| November 5, 2020 |
Roundtable Discussion - Tax Basis Strategies for Married Couples
Edwin P. Morrow III, J.D., LL.M.,MBA, CFP, CM&AA - U.S. Bank |
| November 10, 2020 |
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished) |
| November 17, 2020 |
November Membership Meeting - Building Blocks of Blockchain: A Primer on Cryptocurrency for Estate Planners
Abigail R. Earthman, J.D., LL.M. |
| December 2, 2020 |
December Roundtable Discussion - Are you in Jeopardy or the Price is Right? How business succession planning integrates with family dynamics
Alvina Lo, Chief Wealth Strategist Wilmington Trust |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress |
| January 19, 2021 |
January Membership Meeting- Top Tax and Estate Planning Techniques Today (COVID-19, COVFEFE, and the Election)
Paul S. Lee, J.D., LL.M. - Northern Trust |
| February 16, 2021 |
February Membership Meeting - Offshore vs. Domestic Asset Protection Trusts
Dennis Kleinfeld, J.D., Kleinfeld Legal Advisors, P.A. |
| March 4, 2021 |
Roundtable Discussion - Fiduciary Liability & Surcharges
James Grier Pressly, III, J.D. - Pressly, Pressly, Randolph & Pressly |
| April 20, 2021 |
April Annual Membership Meeting - Planning with Tax-Exempt Organizations
Brian Yacker, J.D., CPA - YH Advisors |
| May 18, 2021 |
May Membership Joint Council Meeting - TBD
TBD |
| June 3, 2021 |
Roundtable Discussion - Highlights from Heckerling 2021
Mark Brown, J.D., CPA & Chris Weeg, J.D., LL.M., CPA - Comiter SInger Baseman & Braun |
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