Event Calendar

October 1, 2020
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 7, 2020 The Warhol in the Closet: Estate Planning for Unique Assets
Jonathan Ingrisano (Godfrey & Kahn), Jennifer Olk (Godfrey & Kahn), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Robert Holton (BMO Private Bank)
October 14, 2020
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 4, 2020 Life Settlement Legal and Ethical Responsibilty
Jon Mendelsohn and Jamie Mendelsohn from the Ashar Group, LLC
December 2, 2020 Opportunity Zone Funds & Estate Planning
Attorney Hamang Patel (Michael Best) & Attorney Amy Kiiskila (Michael Best)
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
February 3, 2021 Heckerling Highlights
March 3, 2021 TBD
May 5, 2021 Assuring Compliance with Decedent's Wishes in an Era of Decanting, Early Terminations, and Other Irrevocable Trust Modifications
Diana Zeydel
June 2, 2021 Sam Donaldson - Topic TBD
Sam Donaldson
September 1, 2021 New Kids on the Block(chain): Planning with Bitcoin & Cryptocurrency
Attorney Abigail Earthman
View Past Events