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Regular Columns and Reports

Editor’s Column: Death and Domicile—No Joking Matter  Reproduced courtesy of LISI (Leimberg Information Services, Inc.) and WealthManagment.com Author: Charles Douglas J.D., CFP, AEP

List of Conferences 2015 Conferences on Estate, Financial Planning

Distance Learning Programs Upcoming and on-demand professional education

Accredited Estate Planner® Designee – Top Pick

Planning for Estates Under the $10 million Exemption (PDF file) Author: Steve Akers, JD, AEP® (Distinguished) (Most popular article from this issue in terms of views by AEP® designees.)

First Quarter Update

Heckerling 2015 Nuggets (PDF file) Author: Martin M. Shenkman, Esq.

Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2014 (PDF file) Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2266 (January 5, 2015); Author: Ron Aucutt

Recent Developments Affecting the Estate Planning Practice (PDF file) Author: Stanley M. Johanson

To Convert or Not to Convert,That is the Question (PDF file) Authors: Robert S. Keebler and Stephen J. Bigge

Charitable Planning with Closely Held Business Interests (PDF file) Reprinted with the permission of Trusts & Estates, June, 2014 (NAEPC Member Discounted Subscription) Authors: David Thanyne & Emily Brunner

2015 Key Numbers (PDF file) Reprinted with the permission of Cannon Financial Institute

The Taxing Side of Divorce: Division of Non-Qualified Employee Benefits (PDF file) Reprinted with the permission of SRR Journal Author: Mary V. Ade

Life Insurance—Tax Issues to Be Aware Of (PDF file) Author: Lee J. Slavuton, MD, CLU®, AEP® (Distinguished)

2nd Annual Trust Decanting State Rankings Chart (PDF file) Author: Steven J. Oshins, JD, AEP® (Distinguished).

Effective Collaboration: The True Frontier of Estate Planning (PDF file) Author: Todd Fithian, Managing Partner, The Legacy Companies, LLC

Dealing with Financial Planning Risk – Directing Portfolio Decisions or Navigating Human Behavior? (PDF file) Authors: Hugh Massie and Eamon Porter, DNA Behavior® International

Building Your Practice and Developing Your Skills Locally and Nationally (PDF file) Originally published in Probate & Property, January/February 2015. © 2015 by the American Bar Association Author: Jason E. Havens

Web Meets the Will: Estate Planning for Digital Assets (PDF file) Reprinted with the permission of Estate Planning Author: Gerry W. Beyer