| December 6, 2022 |
Holiday Mixer
USD |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. |
| January 17, 2023 |
Planning for (and BEFORE) the December 31, 2025 Exemption Cliff for the $15 to $50 Million Estates
Philip Sullivan and Jennifer McGibbons |
| January 18, 2023 |
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort |
| February 21, 2023 |
Domestic Asset Protection
Panelists featuring Scott Sacchi |
| March 21, 2023 |
Spring Mixer at KPBS
KPBS |
| April 25, 2023 |
The Most Neglected Asset in Estate Planning: Reducing the Expense and Anguish of Personal Property
Marin Bradshaw & Marguerite Lorenz |
| May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modem Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation) |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
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