| January 27, 2023 |
'Member Only' Fourth Fridays - Informal Virtual Networking
|
| February 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
Caroline D. Ciraolo and John D. (Don) Fort |
| February 15, 2023 |
Recent Developments
Ryan Walsh, Croke Fairchild Morgan & Beres |
| February 22, 2023 |
CEPC 'Member Only' In-Person Networking Event
|
| February 23, 2023 |
CEPC Members Only - Roundtable Sessions: Administration of Unusual Assets
David Handler, Kirkland & Ellis; Adam Novak, Driehaus Enterprise Management Inc; Steve Todd, Northern Trust |
| February 24, 2023 |
'Member Only' Fourth Fridays - Informal Virtual Networking
|
| March 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
| March 17, 2023 |
'Member Only' Third Fridays - Informal Virtual Networking
|
| March 23, 2023 |
Tax Residency Planning - Do's, Don'ts and Everything in Between
Tye Klooster NS Adam Damerow, Katten Muchin Rosenman; Jeremy Dubow, NDH |
| April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| April 26, 2023 |
Wealth Planning and Business Entities - What's in our toolbelt?
Panel Discussion: Georgia Loukas Demeros, Steve Gorin and Jeff Shelley, Thompson Coburn LLP |
| May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation) |
| May 17, 2023 |
Planning for and Addressing Diminishing Capacity
Kerry Peck, Peck Ritchey; Darby Morhardt, Research Professor for Cognitive Neurology and Alzheimers Disease; Ben Topp, Managing Director of Midwest Care Management Services Inc.; Moderator: Kim Kamin, Gresham Partners |
| June 14, 2023 |
Ethics/Diversity - How Estate Tax and Tax Policy Can Help Close the Racial Wealth Gap Created by Slavery and Supremacism
Raymond C. Odom, Northern Trust |
| June 14, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Prof. Peter J. Strauss |
| June 30, 2023 |
2022 - 2023 Sponsorships
|
| July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| November 12, 2023 |
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| June 28, 2024 |
2023 - 2024 Sponsorships
N/A |
|
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