Next Meeting:
Thursday, December 4, 2025
How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
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December 4, 2025
Luke Jernagan
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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
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