Members - Palm Beach County Estate Planning Council

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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 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

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