Past Events

June 11, 2019 Annual Golf Outing
None
May 20, 2019 Life Insurance Planning After Tax Reform
Larry Brody
May 1, 2019 Happy Hour Networking Joint Event with EPC,FPA and SLCCGP
None
April 22, 2019 Matrimonial/Prenups/Divorce/Taxes
Carlyn McCaffrey
March 18, 2019 Estate Planning and Trust Management for a Brave New World
Hugh Magill
February 11, 2019 Charitable Planning Potpourri - New Developments and Old and New Tricks
Larry Katzenstein
January 17, 2019 Happy Hour/Networking Joint Event with SLPGC
none
January 7, 2019 Best Planning Ideas for 2019
Kathleen Bilderback Moderator, speakers: Steve Gorin, John Scott and Michael Tessler
December 10, 2018 Basis Bonanza — Generating Step-Up and Dealing With Consistency Rules
Clary Redd
November 5, 2018 Ethical Issues in Estate Planning
Michael Downey
October 22, 2018 An Update on 50 Years' Worth of Issues on Fair Market Value for Business Interest Transfers
Curtis Kimball
September 17, 2018 Using Your Estate Planning Toolbox to Fix Your Client’s Income Tax Problems©
Stacy Eastland
May 7, 2018 Business Succession Planning
John Brown
April 23, 2018 Selecting & Advising Trustees: A Practical Guide
Stacy Singer
March 19, 2018 It’s a Whole New Digital World: Practical Guidance for Planning and Administering Digital Property
Karin Prangley
February 13, 2018 Happy Hour
No Speaker
February 12, 2018 Best Planning Ideas for 2018
Steve Gorin, John Scott, Michael Tessler
January 8, 2018 Fiduciaries and Firearms- A Minefield for the Misinformed
Christie Schmuke
December 4, 2017 Employee Stock Ownership Plans: Latest Trends and Opportunities
Daniel M. Zugell
November 13, 2017 Evolving Trends and Changing Laws
John J. Scroggin
October 23, 2017 The Life Insurance Lapsing Policy Crisis
E. Randolph Whitelaw
September 18, 2017 Best Ideas in 2017 – What the Planner Needs to Know
Robert Keebler
June 20, 2017 Annual Outing
none
May 22, 2017 Estate Planning for Chronic Illness
Martin M. Shenkman
May 9, 2017 Happy Hour
Thomas Schlafly
May 1, 2017 Powers of Appointment in Today's Enviroment
Turney P. Berry
March 13, 2017 My Way: What is the Donor’s Best Charitable Game?
Stephanie Casteel
February 13, 2017 All About That Basis: 20 Ways to Obtain a Basis Adjustment at Death.
Mickey R Davis & Melissa Willms
January 23, 2017 Recent Developments in Estate Planning for Retirement Benefits
Robert K. Kirkland
December 12, 2016 Planning for the Unexpected and Retirement
Kurt A.Sommer
November 14, 2016 Oshins 11 Eleven Counterintuitive Estate Planning Opportunities and Conundrum
Richard Oshins
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."
Mile Halloran/Shane Westhoelter
September 19, 2016 Practical Planning for Art Collectors and Their Advisors
Ramsay H. Slugg
June 21, 2016 Annual Outing
None
May 9, 2016 Cruise Control - not an option Life Insurance Policies - assets that need managing
Michael Tessler
April 27, 2016 Happy Hour
None
April 18, 2016 Business Valuation
Pat Cooney
March 14, 2016 Federal tax law update for estate planners
San Donaldson
February 8, 2016 The Effect of Changes in Income Tax Rates on Estate Planning
Steven B. Gorin
January 25, 2016 A Financial Planners Guide to a Life Insurance Check-up
Lee Slavutin
December 7, 2015 The Impact of ATRA/Future of Estate Planning and Fiduciary Services
Charles A. Redd
November 9, 2015 Asset Protection Hot Topics: 2015 need details
Jay D. Adkisson
October 27, 2015 Evening with Conductor Larry Katzenstein
Larry Katzenstein Conductor
October 19, 2015 "Planning for an Aging Population ‐ Your Clients, Your Parents, and Someday You!"
Bernard Krooks
September 21, 2015 The U.S. Economic Outlook
Kevin Kleisen Kliesen Business Economist and Research Officer Federal Reserve Bank of St. Louis
May 18, 2015 Portability, Prenups and Post-Atra Planning
Edward F. Reilly
April 20, 2015 Estate and Gift Tax Issues and the IRS
Michael Gregory
March 30, 2015 Structuring Trusts and Trust Design Strategies
David A. Handler
February 23, 2015 Using ESOPs in Ownership Succession Planning
Geoffrey PeConga
January 26, 2015 Income Taxation of Life Insurance
Larry Brody and Don Jansen
December 15, 2014 Why Smart People Do Dumb Things
Nancy B. Rapoport, JD
November 17, 2014 Post-election update with emphasis on estate, gift and income taxes
Ron Aucutt
October 20, 2014 Trust, Trusts and Annuities
Pettus (Pete) Gibbons
September 22, 2014 The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits
Natalie Choate
May 12, 2014 Charitable giving
Larry Katzenstein
April 28, 2014 Understanding Safe Withdrawal Rates: Mechanics, Uses, & Caveats
Michael Kitces
March 24, 2014 Tax controversy work- audit proof your transactions
Stephanie Loomis-Price
February 10, 2014 To Dream the Impossible Dream – Lawyers and unwaivable conflicts
Bradley Winters
January 6, 2014 rescheduled 1/28/14 - Recent Developments in Estate Planning Update
Stanley Johanson
December 9, 2013 Challenge Your Selling- Unseat Comfort Zone
Donna Schumell
November 18, 2013 The ATRA-Math Estate Planning After the American Taxpayer Relief Act of 2012
Tom Pauloski
October 21, 2013 Demographics of Longterm Trusts - Design, Growth, and Management
Hugh Magill
September 23, 2013 The Mathematics of Estate Planning
Robert Keebler
May 13, 2013 Trust Modification & Change of Situs
Margaret E.W. Sager, Esquire
April 22, 2013 Busting Pension Myths: Why everything you think you know about Qualified Plans IS ALL WRONG!
Lawrence C. Starr, FLMI,CLU,CEBS,ChFC, CPC, EA,ATA,QPFC
March 18, 2013 Pixar For Estate Planners: Animating Your Practice Through Social Media
Louis S. Harrison
February 11, 2013 Opportunities and Obstacles in Trust Decanting
Charles A. Redd
January 14, 2013 Getting Family Business Owners Off the Dime: How to get them started on Estate/Succession Planning
Eric A. Manterfield
December 10, 2012 Economic and Financial Market Outlook post the 2012 Election
Scott Colbert
November 19, 2012 The Beneficiary Defective Inheritor's Trust - Passing the Pipe Line Dream
Michael W. Halloran
October 22, 2012 Cycles of Popularity of Life Insurance
Ben G. Baldwin, Jr., CLU, ChFC, CFP®, AEP
September 24, 2012 Section 529 College Savings Accounts: A Decade Without Final Regulation
Susan T. Bart
June 5, 2012 Annual Outing
May 14, 2012 Where Estate Planning and Asset Protection Intersect
Jonathan Blattmachr
April 23, 2012 Tax Efficient Disposition of Qualified Plans and IRA's
Kathy Sherby
March 19, 2012 How Revocable is Irrevocable
Skip Fox
February 13, 2012 annuities-When the ywork, When they don't work, How they work.
John Olsen
January 9, 2012 Fresh Exit Strategies for Business Owners
Steve Gorin
December 19, 2011 So You Want to be a Philanthropist (Pros and Cons of Donor Advised Fundsand other issues)
Chris Hoyt
November 14, 2011 Multi-Generational Wealth-Care Planning After TRA 2010
Ray Odom
October 17, 2011 Impact of Family Dynamics and Family Governance Structures on Estate Planning
Marc A. Silverman, PhD
September 19, 2011 The $5 Million Exemption: What's an Estate Planer to do?
Bernard A. Krooks
June 7, 2011 Golf Tournament
May 9, 2011 Creative Estate Planning Ideas
Ellen K. Harrison
April 4, 2011 Executive Benefits Made Easy
Stephen B. Parrish, JD, CLU, ChFC, RHU
March 7, 2011 Current Developments in the Limitations of Limited Liability Entities
Christopher M. Riser
February 7, 2011 Highlights of Heckerling Institute on Estate Planning and Review of Estate Planning Current Developm
Steve Akers
January 10, 2011 IRS Valuation Policies
Robert Cimasi and Michael Gregory
December 13, 2010 Current Estate Planning Developments
Jeffrey N. Pennell
November 15, 2010 Getting Money Out of the Family Business
Farhad Aghdami
October 18, 2010 Funding Estate Tax Liabilities: Exploring Graegin and 6161
Stephanie Loomis-Price
September 20, 2010 Fiduciaries: Are You One and What Does That Mean?
Ron A. Rhoades, JD, CFP and Michael P. Downey
May 10, 2010 The Quiet Revolution in Trust Law: An Empirical Assesment
Robert H. Sitkoff
April 19, 2010 What's Hot & What's Not!
Steve Leimberg
March 29, 2010 Retirement Planning
Virginia Coleman
February 8, 2010 Buy Sell Agreement Model
Nancy Schmidt Roush
January 11, 2010 FIFTEEN YEARS OF SALE TO IDITS -Where are we now?
Michael Mulligan
December 7, 2009 Changes on the Horizon-Planning Update
Blanche Lark Christerson, Managing Director Deutsche Bank Private Wealth Management
November 9, 2009 Current Developments Affecting Charitable Planning and Technology
Roger Schumaker
October 19, 2009 Discretionary Trust from the perspective of the professional Trustee
Susan Porter
September 14, 2009 Update of Life Insurance Developments for Estate Planners in 2009
Lee Slavutin
June 2, 2009 Golf Tournament
April 20, 2009 Legal and Economic Comparisons of GRATS and Installment Sales of Grantor
Diane Zeydel
March 23, 2009 Recent developments affecting estate and financial planning, including the status of federal legisla
Dennis Belcher
February 9, 2009 IRS Audits - The Inside Perspective
Rob Stienjes and Tom Pliske
January 12, 2009 Ethical Consideration
Brad Winters
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