Events
Are you interested in having us speak at your next public or private event? Please contact us for additional information and availability.
Upcoming Events
Please contact us for additional event information – more details to be posted soon.
Past Events
08/09/2019 – Estate Administration Procedures – Why Each Step Is Important: Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate, Being Thorough to Close the Estate without a Hitch and Understanding Tax Procedures to Avoid Problems Later (a National Business Institute Program)
12/18/18 – Estate Planning Under the New Tax Law
12/8/18 – You’ve Been Appointed As Executor of an Estate, Now What?
11/7/18 – Estate Planning 101
9/17/18 – Estate Planning Under the New Tax Law
6/27/18 – Top Ten Estate Planning Mistakes
4/21/18 – National Healthcare Decisions Day Workshop – part of Annual Healthcare Decisions Week
4/19/18 – Highlights of the 2017 Tax Cuts and Jobs Act
3/15/18 – Highlights of the 2017 Tax Cuts and Jobs Act
3/6/18 – Top Five Planning Ideas Under the New Tax Law
10/19/17 – Joint Revocable Trusts in Common Law Property States
10/11/2017 – Estate Administration Step-By-Step – An Interactive Workshop: Taxes – Preparing the Forms and More (a National Business Institute Program)
6/6/17 – Elder Care Planning and Protection Against Financial Abuse
5/18/17 – Succession Planning
3/23/17 – What Pet Parents Should Know About Pet Trusts
4/26/16 – Basics of Estate Planning
11/14/15 – Senior Scams: The $3 Billion Industry – and Growing!