Upcoming Events

Nonprofit Board Governance and Equity Training

Dec 01, 2021

Ethics Issues for Estate Planners Before the Engagement Begins

Dec 14, 2021

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