Upcoming Events

"Tea with Maryam" for our Nonprofit Partners

Dec 01, 2022

Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals

Dec 13, 2022

Wealth management and estate planning series offered for professional advisors

Past Events

Balancing Income Tax Planning and Estate Tax Planning

Aug 24, 2021

Directed Trusts: Risks and Liabilities

Sep 21, 2021

Avoiding the Future Disruption of an Estate Plan

Oct 26, 2021

Nonprofit Board Governance and Equity Training

Dec 01, 2021

Ethics Issues for Estate Planners Before the Engagement Begins

Dec 14, 2021

Estate Planning Uses For Life Insurance

Jan 25, 2022

Best Designs for the Exercise of Discretion by a Trustee

Feb 22, 2022

What May be in Store When the IRS Knocks on Your Door

Mar 22, 2022

Join the Conversation: Building Democracy Together

Apr 19, 2022

Non-Tax Aspects of Business Succession Planning

Apr 26, 2022

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