Thursday, June 21, 2018
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February 22, 2018
STUDY GROUP- Webinar- "Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There"
S. Stacy Eastland, JD, AEP® (Distinguished)
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March 15, 2018
Dinner Meeting- “Phishing Scams and Identity Theft”
Justin H. Campbell- Internal Revenue Service CID
March 22, 2018
STUDY GROUP- Webinar-"A Year in Review: An Estate Planners Perspective"
Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
April 19, 2018
April 26, 2018
STUDY GROUP- "Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals"
Jeffrey N. Pennell, JD
May 7, 2018
STUDY GROUP- Webinar- "Sophisticated Transfer Planning Strategies for Business Owners"
Diana S.C. Zeydel, JD, LL.M.
May 22, 2018
Annual Officer's Conferment Dinner
June 21, 2018
July 19, 2018
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