BMO Wealth Management

Event Calendar

October 11, 2022 CEPC New Member Meet and Greet Breakfast Meeting
By Invitation Only
October 19, 2022
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 20, 2022 IN PERSON MONTHLY PROGRAM - The Role of the Attorney General in Charitable Trusts, Estates and Fiduciary Litigation
Joan Smuda, Bureau Chief, Revenue Litigation; Kristin C. Louis, Deputy Bureau Chief, Charitable Trust Bureau
November 9, 2022 Advanced Estate Planning
Jeanette Suarez Hunter, McDermott Will & Emery
November 15, 2022
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
December 14, 2022
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
December 15, 2022 Drafting Estate Plans for Volatile Families to Avoid Future Litigation
Sally Venverloh, JP Morgan Private Bank; David Blickenstaff, ArentFox Schiff
January 18, 2023 The Income Tax Consequences of Inheritance
Robert S. Keebler, Keebler & Associates, LLP
February 15, 2023 Recent Developments
Ryan Walsh, Croke Fairchild Morgan & Beres
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 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 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 30, 2023 2022 - 2023 Sponsorships
June 28, 2024 2023 - 2024 Sponsorships
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