Event Calendar
| October 11, 2022 |
CEPC New Member Meet and Greet Breakfast Meeting
By Invitation Only |
| October 19, 2022 |
NATIONAL EVENT:
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 |
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conferencewith Pre-Conference Sessions for Council Leaders November 15 - 18, 2022 |
| December 14, 2022 |
NATIONAL EVENT:
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
N/A |
| View Past Events |
