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UPCOMING EVENTS

October 17, 2024

Networking Happy Hour

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November 7, 2024

Membership Lunch Meeting with In-Person and Virtual Options | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust

Natalie Choate

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January 22, 2025

Joint Council Breakfast | Updates on the Corporate Transparency Act

Melissa Wiley, Caplin & Drysdale

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March 18, 2025

Membership Meeting | Unlocking Key Tax Elections in Estate Planning

David De Jong, Stein Sperling

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See Full Calendar

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National Association of Estate Planners & Councils

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