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Thursday, September 1, 2022

Best Creative Tax Planning Ideas for Trusts

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Dallas Estate Planning Council

DALLAS ESTATE PLANNING COUNCIL

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Event Calendar

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
View Past Events

UPCOMING EVENTS

September 1, 2022

Best Creative Tax Planning Ideas for Trusts

Stacy Eastland

See Event Details

October 6, 2022

SECURE Act and Estate Planning Considerations for Retirement Plans

Harry Wolff

See Event Details

November 3, 2022

Effective Estate Planning Techniques/Divorce

Aubrey Connatser/Steve Novak

See Event Details

December 1, 2022

Creative Ways to Transfer Assets Without Any Remaining Exemption

Aubrey Boswell

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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