Next Meeting:
Wednesday, May 21, 2025
Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Site Links:
May 21, 2025
Tom Pauloski, Bernstein
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May 29, 2025
Virtual Workshop: Planning with Powers of Appointment and Disclaimers
Shawn McCullough, Harrison, LLP
June 4, 2025
WEBINAR: Staying Out of the Estate and Gift Tax Return "Penalty Box"
Beth Kaufman and Melissa Wiley, Lowenstein Sandler LLP
June 30, 2025
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