Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 18, 2024 |
Estate Planning from the Eyes of A Corporate Trustee
Jackie Davis |
| January 9, 2025 |
Tax Changes (or Planning Options) if the Tax Cuts and Jobs Act of 2017 Sunsets in 2026
Maya Brill |
| February 19, 2025 |
Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
Eric Reis |
| March 19, 2025 |
Beneficiary-Grantor Trusts: Effecting Planning with Defective Trusts
Toby Eisenberg |
| April 16, 2025 |
The Importance of Integrating a Complete Retirement/Estate Plan with Investments/Life Insurance/Income Annuities
Scott Sweet |
| May 21, 2025 |
Issues Arising from Trust Termination and Trustee Succession in Texas
David Johnson |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
