| September 1, 2022 |
Best Creative Tax Planning Ideas for Trusts
Stacy Eastland |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Spousal Trusts: Opportunities and Pitfalls
Matthew G. Brown, Esq. |
| October 6, 2022 |
SECURE Act and Estate Planning Considerations for Retirement Plans
Harry Wolff |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| 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 1, 2022 |
Creative Ways to Transfer Assets Without Any Remaining Exemption
Aubrey Boswell |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| January 5, 2023 |
Business Succession Planning-Tax/Non-Tax Issues to Consider
Dan McCarthy |
| February 2, 2023 |
Succession Planning for the Professional
Daniel Brunello |
| March 2, 2023 |
Life Insurance Planning Opportunities
Marvin Blum |
| April 6, 2023 |
Current Estate Planning Developments
Steve Akers |
| May 4, 2023 |
Establishing Stepped-Up Basis in Various Assets/Estate Administration
Mickey Davis/Melissa Wilms |
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