Next Meeting:
Thursday, October 16, 2025
Naming Trusts as Beneficiaries on Retirement Plans
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October 16, 2025
Lane Birkenfeld
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January 15, 2026
What's Trending: Current Developments and Hot Topics in Estate and Tax Planning
Shyla Buckner
February 19, 2026
Who Gets the Keys? Fiduciary Selecion Without Losing Sleep (or the Estate)
Gerry W. Beyer
See Full Calendar
