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
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