Next Meeting:
Thursday, September 25, 2025
Note-worthy Planning: Using Loans to Achieve Estate Planning Goals
Site Links:
Return to Member Search Results
Start a New Search
Edit My Member Profile
September 25, 2025
Jane Gorham Ditelberg
See Event Details
September 29, 2025
Workshop: Adequate Disclosure Rules
Georgia Demeros, Thompson Coburn LLP
October 23, 2025
When Cash Isn't King: Charitable Planning with Business Interest, Retirement Plans and Illiquid Assets
Agnes Kawecki and Neil Kawashima, McDermott Will & Emery
November 20, 2025
Disclose or Don't? Navigating UTC Disclosure Requirements and Family Dynamics
Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft
See Full Calendar
Join our Mailing List!