Next Meeting:
Wednesday, January 15, 2025
The Benefits of Integrating Personal Insurance into Estate Planning
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January 15, 2025
Linda Bourn and Steven Kent (NAEPC)
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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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