| December 1, 2022 |
December CGEPC Dinner Meeting: Melissa Barnhardt: Special Needs Trusts
Melissa Barnhardt: Special Needs Trusts |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. |
| January 18, 2023 |
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort |
| February 2, 2023 |
February CGEPC Breakfast Meeting: Cece Hassan & David Diamond, Trends and Topics for International/Cross-Border Clients
Cece Hassan & David Diamond: Trends and Topics for International /Cross-Border Clients |
| March 2, 2023 |
March CGEPC Dinner Meeting: Jennifer Wioncek & Patrick Lannon, Tips and Traps with Joint Trusts
Jennifer Wioneck & Patrick Lannon: Tips and Traps with Joint Trusts |
| April 6, 2023 |
April CGEPC Breakfast Meeting: Louis Nostro, Twenty Things You Should Know About Funding and Administering Charitable Trusts and Foundations
Louis Nostro: Twenty Things You Should Know About Funding and Administering Charitable Trusts and Foundations |
| May 4, 2023 |
May CGEPC Dinner Meeting: Ernie Perez, Tax Law Update
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| May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modem Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation) |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
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