Event Calendar

January 27, 2026 Current Estate Planning Updates for 2026
Caroline Robbins, Esq. - Proskauer and Andy Katzenstein, Consultant
February 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA
March 24, 2026 Hot Topics in Transfer Tax Valuation
John W. Prokey, Ramsbacher Prokey & Leonard LLP
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 26, 2026 Concrete Assets, Abstract Duties: How Trustees Can Manage Risk for Real Estate and Other Asset Concentrations
Marc McKay and Amy Takeuchi Wanlass - BMO Wealth Management
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy:  Strategic Estate Planning with Art & Collectibles
Roberta Kramer
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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