Event Calendar

October 11, 2023
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
October 24, 2023 Young Professional Hike
November 6, 2023 GST Tax and Happy Hour Late Afternoon Event
Stephen W. Murphy (Speaker will present on zoom)
November 12, 2023
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
December 11, 2023 Estate Planning Issues in Divorce
Sharon Klein
December 13, 2023
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 8, 2024 St. Louis Practicing Scholar Series: Best Planning Ideas Case Study
: Panel Elliot Dole, Michael Tessler, John Scott and Steve Gorin – Kathleen Bilderback Moderator
February 12, 2024 St. Louis Practicing Scholar Series speakers: 10 Frequent Life Insurance Mistakes in Estate Planning
Brian Seigel, JD
March 11, 2024 Estate planning for family vacation properties or challenging assets to hold in trust
Wendy Goffe
April 24, 2024 Adoption in Estate Planning - Wednesday
Kim Kamin, Partner Chief Wealth Strategist Gresham Partners LLC and Sarah Moore Johnson
May 13, 2024 Firearm Appraisal, Insurance and Transfer
Paul Bastean
May 31, 2024 Annual Sponsors July 1 2023 to June 30 2024
Annual Sponsors
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