| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| September 17, 2025 |
Religion and Diversity in Estate Planning
Stacy Singer |
| October 15, 2025 |
Probate Litigation and Settlements Involving IRAs
Christian Kelso |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 19, 2025 |
Oil & Gas in Estate Planning and Probate
Shaun Rainey |
| December 4, 2025 |
How to Establish Trust and Collaboration amond Benefactors, Beneficiaries and Trustees
Luke Jernagan |
| January 21, 2026 |
Training the Young Associate and Teaching the Old Dog New Tricks
Erny Simmons and Julia Leary |
| February 18, 2026 |
Tax Law Sunset and Planning in 2026: Recent Updates
Kim Loveland |
| March 18, 2026 |
Litigation Involving Powers of Appointment
Brandy Baxter-Thompson |
| April 15, 2026 |
Heirship Determination
Nathan Griffin |
| May 20, 2026 |
Litigating Trust Disputes in Divorce Proceedings
David Johnson |
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