Event Calendar
| 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 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| July 22, 2025 |
Family Law Battles: Divorce and Trust Fight War Stories
Robert O. Watts, CPA and Ashley Landry, CPA of Gursey | Schneider LLP |
| September 23, 2025 |
Beyond the GST of It
Stefanie Lipson, JD, LL.M, Partner at Greenberg Glusker |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 18, 2025 |
Tentative Title: Proposition 19 - Including Strategies for Mitigating or Avoiding Reassessment
James L. Cunningham, JR., ESQ, Cunningham Legal |
| January 27, 2026 |
Updates in Estate Planning
Andrew Katzenstein, Esq. & Caroline Robbins, Esq., Proskauer |
| March 24, 2026 |
To Be Announced
To Be Announced |
| May 26, 2026 |
To Be Announced
To Be Announced |
| July 28, 2026 |
To Be Announced
To Be Announced |
| September 22, 2026 |
To Be Announced
To Be Announced |
| November 17, 2026 |
To Be Announced
To Be Announced |
| View Past Events |
