| 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 |
|
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