|May 19, 2020||
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
|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||
Patrick Lannon, Esq.
|February 26, 2019||
The Anatomy of a Charitable Gift Agreement
Jennifer Jones, Esq.
|January 29, 2019||
Allocations of GST Exemption
|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
|May 15, 2018||
Datan Z. Dorot Esq.
|April 24, 2018||
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
|September 22, 2016||
Dinner Meeting - BITCOIN, VIRTUAL CURRENCY TRANSFERS, TAXES AND THE EVOLVING LAW AND REGULATIONS
Andrew M. Hinkes Esq.
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