate planning topic)
Chad Sheehan
April 18, 2018 April Breakfast Meeting - Grantor Trust Status
Sarah E. Baley, Esq.
March 20, 2018 The Beneficiary Defective Inheritor's Trust "BDIT"
Mike Halloran, CFP, AEP (Distinguished), ChFC, CLU
March 14, 2018 EPCNN Hosted - NAEPC Webinar: High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning
Jonathan Blattmacher & Jeff Glickman
February 21, 2018 February Breakfast Meeting - Administration of the Special Needs Trust
Cassandra Jones
January 16, 2018 Breakfast Meeting - Estate and Family Planning When There is an Addiction (The Problem Child)
James T. Swink, CLU, ChFC, Vice President - Raymond James Insurance Group
December 20, 2017 Carson City December Breakfast Meeting - Member Benefits
Leadership Team
November 14, 2017 Breakfast Meeting - Income Taxation of Trusts & Estates - What every Estate Planner Should Know
Justin Miller, National Wealth Strategist, BNY Mellon Wealth Management
October 18, 2017 Carson City Breakfast Meeting - Working with Business Valuation Professionals
Russ Duckworth, CFA, JD
October 11, 2017 NAEPC Webinar: Integrating Asset Protection Planning Into Your Estate Planning Practice
Douglass S. Lodmell, JD, LL.M. Managing Partner & Co-Founder, Lodmell & Lodmell
September 13, 2017 (Registration Closed) NAEPC Webinar: The Perfect Modern Trust Including Income Tax Sheltering Opportunities
Richard Oshins, JD LL.M, MBA, AEP (Distinguished)
September 12, 2017 What If? Practice Succession For The Retiring, Disabled or Deceased Attorney…And Other Professional Licensees
S. Craig Stone, II, JD, CFP
August 16, 2017 (Registration Closed) The Top 10 Things Advisors Should (But Do Not) Know About Life Insurance
Michael Norman, CLU®
August 9, 2017 Robert G.Alexander Webinar
Gideon Rothschild, JD, CPA, AEP
July 20, 2017 Annual Meeting & Dinner Event
Marty Burbank, Esq.
July 12, 2017 (NAEPC Webinar) Meet the Rileys: Can this Case be Closed?
Philip Cubeta, CLU, ChFC, MSFS, CAP
June 27, 2017 Program Committee Meeting
June 21, 2017 Carson City Breakfast Meeting - Nevada's ABLE Act program by Bryce Rader
Bryce Rader
May 31, 2017 2017 EPCNN SPONSORSHIP OPPORTUNITIES
David K. Cahoone
May 18, 2017 EPCNN ANNUAL CE EVENT
David Cahoone
April 25, 2017 Program Committee Meeting
April 19, 2017 Carson City Breakfast Meeting - Deciphering Medicaid for the High Net Worth Planner
Cassandra G. Jones, Esq
March 28, 2017 Program Committee Meeting
March 14, 2017 Reno Breakfast Meeting - ETHICS
Nancy B. Rapoport, Professor, Boyd School of Law, UNLV
March 8, 2017 Bob Alexandar Webinar
Jerome M. Hesch, MBA, JD, AEP (distinguished)
March 2, 2017 Committee Meeting
February 15, 2017 Carson City Breakfast Meeting - Investing for Trusts and Estates
Heidi Foster CFP®
February 8, 2017 NAEPC Webinar: Powers of Appointment
Turney P. Berry, JD, AEP (Distinguished)
February 2, 2017 Committee Meeting
January 31, 2017 Sacramento Technical Forum
M. Read Moore, John Prokey, Mark Higgins, Shane Nolan & Matt Clausen
January 24, 2017 Robert G. Alexander Webinar Series
Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
January 10, 2017 Reno Breakfast Meeting - Understanding Current Trends in Asset Protection Planning
Kristen Simmons
January 5, 2017 Committee Meeting
December 21, 2016 Carson City December Breakfast Meeting - 12/21/2016 - Member Benefits
Update on Member Benefits with extended networking
December 1, 2016 Committee Meeting
committee meeting only
November 8, 2016 November Breakfast Meeting - 11/8/2016 - The New Age of Charitable Planning
Peter S. Myers
October 26, 2016 Navigating the Financial and Estate Planning Challenges in Saving for College
Darcy K. Houghton, Esq.
September 20, 2016 September Meeting - 9/20/2016 - Using Charitable Remainder & Charitable Lead Trusts
Mr. Robert Goodman
August 17, 2016 Common Techniques and Best Practices of Sound Planned Giving
Aaron Bart Fricke, JD
July 14, 2016 Take me out to the Ballgame
Annual Meeting & Officer Elections
June 15, 2016 Modifying Trusts Through Decanting
Nicole Vance, Esq.
May 10, 2016 Annual May CLE Event
Robert B. Fleming
April 20, 2016 How Will A Long Term Care Event Affect Your Estate Plan?
Dennis Eckmeyer, ChFC, CLU, LUTCF
April 15, 2016 May Event Sponsorships
Robert Fleming
March 15, 2016 Understanding Qualified Longevity Annuity Contracts (QLAC) Using Fixed, Deferred Income Annuities
Michelle P. O'Haren JD, LLM, CPA, CFP®, ChFC
March 1, 2016 The Planned Giving Roundtable of Northern Nevada presents: Building a Community of Philanthropy through Charitable Giving
Johni Hays, JD, FCEP, SVP
February 17, 2016 GST Planning - Getting it Right
Tim Riley - Holland & Hart
January 19, 2016 Economic Update and Interesting News
Bob Fields
December 16, 2015 December Holiday Breakfast and Membership Update
Lori Lucas, Vice President
November 10, 2015 The Intersection of Estate Planning & Family Law
Gary Silverman
October 21, 2015 EVENT SOLD OUT SB 484: Revised Trust Accounting Rules
Michaelle Rafferty
September 22, 2015 A Night of Standup Comedy with Sally Mauldin Comedienne
Sally Mauldin
August 19, 2015 Physiological Effects of Change
Susan Strating & Bradley Harries, NeuroSense Consulting
July 14, 2015 Art Law - Everything You Have Ever Wanted to Know
Joy Berus, Esq.
June 17, 2015 2015 Legislative Changes that Affect You and Your Clients
Julia Gold, Esq.
May 15, 2015 The Top 30 Tax Planning Opportunities for 2015
Robert S. Keebler, CPA, MST, AEP (Distinguished)
April 22, 2015 Myths about Trust Administration
Mark Dreschler
March 10, 2015 Sophisticated Applications of Common Charitable Giving Techniques
Stephanie B. Casteel
February 18, 2015 A Charity's Perspective on Incorporating Charitable Gift Planning into Current Financial Planning and Estate Plans
Christopher Askin, CSPG, CFRE
January 20, 2015 Current State of Discount Valuations
Thomas C. Berg, Jr., CFA, ASA, CVA
December 17, 2014 Holiday Mixer & State of the Council
EPCNN President Heidi Foster
November 12, 2014 When Section 469 met Section 1411: The Not-So Romantic Comedy
David H. Kirk
November 12, 2014 When Section 469 met Section 1411: The Not-So Romantic Comedy
David H. Kirk
October 15, 2014 Gary Silverman does not think estate planners screw up divorces any more than divorce lawyers do -- some suggestions for both of us
Gary R. Silverman, Esq.
September 11, 2014 Art, Stories, Collections and Museums
David Walker
August 20, 2014 The Importance of a Nevada Appeals Court to Business and Trust Development
Justice James W. Hardesty
July 8, 2014 The UPIA and TOLI: The Impossible Dream or A Match Made in Heaven
Gary Flotron, Robert Armstrong
June 18, 2014 How to Avoid Playing Family Feud With the Money in your IRA
Tom Walker
May 22, 2014 Family and Charitable Planning for the 3.8% Surtax and for Retirement Accounts
Chris Hoyt
April 16, 2014 Nevada Asset Protection Trusts
Scott Gunderson
March 11, 2014 Venn Diagram: Meet Me at the Intersection of Estate & Income Tax (Planning for the ATRA-Math)
Paul Lee
February 19, 2014 Disenfranchising Yourself from the Franchise Tax Board
Jason Morris, Esq.
January 14, 2014 Social and Legal Issues in Eldercare
Henry W. Cavallera
December 18, 2013 Christmas Celebration and Carson City Member Update
Scott Wait, CPA
November 12, 2013 Trends in Planned Giving
John K Carothers, Vice President for Development and Alumni Relations
October 16, 2013 Trustee Bootcamp
Jamie Kalicki
September 19, 2013 Creativity - The Next New Skill
JoAnn R. Corley
August 21, 2013 Kids are Back in School and College is Around the Corner
Jeff Whitaker, Waddell & Reed
July 9, 2013 New Legislation in 2013
Julia Gold
June 19, 2013 Fundamentals of Elder Services
Susan Johnson, CTFA Vice President and National Business Operations Manager of Elder Services
May 22, 2013 Pitfalls and Opportunities - Recent Developments for Estate & Tax Planning in 2013
Stanley M. Johanson, Professor of Law at the University of Texas at Austin
April 17, 2013 How ILITs and Life Insurance Protect Estate Assets through Liquidity Planning
Len Simon, Waddell & Reed
March 12, 2013 The Role of a Trust Protector
Scott Gunderson, Attorney at Law
February 20, 2013 Income Tax Overview, Highlighting Provisions of the Affordable Care Act and the 2012 Taxpayer Relief
Leslie Daane, CPA of Barnard Vogler
January 8, 2013 Economy: Fiscal Cliff - What Now?
Andrew Revell, Vice President with PIMCO
December 19, 2012 Christmas Mixer
None
November 13, 2012 The Impact the Election has on Estate and Tax Planning and Interesting Results of Recent Court Cases
Dr. Sonja Pippin
October 17, 2012 "Issues Relating to the Preparation of Form 706, Including Portability"
Dan Gerety, CPA
September 25, 2012 Annual Dinner
Chris Cox - Amplitude
August 15, 2012 Optimizing Your Client's Business Value For Succession- A Team Approach
Scott Wait, CPA
July 10, 2012 Legal Rules For Investing Retirement Trust Assets
L. Robert LeGoy, Jr., Esq.
June 20, 2012 Business Valuations From An Estate Planning Perspective
Thomas C. Berg, CFA, ASA, AVA
May 15, 2012 1) Gifting of Complex Property and 2) Asset Protection in Nevada
Reynolds Cafferata and Mark Merric
April 18, 2012 Optimize Gift & Estate Planning Transactions by Integrating Balance Sheet & Cash Flow Statement
Aaron Squires, CPA, JD, CFP, CFA
March 13, 2012 "National and Local Economic Perspectives in an Election Year: What to Watch Out For in 2012"
Dr. William R. Eadington
February 15, 2012 Not Specified
Timothy Riley, Esq.
January 10, 2012 "Living in Twilight-Adressing Physical and Cognitive Decline in Our Clients"
Keith Klove-Smith
January 10, 2012 TBA
TBA
December 14, 2011 Federal Transfer Tax Update: 2010 Key Changes and Beyond
Nicole Vance, Esq.
December 14, 2011 Not Specified
Nicole Vance, Esq.
November 8, 2011 Updated Reno Breakfast Meeting
Julia S. Gold, Esq. and Linda A. Bowman
October 19, 2011 Carson City Breakfast Meeting-Cancelled
Nicole Vance
October 6, 2011 2011/2012 Membership Renewal
September 20, 2011 Dinner with Sam Donaldson; Register Today!
Samuel Donaldson - Noted Speaker!
August 17, 2011 Carson City Breakfast Meeting
ESTATE and GIFT TAX RETURNS: Helpful Tips and Hurtful Tragedies
July 12, 2011 Reno Breakfast Meeting
George Ashley, CPA, CVA, ABV
June 15, 2011 Carson City Breakfast Meeting
Ryan Earl, Esq.
May 24, 2011 The Ethical Professional: Why Ethics Matter in Client Relationships and How To Get and Keep Them
Marianne M. Jennings, Ph.D.
April 20, 2011 2011 - A World of Opportunity for Fiduciaries and Individuals
Gene Harrison, CFA, CFP, CTFA
March 8, 2011 Reno Breakfast Meeting
Scott Gunderson, Esq.
February 9, 2011 Carson City Breakfast Meeting
Scott Gunderson
January 11, 2011 Reno EPCNN Breakfast
Bart Mowry, CPA, J.D., LLM
November 9, 2010 EPCNN Breakfast Meeting
Gordon Muir, Esq.
September 29, 2010 EPC Annual Dinner
Kristen Remington of KTVN-News Channel 2
July 13, 2010 EPCNN Breakfast Meeting
June 24, 2010 KNPB Mixer
May 25, 2010 What Estate Planner's Need to Know Regarding Partnership and Corporate Tax
Samuel Donaldson
March 9, 2010 EPCNN Breakfast Meeting
Ernest J. Maupin, Esq.
February 10, 2010 Nevada Legislative Update
Matt Gray and Julia Gold
January 12, 2010 EPCNN Breakfast
Linda Bowman, Probate Commissioner
December 9, 2009 Breakfast Meeting - Carson City
Scott Gunderson
December 8, 2009 Holiday Social
November 10, 2009 Breakfast Meeting - Peppermill
Matt Gray and Julia Gold
October 14, 2009 Breakfast Meeting - Carson City
Doug Clark, Esq. - Estate Litigation
September 29, 2009 EPC Annual Dinner & Thank You Pres. Leslie
Jennifer Webb of Magic Communications
September 1, 2009 2009/2010 Membership Renewal
August 12, 2009 Breakfast Meeting - Carson City
Donna Shilinsky - Guardianship Issues - Guardian Not Guard
July 14, 2009 Breakfast Meeting - Peppermill
Chris Askins, Community Foundation of Western NV - ETHICAL WILLS
June 10, 2009 Breakfast Meeting - Carson City
Joyce Newman - Personal Prop. Appraisal & Estate Planning
May 15, 2009 Northern Nevada Estate Planner Conference - Peppermill - Reno NV
Jonathan Blattmachr, Dennis Roberts, Robert Burton
April 21, 2009 Breakfast Meeting - Carson City
“Private Geriatric Care Management – what to do and when to intervene!�
February 10, 2009 Breakfast Meeting - Carson City
Greg Crawford, CFP, Sierra Nevada Wealth Management, LLC
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