On February 26, 2013 John Strohecker and Barbara Green presented “Fifty Shades of Gray, A Trustee’s Perspective”
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Category Archives: Meeting
2013 Fiscal Cliff Legislation 1/22/2013
On January 22, 2013 Robert E. Kabacy presented “2013 Fiscal Cliff Legislation”
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Flexible Trust Strategies and Other Important Topics 11/27/2012
On November 27, 2012 Todd L. Janower and Curtis L. Lundquist presented “Flexible Trust Strategies and Other Important Topics”
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Gift Planning in the New Environment 10/30/2012
On October 30, 2012 Al Zimmerman presented “Gift Planning in the New Environment”
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Crimes Against Vulnerable Adults, What Every Estate Planner Should Know 9/25/2012
On September 25, 2012 Sarah J. Plugh presented “Crimes Against Vulnerable Adults, What Every Estate Planner Should Know”
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Estate and Income Tax Planning for Retirement Plans and IRAs 5/15/2012
On May 15, 2012 Gair B. Petrie presented “Estate and Income Tax Planning for Retirement Plans and IRAs”
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Economic & Revenue Outlook 4/24/2012
On April 24, 2012 Steve Lerch presented “Economic & Revenue Outlook”
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Charities and Donor Intent: Interpretation, Enforcement and Doing the Right Thing 2/21/2012
On February 21, 2012 Susan N. Gary presented “Charities and Donor Intent: Interpretation, Enforcement and Doing the Right Thing”
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Impact of Divorce on Estate Plans 1/24/2012
On January 24, 2012 Scott Horenstein presented on “The Impact of Divorce on Estate Plans”
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