Event Calendar
| November 20, 2025 | Emerging Professionals Meeting |
| December 4, 2025 |
How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
Luke Jernagan |
| December 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Honoring the Past, Empowering the Future: Creating and Using Traditions to Strengthen Family Engagement
John A. Warnick, JD, AEP® (Distinguished) |
| January 8, 2026 |
The Role of AI in Estate Planning
Gerry Beyer |
| February 5, 2026 |
Key Tax Court Cases Impacting Valuations for Estate and Gift Tax Purposes
Will Frazier |
| March 5, 2026 |
Cross Border Planning for Americans
Joan Crain |
| April 2, 2026 |
Current Estate Planning Developments
Steve Akers |
| May 7, 2026 |
The Life-Changing Magic of Grantor Trusts
Sam Donaldson |
| View Past Events |
