Next Meeting:
Thursday, September 25, 2025
LUNCHEON: Note-worthy Planning: Using Loans to Achieve Estate Planning Goals
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September 25, 2025
Jane Gorham Ditelberg
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September 29, 2025
Virtual Workshop: Adequate Disclosure Rules
Georgia Demeros, Thompson Coburn LLP
October 23, 2025
LUNCHEON: When Cash Isn't King: Charitable Planning with Business Interests, Retirement Plans and Illiquid Assets
Agnes Kawecki and Neil Kawashima, McDermott Will & Emery
November 20, 2025
BREAKFAST: Disclose or Don't? Navigating UTC Disclosure Requirements and Family Dynamics
Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft
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