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October 23, 2019
STUDY GROUP- Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
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November 12, 2019
STUDY GROUP- Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 21, 2019
Dinner Meeting- Top & Estate Planning Techniques after "Tax Reform"
Paul S. Lee - Global Fiduciary Strategist- Northern Trust
December 12, 2019
STUDY GROUP- Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 19, 2019
Breakfast Meeting- TBA
Michael P. Ryan, Esq.
January 16, 2020
Dinner Meeting- "Charitable Planning"
Sanford J. Schlesinger, Esq.
January 22, 2020
STUDY GROUP- Webinar: Life Settlement Case Studies and How to Protect Client Best Interests
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 20, 2020
February 25, 2020
STUDY GROUP- TBA
March 19, 2020
Dinner Meeting- TBA
March 26, 2020
April 23, 2020
Breakfast Meeting- “Surrogate’s Update”-
April 28, 2020
May 21, 2020
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