Event Calendar

April 12, 2023 St. Louis Symphony Orchestra conducted by Larry Katzenstein
Conductor Larry Katzenstein
April 19, 2023
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry
April 24, 2023 STL Practicing Scholars Series: Estate Planning Ethics
Clary Redd, J.D. (Stinson); Kathy Sherby, J.D. (Bryan Cave); Michael Downey, J.D. (Downey Law Group) -- Moderator: Jason Thein, J.D. - MAC
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
May 17, 2023 Happy Hour Membership Recruiting Event
NONE
May 22, 2023 Extended Session Part 1: Planning for Clients with Chronic Illness and Disability and Part 2: Religious Considerations of Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD (Shenkman Law) - MAC
June 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely-Held Businesses
James S. Aussem, JD, AEP (Distinguished)
June 13, 2023 Annual Outing and Sponsor Interest
None
June 14, 2023
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
September 11, 2023 Understanding Blockchain and Digital Assets 2.0
Abigail Rosen Earthman | Perkins Coie LLP
September 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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)
October 16, 2023 Life Settlements: Ethical and Professional Responsibility
Jamie L. Mendelsohn, Executive Vice President Ashar Group
November 6, 2023 GST Tax and Happy Hour Late Afternoon Event
Stephen W. Murphy (Speaker will present on zoom)
November 12, 2023
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
December 11, 2023 TBD
Sharon Klein
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
March 11, 2024 Estate planning for family vacation properties or challenging assets to hold in trust
Wendy Goffe
View Past Events