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DTSTART:20260512T163000Z
DTEND:20260512T213000Z
LOCATION:Virtual
UID:2943820260512T163000ZNAEPC Estate Planners Forum
DTSTAMP:20260416T173118Z
DESCRIPTION:\nThis event takes place from 11:30 am ET - 4:30 pm ET\n \n\n[](https://www.estateplannersforum.org/)\n  \n11:30 am ET\n   \nDoors Open\n Pre-Conference Table Topics\n   \n12:00 pm ET\n   \nConference Begins\n   \n12:00 pm ET - 12:15 pm ET\n   \nVirtual Networking\n Exhibit Hall Open\n   \n12:15 pm ET - 12:30 pm ET\n   \nOpening Remarks\n   \n12:30 pm ET - 1:20 pm ET\n   \nAI Is Transforming Estate Planning: Practical Applications and Ethics Considerations\n Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)\n   \n1:20 pm ET - 1:35 pm ET\n   \nBreak\n Exhibit Hall Open\n Wellness Moment\n   \n1:35 pm ET - 2:25 pm ET\n   \nRetirement Assets for First and Second Marriages: Let the Fun Begin\n Christopher R. Hoyt, JD, AEP® (Distinguished)\n This session will examine the rules, strategies, opportunities, traps, and solutions when married individuals have retirement assets. The session will address the most common obstacles that can arise in second marriages, especially when children from a prior marriage are named as the beneficiaries of a retirement account, and the different rules that apply to IRAs compared to 401(k) plans.\n   \n2:25 pm ET - 3:15 pm ET\n   \nChoosing the Right Fiduciary\n Erin E. Markham, CTFA, TEP, AEP® & Jill L. Miller, JD, LL.M.\n This interactive workshop guides participants through the fundamentals of estate planning and the critical role fiduciaries play in carrying out their wishes. Attendees will explore key fiduciary roles, evaluate important legal and practical considerations, and apply these concepts to their own plans through guided exercises. By the end of the session, participants will have greater clarity and confidence in selecting fiduciaries and identifying potential updates to better align their estate plans with their goals.\n   \n3:15 pm ET - 3:35 pm ET\n   \nBreak\n Exhibit Hall Open\n Wellness Moment\n   \n3:35 pm ET - 4:25 pm ET\n   \nExploring IRS Enforcement Campaigns on Charitable Donations\n Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law)\n The IRS has been challenging various types of charitable donations for years, raising some standard arguments, evolving during the process, and expanding its focus over time. What started as the IRS scrutinizing donations that it considered abusive has morphed into frequent challenges to charitable gifts that are, by most accounts, routine. This presentation explores recent IRS attacks on charitable donations of conservation easements, artwork, ownership interests in special-purpose entities, closely held businesses, religious artefacts, bargain sales, and more.\n   \n4:25 pm ET - 4:30 pm ET\n   \nClosing Remarks\n  \nRegistration Fees\n Accredited Estate Planner® Designee or Estate Planning Law Specialist Certificant I Complimentary\n Member I $49\n Non-Member I $149\n \nAdditional information about registration, speakers, cancellation, and upcoming conferences can be found\n[on our website](http://www.estateplannersforum.org).\n \n[](https://www.meetmax.com/sched/event_137831/investor_reg_new.html?attendee_role_id=INVESTOR)\n
SUMMARY:NAEPC Estate Planners Forum - Tulsa Estate Planning Forum 
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