Next Meeting:
Thursday, January 8, 2026
The Role of AI in Estate Planning
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January 8, 2026
Gerry Beyer
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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
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