Powers of Appointment
Expertise offered by Turney Berry, JD, AEP® (Distinguished)
About the Program
This intermediate program will discuss common, not so common, fun and interesting uses of powers of appointment to help individuals and families achieve both non-tax and tax objectives. Tips and pitfalls will be reviewed and specific examples will be given.
About the Speaker
Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning. Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), a Uniform Law Commissioner, Co-Chair of the Charitable Planning Committee for the ABA Section of Real Property, Trust and Estate Law, a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts).
REGISTER HERE for the Individual Program
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering
To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.
Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self- file for a distance-learning program.
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand to individuals and to be used as group gatherings where EPC members view the program together in a single location. Why not consider adding a webinar to your schedule as a new and creative program?