Next Meeting:
Wednesday, November 13, 2024
End of Life Issues and Death with Dignity
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November 13, 2024
Bob Free, End of Life Washington
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January 15, 2025
The Benefits of Integrating Personal Insurance into Estate Planning
Linda Bourn and Steven Kent (NAEPC)
March 19, 2025
The Corporate Transparency Act as It Relates to Estate Planners
M. John Way, Schwabe, Williamson & Wyatt, P.C., and Amber Quintal, Ogden Murphy Wallace
May 14, 2025
Special Needs Trusts/ABLE Accounts and Navigating Mental Illness/Addiction in Estate Planning and Administration
Darryl Lynch, Oppenheimer & Co.
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