| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 25, 2025 |
Commercial Appraisal Insights: Essential Knowledge for Financial and Legal Professionals
John Shamoun, John Shamoun & Associates |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 27, 2025 |
Trust Litigation [Specific topic to be identified at a later date]
Vatche Zetjian, Jeffer Mangles Butler & Mitchell, LLP |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| July 22, 2025 |
Family Law Battles: Divorce and Trust Fight War Stories
Robert O. Watts, CPA and Ashley Landry, CPA of Gursey | Schneider LLP |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
| November 18, 2025 |
Tentative Title: Proposition 19 - Including Strategies for Mitigating or Avoiding Reassessment
James L. Cunningham, CunninghamLegal |
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