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 AnnualNAEPC 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 |
View Past Events |