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
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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
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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 |
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