Past Events

October 14, 2021 CGSDEPC Meeting
Al Stashis
May 18, 2021 General Meeting
Patrick Lannon, Esq., Dolly Hernandez, Esq., and Mary Karr, Esq.
April 20, 2021 General Meeting
Thomas Wells, Esq. and Jennifer Okcular, Esq.
May 19, 2020 Dinner Meeting
James (Andy) Osteen, CPA
April 28, 2020 Battle of the Titans: Guardians vs. Trustees
Elizabeth Hughes, Esq. and Cady Huss, Esq.
February 25, 2020 Guardianship Case Law and Legislative Update
Stacy Rubel
January 28, 2020 The Design, Funding & Administration Of Grantor Retained Annuity Trusts
Louis Nostro, Esq. and Alexander Nostro Esq.
November 19, 2019 Gun Trusts: What’s All the Fuss?
Michael Sneeringer, Esq.
October 22, 2019 The Pot Trust and Trustee Discretion
Andrea Stone, Esq.
September 24, 2019 Common Mistakes to Avoid in International Estate Planning
Jennifer Wioncek, Esq. and Paul D'Alessandro, Jr., Esq.
May 21, 2019 Prenuptial and Postnuptial Planning Update
Sheryl Moore, Esq.
April 30, 2019 Dinner Meeting
Patrick Lannon, Esq.
February 26, 2019 The Anatomy of a Charitable Gift Agreement
Jennifer Jones, Esq.
January 29, 2019 Allocations of GST Exemption
William Keenan
November 27, 2018 Setting Trust Investment Policies to Prevent Law Suits
Marta Goldberg & Alex Bahamonde, Grove Bank & Trust
October 23, 2018 Sexual Discrimination Claims in the Workplace
Christopher D. Brown
September 25, 2018 Top 10 Pitfalls for Non-Litigators in Probate
Kai Jacobs
May 15, 2018 Dinner Meeting
Datan Z. Dorot Esq.
April 24, 2018 Dinner Meeting
Jeremy P. Leathe, Esq
February 20, 2018 Dinner Meeting
January 16, 2018 Dinner Meeting
November 28, 2017 Dinner Meeting
October 24, 2017 Dinner Meeting - Entity Asset Protection
Thomas O. Wells, Esq. from Wells & Wells, P.A.
September 26, 2017 Challenges in Protecting Clients from Financial Elder Abuse and Exploitation
Barry Nelson, Esq.
May 11, 2017 Dinner Meeting - Estate Planning with IRAs and Qualified Plans
Kristen M. Lynch, Esq - Lubell Rosen, Ft. Lauderdale Florida
February 23, 2017 Dinner Meeting - ABLE Account Planning Insights for Special Needs Individuals and their Families
Philip Herzberg, CFP®, CTFA, AEP®, MSF
January 26, 2017 Dinner Meeting - Bruce Stone, Esq. "What's going to happen to us?"
Bruce Stone Esq. - Shareholder at Goldman Felcoski & Stone P.A.
December 1, 2016 Dinner Meeting - Real Life Probate Situations
Jim Sloto, Esq. from Sloto & Diamond, PLLC
October 27, 2016 Dinner Meeting - Asset-Based Long Term Care
Alisa Bang, JD - Regional Director of Pacific Life Insurance Company
Andrew M. Hinkes Esq.
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