Past Events
| May 9, 2024 | Business Succession Planning w/Michael Benedict |
| February 15, 2024 | TBD |
| December 14, 2023 | Intentional Charitable Planning with Taxable Benefits |
| September 21, 2023 | Estate Planning: Preparing for 2026 Sunset w/Eric Marchand |
| May 18, 2023 |
Legislative & Case Law Update for Probate & Guardianship
Judge Vincent Dulweber |
| February 23, 2023 |
A Holistic Approach to Estate and Legacy Planning
Thomas Bevan |
| December 1, 2022 |
Blockchain Basics, Taxation, and how to Make/Receive a Charitable Crypto Donation
Abigail Earthmann |
| September 22, 2022 |
Impact of Residency of Trustees, Beneficiaries and Managers on State Income, Creditor and Divorce Laws
James Roberts with Glast, Phillips & Murray |
| May 24, 2022 |
Medicaid, Long Term Care & Estate Planning
John Ross with Ross & Shoalmire |
| View Current Events |
