Next Meeting:
Tuesday, November 10, 2026
Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All
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January 12, 2027
Trust Decanting, Modification, and Reformation: When the Trust You Drafted Twenty Years Ago Doesn't Fit Anymore
Brad Terebelo, Esq. of Heckscher, Teillon, Terrill & Sager, PC
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November 10, 2026
Jeffrey Wolken, Esq. & Marguerite Weese, Esq. of Wilmington Trust
December 8, 2026
HOLIDAY PARTY
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
March 9, 2027
Business Succession Planning
Kristin Schmid, Esquire of Kulzer & DiPadova, PA
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