Event Calendar

September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Spousal Trusts: Opportunities and Pitfalls
Matthew G. Brown, Esq.
September 21, 2022 New Rule Against Perpetuities Statute
Kelly Perez
September 29, 2022 Social Event
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 19, 2022 Trust Alphabet Soup
Christine Wakeman
November 3, 2022 Effective Estate Planning Techniques/Divorce
Aubrey Connatser/Steve Novak
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 21, 2022 Beyond Cash: Planning Strategies for Complex Charitable Contributions
Brandon O'Neil
January 18, 2023 Women and Wealth
Steph Wagner
February 15, 2023 Administering a Trust with a Troubled Beneficiary
David Johnson
March 15, 2023 Resources/Considerations in Caring for Aging Parents/Family
Mindy Jones
April 19, 2023 FLPs in Tax Court - Where We Are Today and How We Got here
Will Frazier
May 17, 2023 Tax Strategies for Family and Estate Planning
Russ Lacock
View Past Events