Past Events

April 22, 2019 Matrimonial/Prenups/Divorce/Taxes
March 18, 2019 Estate Planning and Trust Management for a Brave New World
February 11, 2019 Charitable Planning Potpourri - New Developments and Old and New Tricks
January 17, 2019 Happy Hour/Networking Joint Event with SLPGC
January 7, 2019 Best Planning Ideas for 2019
December 10, 2018 Basis Bonanza — Generating Step-Up and Dealing With Consistency Rules
November 5, 2018 Ethical Issues in Estate Planning
October 22, 2018 An Update on 50 Years' Worth of Issues on Fair Market Value for Business Interest Transfers
September 17, 2018 Using Your Estate Planning Toolbox to Fix Your Client’s Income Tax Problems©
May 7, 2018 Business Succession Planning
April 23, 2018 Selecting & Advising Trustees: A Practical Guide
March 19, 2018 It’s a Whole New Digital World: Practical Guidance for Planning and Administering Digital Property
February 13, 2018 Happy Hour
February 12, 2018 Best Planning Ideas for 2018
January 8, 2018 Fiduciaries and Firearms- A Minefield for the Misinformed
December 4, 2017 Employee Stock Ownership Plans: Latest Trends and Opportunities
November 13, 2017 Evolving Trends and Changing Laws
October 23, 2017 The Life Insurance Lapsing Policy Crisis
September 18, 2017 Best Ideas in 2017 – What the Planner Needs to Know
June 20, 2017 Annual Outing
May 22, 2017 Estate Planning for Chronic Illness
May 9, 2017 Happy Hour
May 1, 2017 Powers of Appointment in Today's Enviroment
March 13, 2017 My Way: What is the Donor’s Best Charitable Game?
February 13, 2017 All About That Basis: 20 Ways to Obtain a Basis Adjustment at Death.
January 23, 2017 Recent Developments in Estate Planning for Retirement Benefits
December 12, 2016 Planning for the Unexpected and Retirement
November 14, 2016 Oshins 11 Eleven Counterintuitive Estate Planning Opportunities and Conundrum
November 3, 2016 Happy Hour
October 17, 2016 Contemporary Life Insurance Issues plus "Quality Life Planning vs Financial Planning. Taking the IF out of Life."
September 19, 2016 Practical Planning for Art Collectors and Their Advisors
June 21, 2016 Annual Outing
May 9, 2016 Cruise Control - not an option Life Insurance Policies - assets that need managing
April 27, 2016 Happy Hour
April 18, 2016 Business Valuation
March 14, 2016 Federal tax law update for estate planners
February 8, 2016 The Effect of Changes in Income Tax Rates on Estate Planning
January 25, 2016 A Financial Planners Guide to a Life Insurance Check-up
December 7, 2015 The Impact of ATRA/Future of Estate Planning and Fiduciary Services
November 9, 2015 Asset Protection Hot Topics: 2015 need details
October 27, 2015 Evening with Conductor Larry Katzenstein
October 19, 2015 "Planning for an Aging Population ‐ Your Clients, Your Parents, and Someday You!"
September 21, 2015 The U.S. Economic Outlook
May 18, 2015 Portability, Prenups and Post-Atra Planning
April 20, 2015 Estate and Gift Tax Issues and the IRS
March 30, 2015 Structuring Trusts and Trust Design Strategies
February 23, 2015 Using ESOPs in Ownership Succession Planning
January 26, 2015 Income Taxation of Life Insurance
December 15, 2014 Why Smart People Do Dumb Things
November 17, 2014 Post-election update with emphasis on estate, gift and income taxes
October 20, 2014 Trust, Trusts and Annuities
September 22, 2014 The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits
May 12, 2014 Charitable giving
April 28, 2014 Understanding Safe Withdrawal Rates: Mechanics, Uses, & Caveats
March 24, 2014 Tax controversy work- audit proof your transactions
February 10, 2014 To Dream the Impossible Dream – Lawyers and unwaivable conflicts
January 6, 2014 rescheduled 1/28/14 - Recent Developments in Estate Planning Update
December 9, 2013 Challenge Your Selling- Unseat Comfort Zone
November 18, 2013 The ATRA-Math Estate Planning After the American Taxpayer Relief Act of 2012
October 21, 2013 Demographics of Longterm Trusts - Design, Growth, and Management
September 23, 2013 The Mathematics of Estate Planning
May 13, 2013 Trust Modification & Change of Situs
April 22, 2013 Busting Pension Myths: Why everything you think you know about Qualified Plans IS ALL WRONG!
March 18, 2013 Pixar For Estate Planners: Animating Your Practice Through Social Media
February 11, 2013 Opportunities and Obstacles in Trust Decanting
January 14, 2013 Getting Family Business Owners Off the Dime: How to get them started on Estate/Succession Planning
December 10, 2012 Economic and Financial Market Outlook post the 2012 Election
November 19, 2012 The Beneficiary Defective Inheritor's Trust - Passing the Pipe Line Dream
October 22, 2012 Cycles of Popularity of Life Insurance
September 24, 2012 Section 529 College Savings Accounts: A Decade Without Final Regulation
June 5, 2012 Annual Outing
May 14, 2012 Where Estate Planning and Asset Protection Intersect
April 23, 2012 Tax Efficient Disposition of Qualified Plans and IRA's
March 19, 2012 How Revocable is Irrevocable
February 13, 2012 annuities-When the ywork, When they don't work, How they work.
January 9, 2012 Fresh Exit Strategies for Business Owners
December 19, 2011 So You Want to be a Philanthropist (Pros and Cons of Donor Advised Fundsand other issues)
November 14, 2011 Multi-Generational Wealth-Care Planning After TRA 2010
October 17, 2011 Impact of Family Dynamics and Family Governance Structures on Estate Planning
September 19, 2011 The $5 Million Exemption: What's an Estate Planer to do?
June 7, 2011 Golf Tournament
May 9, 2011 Creative Estate Planning Ideas
April 4, 2011 Executive Benefits Made Easy
March 7, 2011 Current Developments in the Limitations of Limited Liability Entities
February 7, 2011 Highlights of Heckerling Institute on Estate Planning and Review of Estate Planning Current Developm
January 10, 2011 IRS Valuation Policies
December 13, 2010 Current Estate Planning Developments
November 15, 2010 Getting Money Out of the Family Business
October 18, 2010 Funding Estate Tax Liabilities: Exploring Graegin and 6161
September 20, 2010 Fiduciaries: Are You One and What Does That Mean?
May 10, 2010 The Quiet Revolution in Trust Law: An Empirical Assesment
April 19, 2010 What's Hot & What's Not!
March 29, 2010 Retirement Planning
February 8, 2010 Buy Sell Agreement Model
January 11, 2010 FIFTEEN YEARS OF SALE TO IDITS -Where are we now?
December 7, 2009 Changes on the Horizon-Planning Update
November 9, 2009 Current Developments Affecting Charitable Planning and Technology
October 19, 2009 Discretionary Trust from the perspective of the professional Trustee
September 14, 2009 Update of Life Insurance Developments for Estate Planners in 2009
June 2, 2009 Golf Tournament
April 20, 2009 Legal and Economic Comparisons of GRATS and Installment Sales of Grantor
March 23, 2009 Recent developments affecting estate and financial planning, including the status of federal legisla
February 9, 2009 IRS Audits - The Inside Perspective
January 12, 2009 Ethical Consideration
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