February 19, 2025 |
Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
Eric Reis |
March 19, 2025 |
Beneficiary-Grantor Trusts: Effecting Planning with Defective Trusts
Toby Eisenberg |
April 16, 2025 |
The Importance of Integrating a Complete Retirement/Estate Plan with Investments/Life Insurance/Income Annuities
Scott Sweet |
April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
May 21, 2025 |
Issues Arising from Trust Termination and Trustee Succession in Texas
David Johnson |
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® |
October 19, 2025 |
NATIONAL EVENT:
62nd Annual NAEPC Advanced Estate Planning Strategies Conference
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