Next Meeting:
Thursday, September 4, 2025
What Really Happens When Partners Die?
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September 4, 2025
Paul Lee
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October 2, 2025
Planning for Inherited Retirement Accounts
Christopher Hoyt
November 6, 2025
The New Normal for Charitable Tax Planning
Justin Miller
December 4, 2025
How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
Luke Jernagan
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