Next Meeting:
Wednesday, September 16, 2026
Clarifying HEMS Distribution Standards/Other Fiduciary Considerations for Trustees
Site Links:
September 16, 2026
Christian Kelso
See Event Details
October 21, 2026
Valuation of Private Equity Interests
Will Frazier
November 18, 2026
Rethinking Estate Planning for Almost Everyone/Those Not Certain to Pay Death Tax
Phil Lindquist
December 3, 2026
Letter of Wishes Helpful Guidance from the Grave
Kim Kamin
See Full Calendar
