Past Events

February 18, 2019 2019 Annual Dues
February 6, 2019 Heckerling Institute Highlights
December 5, 2018 2018 Tax Updates
November 7, 2018 How Can Estate Planners Help Elderly Clients Make Better End-of-Life Decisions
October 3, 2018 How to Work with the IRS on Estate And Gift Issues
September 5, 2018 Fiduciary Implications of Responsible Investing
June 6, 2018 Planned Giving in 2018 and Beyond: Income Tax Changes Set the Stage for a Different Conversation about Philanthropy
May 2, 2018 Tax Act of 2017 (Specifically IRC Sec. 199A and related law change) on Estate Planning
March 7, 2018 Incorporating Tax Basis Planning in the Estate Plan
February 7, 2018 Heckerling Institute Highlights
December 5, 2017 How to Maximize the Impact of Clients' Philanthropy
November 1, 2017 Proactive Planning Ideas in Uncertainty
October 4, 2017 Insider Tips to Navigating the College Process
September 6, 2017 Mediation or Litigation: The Positive Impact of Process Choice on Resolving Family Estate Issues
June 7, 2017 Estate Planning for Clients with Disabilities, Chronic illness, and Other Challenges
May 3, 2017 Working with Creatives: Copyright in Estate Planning
April 5, 2017 April Meeting - Cancelled due to addition of June Meeting
March 1, 2017 Issues with Trust Situs
February 1, 2017 Heckerling Institute Highlights
December 7, 2016 Charitable Conversations: Donor Advised Funds, Private Foundations, and More
November 2, 2016 Impact of IRS Proposed 2704 Regulations
October 5, 2016 Digital Assets: Update on Digital Property Act
September 7, 2016 Valuations Including S-Corps and Discounts
May 4, 2016 Beneficiary Designations and How To Disinherit Your Family
April 6, 2016 Six Attributes of Successful Families In Business
March 2, 2016 Health Care Power of Attorney
February 3, 2016 MEPF Membership Meeting - Heckerling Update
January 6, 2016 AEP Informational Session
December 2, 2015 Hot IRS Issues and Identity Theft and Beyond
November 4, 2015 MEPF Membership Meeting
October 7, 2015 MEPF Membership Meeting
September 2, 2015 MEPF Membership Meeting
May 4, 2015 MEPF Membership Meeting
April 1, 2015 MEPF Membership Meeting
March 4, 2015 MEPF Membership Meeting
February 4, 2015 MEPF Membership Meeting
December 3, 2014 MEPF Membership Meeting
November 5, 2014 MEPF Membership Meeting
October 1, 2014 MEPF Membership Meeting
September 3, 2014 MEPF Membership Meeting
September 3, 2014 MEPF Board Meeting
August 20, 2014 MEPF Board Meeting
June 4, 2014 Summer Social
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