Past Events

June 10, 2024 Program Planning Meeting
May 20, 2024 Do Your Clients Have Charitable Intent? + AEPC Annual Meeting
April 22, 2024 The Biology of Investing
Dr. John Nofsinger
March 25, 2024 Planning for Special Needs Beneficiaries
Amrit Khalsa and Marietta Hall
February 26, 2024 The Best Ideas and Most Important Updates from the 58th Annual Heckerling Institute
January 22, 2024 Now What?: Estate Planning Under the Corporate Transparency Act
Chris Lauer
December 6, 2023 AEPC Annual Holiday Party
November 27, 2023 Financial Scams: An Update from Detective Tiffani Loughman
Detective Tiffani Loughman
October 23, 2023 Transfer on Death Deeds on Property
Brogan Kirkman and Janelle Keller
September 25, 2023 Alaska Self-Settled Dynasty Trust and Community Property Law: A Review and Retrospective
Bill Pearson
June 13, 2023 June Program Planning Meeting
Program Planning Meeting
May 22, 2023 Annual Meeting and Secure Act 2.0 and the new QCD CGA
Connor Michael, CFP, Lead Advisor, Alaska Wealth Advisors and Harry Need, CFRE, Senior Director of Philanthropic Services, UA Foundation
April 24, 2023 Life Settlements: Ethical and Professional Considerations
Jamie L. Mendelsohn
March 27, 2023 Money in Times of Transition
Susan Bradley of the Sudden Money Institute
February 27, 2023 Alaska Legislative Update: A Panel Presentation
Matthew Blattmachr, Bill Pearson, Abigail O'Connor
January 23, 2023 Highlights from Heckerling
Panel Presentation
December 14, 2022 AEPC Holiday Party
November 14, 2022 Market Update and Alternative Investments
Nick Cicero
October 24, 2022 Digital Access and Privacy Laws at Death and Incapacity
Chelsea Riekkola and Casey Carruth-Hinchey
September 26, 2022 Continuum of Care: Panel on Local Resources for Physical Care and Aging
May 16, 2022 Adding the "Why" with Legacy Planning with Susan Turnbull
April 25, 2022 Family Law Update with Molly Gallagher, JD
Molly Gallagher, JD
March 21, 2022 Alaska Economic Update with Neal Fried
Neal Fried
February 28, 2022 2022 and Beyond: Market Outlook
Stephen Lee
January 24, 2022 Proposed Regulations Enacting the Corporate Transparency Act with Christopher Lauer and Abigail O’Connor
Christopher Lauer and Abigail O’Connor
December 20, 2021 The Impact of Genetic Testing Services on Estate Planning with Abigail O’Connor —Holiday Party!
Abigail O’Connor
November 15, 2021 Charitable Business Exit Planning with Karl Kaufman and Harry Need
Karl Kaufman and Harry Need
October 25, 2021 Understanding the SECURE Act
Joe Paone and Angela Wethor
September 27, 2021 Pending Tax Changes: What do we tell our clients?
Abigail O'Connor, Esq., Christopher Lauer, Esq.
May 24, 2021 Understanding the Current Tax Proposals
Jonathan G. Blattmachr, Esq.
April 26, 2021 Interdisciplinary Top 3 Checklist for Clients in Transition
Chelsea Ray Riekkola, Rebecca Martin, Meghan Carson
March 29, 2021 2021 Trust & Estate Industry Update
Abigail O'Connor & Matthew Blattmachr
February 22, 2021 Celebrity Estate Planning Cases
Eido M. Walny JD, AEP, EPLS
January 25, 2021 The Power of Endowments
Harry Need, Leo Bustad, MD, Laurel and Fred Stutzer, Jim Torgerson, JD
December 14, 2020 It’s All in the Family…What’s a Family?
R. Hugh Magill
November 16, 2020 Understand and Support Clients through the Pandemic, Losses, and Transitions of Life
Amy Florian
October 26, 2020 Interdisciplinary Best Practices for Virtual Client Service Discussion
Crista Burson
September 28, 2020 UPDATE: Planning for Stretch Payments After the SECURE Act
Jonathan G. Blattmachr, Esq.
May 18, 2020 Next and Best: Successful Legacy Succession
Mark Herringshaw
April 27, 2020 Longevity: Bonus, Liability or Both? - Retirement Planning Expert Panel
Kimberly Butler, Marietta Hall, Tom Turner
March 23, 2020 Family Business Succession Planning
Christian Muntean
February 24, 2020 Heckerling Recap Panel Discussion
David Shaftel, JD, LLM; Jamie Delman, JD, LLM; Abigail O'Connor, JD; and Rebecca Martin, CPA
January 27, 2020 Divorce: What Advisors Need to Know
Lisa Rogers, Ryan Roley, Kenneth Kirk
December 16, 2019 Estate Auctions: What is the Process?
Dan Newman
November 18, 2019 Charitable Planning - Donor Panel
Carla Beam; Diane Moxness; Ted Trueblood
October 28, 2019 Recent Developments & Upcoming Legislation
Abigail E. O'Connor
September 23, 2019 Charitable Deduction for Estates and Trusts
Jonathan G. Blattmachr, J.D., L.L.M.
May 20, 2019 Cryptocurrency and Digital Assets
Joe Dewey, Holland & Knight
April 22, 2019 The Family Meeting*
Jim Silbernagel
March 25, 2019 Life Insurance Planning in Alaska
Linda Hulbert, New York Life
February 26, 2019 State of the Industry
Matt Blattmachr, Peak Trust
January 28, 2019 Heckerling Update
Beth Chapman and Rebecca Martin
December 17, 2018 Pet Trusts and Endowment for Alaska's Pets (ACF)
Abigail O'Connor and Katie St. John
November 12, 2018 The $100 million Campaign you Never Heard of: An Untold Story of Generosity Through Estate Giving
Nina Kemppel, Beth Rose, Jo Michalski
October 22, 2018 Native Share Holders and Estate Planning
Panel Discussion
September 24, 2018 The Biology of Finance; Investing Decisions and Physiology, Genetics, Hormones, etc.
Dr. John Nofsinger, Ph. D.
June 21, 2018 Workshop with Russell James III, Ph.D., J.D., CFP: Great tools for quality conversations with people about their legacies
Dr. Russell James
May 21, 2018 AEPC May Meeting
Laura Bruce, Jamie Delman, Harry Need and Karl Kaufman
April 23, 2018 AEPC April Meeting
Charles Schuetze
March 26, 2018 AEPC March Meeting
Martin Shenkman
March 26, 2018 Why Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool
Jonathan Blattmachr, Esq., Martin Shenkman, Esq. and Abigail E. O'Connor, Esq.
February 26, 2018 AEPC February Meeting
David Shaftel, Abigail O’Connor, Jamie Delman, Rebecca Martin, and Karl Kaufman
January 22, 2018 AEPC January Meeting
Jonathan King, Economist
December 18, 2017 AEPC December Meeting
Abigail O'Connor
November 13, 2017 AEPC November Meeting
Amrit Kaur Khalsa
October 23, 2017 AEPC October Meeting: Using A Collaborative Approach to Better Serving Clients
September 25, 2017 Estate Planning for Unmarried Couples
Wendy S. Goffe
May 22, 2017 AEPC May meeting (Annual)
Steve Parrish, contributor
April 24, 2017 AEPC April meeting
Sara Cockerham, LCSW, OSW-C Providence Cancer Center
March 27, 2017 The Money She Didn't Expect Yet-Tips and anecdotes on working with the newly divorced or widowed
Cathie Straub, CPA, CFP, VP, Wealth Mangement for Individuals, APCM and Laura Bruce, CFP, ChFC, SVP, Director of Client Relations, APCM
February 27, 2017 AEPC February meeting
Neal Fried
January 30, 2017 AEPC January Meeting
Tom Turner & Mary Jo Pruszenski
December 19, 2016 AEPC Holiday meeting
November 21, 2016 AEPC November meeting
Beth Rose
October 24, 2016 AEPC October Meeting
Jonathan Blattmachr
September 26, 2016 AEPC September meeting
John Letourneau, CPA
May 23, 2016 Tax Elections & Rules of Thumb for Selling a Business
Cole Lindemann
April 25, 2016 Farm Land Trust
Amy Pettit
March 28, 2016 Should I Stay or Should I Go Now: Alaska on the Edge
Jonathan King, Economist
February 29, 2016 Heckerling Review: New basic reporting requirements, special needs trusts and partnerships in estate planning
Jamie Delman, Rebecca Martin and David Rohlfing
January 25, 2016 State Budget Shortfall Options and What the Legislative Session Might Look Like
Tim Bradner, Economist
December 14, 2015 Holiday Luncheon
November 23, 2015 5 Biggest Traps for the Unwary in Estate Planning
Steve O'Hara
October 26, 2015 Alaska Community Foundation
Nina Kemppel, President and CEO.
September 28, 2015 Business Succession/Exit Planning
Steve Parish
March 30, 2015 Current fraud trends in AK: how not to be a victim
Don Krohn, Bank Security Officer (FNBA)
February 23, 2015 2015 Heckerling Conference overview
Panel discussion
January 26, 2015 Neal Fried, State Economist
Neal Fried, State Economist
December 15, 2014 Holiday Luncheon
November 17, 2014 Non-profit: Anchorage Neighborhood Health Ctr
Kimberly Cohen
October 27, 2014 Update on Affordable Care Act
Joshua Weinstein, Northrim Benefits Group LLC
September 29, 2014 Elder Care Services
Shannon Clem
April 28, 2014 Medicaid Recovery
Scott D Friend
March 31, 2014 What is the Difference in Insurance Products, Application . . .
Wayland Fincher, CLU, ChFC, CASL, LUTCF
February 24, 2014 New Alaska Law Update
Dave Shaftel & Beth Chapman
January 27, 2014 AK Economic Update 2014
Neal Fried
December 9, 2013 Holiday Party
November 25, 2013 Rasmuson Foundation
Sammye Pokryfki
October 28, 2013 Mortensen Case
Cabot Christiansen
September 30, 2013 The Death of Long Term Care Insurance
Paul Viren
May 20, 2013 Dealing with financing when trusts are involved (+Annual Meeting)
Mike Martin, Northrim Bank
April 29, 2013 Insurance Evaluation (ObjectiView)
Mark Pace
March 25, 2013 Appraisals
Melissa Fouse
February 25, 2013 Mortensen case
Cabot Christianson
January 28, 2013 Emergency Financial Protection Orders (Elder Fraud)
Scott A Sterling (State of Alaska)
December 3, 2012 Holiday Party
November 26, 2012 Alaska Community Foundation Update
Candace Winkler
October 29, 2012 Planning for Unmarried Clients
Bill Pearson/Jamie Delman
September 24, 2012 Gift & GST Update & Planning Opportunities
Susan Foley/Bhree Roumagoux
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