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Mark R. Taylor, Managing Director
Morgan Stanley Wealth Management

777 S. Flagler Drive Suite 700 West Palm Beach, FL 33401

Phone: (561) 650-7520 Fax: (312) 436-2908

UPCOMING EVENTS

November 3, 2025

Annual Outing - August 2025 Sponsorship Payments

N/A

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November 20, 2025

BREAKFAST: Do We Have to Tell the Kids They’re Rich? The Trustee's Challenge of Navigating Illinois Legal Disclosures While Preserving Family Harmony

Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft

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December 10, 2025

WEBINAR: Help! My Family Has Gone Global: Cross-Border Estate Planning Challenges and Solutions

Olivia Brennan, Northern Trust, Raveet Phull, Perkins Coie & Nick Heuer, Katten

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January 22, 2026

WEBINAR: Planning with Purpose: 30 Essential Tips for Advising Families with Special Needs Beneficiaries

Kristen Lewis, Harrison LLP

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