Next Meeting:
Tuesday, November 10, 2026
Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All
Site Links:
October 13, 2026
Income Tax Planning Eclipses Transfer Tax Planning: The New Order of Operations
Alex Jones, CPA, MST of Brinker Simpson & Co., LLC
See Event Details
November 10, 2026
Jeffrey Wolken, Esq. & Marguerite Weese, Esq. of Wilmington Trust
December 8, 2026
HOLIDAY PARTY
January 12, 2027
Trust Decanting, Modification, and Reformation: When the Trust You Drafted Twenty Years Ago Doesn't Fit Anymore
Brad Terabelo, Esq. of Heckscher, Teillon, Terrill & Sager, PC
February 9, 2027
Retirement Account Planning Post SECURE 2.0: The Final Regulations and 10 year Rule in Practice
Martyn S. Babitz, Esq. of Archer & Greiner Law PC
See Full Calendar
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