Event Calendar
February 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
Caroline D. Ciraolo and John D. (Don) Fort
February 16, 2023 Breakfast Meeting- “U.S. 2023 Outlook and Economic Overview”
Charles Luke, Managing Director City National Rochdale
February 21, 2023 STUDY GROUP- Webinar-“The IRS Dirty Dozen”
: Caroline D. Ciraolo and John D. (Don) Fort
March 7, 2023 Dinner Meeting- “What the Cool Kids are Doing in Estate Planning”
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
March 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Powerful Trust Laws to Combat Future Uncertainties
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
March 21, 2023 STUDY GROUP- TBA
TBA
April 19, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 20, 2023 Breakfast Meeting- “Nassau County Surrogates Court, Spring 2023 Updates”
Hon. Margaret C. Reilly- Nassau County Surrogate.
April 25, 2023 STUDY GROUP-TBA
TBA
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation)
May 23, 2023 Annual Officers’ Conferment Dinner
May 30, 2023 STUDY GROUP-Webinar- “: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples”
Terry L. Turnipseed, JD, LL.M. (taxation)
June 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Business Succession Planning
James S. Aussem, JD, AEP® (Distinguished)
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)
Prof. Peter J. Strauss
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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)
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 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events