Next Meeting:
Wednesday, February 8, 2023
Michael Kitces Trusts as Beneficiaries of IRAs and Life & Death Tax Planning for Deferred Annuities
Site Links:
See Upcoming Event Calendar
February 8, 2023
Michael Kitces MAC Downtown Extended Session
See Event Details
March 20, 2023
STL Practicing Scholars Series: Trust Fiduciaries
Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (Bank of America) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust) - MAC
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 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
See Full Calendar
Join our Mailing List!