Event Calendar

September 16, 2025 Beyond the GST of It: A Deeper Look at GST Trusts and the Automatic Allocation of GST Exemption to Lifetime Indirect Skip Transfers
Stefanie Lipson, JD, LL.M - Partner, Greenberg Glusker
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
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
John W. Prokey, Ramsbacher Prokey & Leonard LLP
May 26, 2026 Because “I Love Real Estate” is not a Fiduciary Standard
Marc McKay - National Head of Trust, Estate and Fiduciary Administration, BMO Wealth Management
July 28, 2026 To Be Announced
Kevin R. Ghassomian - Partner, Venable LLC
September 22, 2026 To Be Announced
To Be Announced
November 17, 2026 To Be Announced
To Be Announced
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