Past Events

April 17, 2019 Elder Law and Special Needs Update
March 20, 2019 Secondary Planning for Charitable Remainder Trusts
February 22, 2019 Estate Planners' Day Reception at North Italia
February 20, 2019 Would you like a beneficiary designation with that?
January 25, 2019 Estate Planners' Day 2019
December 12, 2018 Estate Planning Jeopardy
November 14, 2018 Cost Segregation Authority on Depreciation and Expensing of Property
October 17, 2018 Recent Developments in Estate Planning and Estate and Trust Administration
September 12, 2018 Digital Wills Act
August 23, 2018 SAEPC Member Social
April 18, 2018 Guide to the Markets
March 21, 2018 Trust Protectors and Trust Modification
February 21, 2018 Planning for People with Special Needs
January 10, 2018 Estate Planners' Day 2018
December 13, 2017 WEBINAR - A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities - FULL
December 13, 2017 Top Ten Estate Planning and Estate Tax Developments of 2017
November 8, 2017 Tales From the Crypt: So How Did That Trust Amendment (or Power of Appointment Exercise) Work Out For You?
October 18, 2017 Working with Clients with Diminished Capacity
September 13, 2017 WEBINAR - The Perfect Modern Trust Including Income Tax Sheltering Opportunities -FULL-
September 13, 2017 Technology: Don’t Look Now, But…
August 16, 2017 SAEPC Membership Social
August 9, 2017 Webinar - Alternatives to Self Settled Trusts
July 12, 2017 Webinar - Meet the Rileys: Can this Case be Closed?
June 14, 2017 Webinar - A Potpourri of Planning Ideas with Life Insurance
May 10, 2017 Webinar - Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
April 19, 2017 A Different Way to Invest
April 19, 2017 Webinar - Hot Valuation Issues in Estate Planning
March 22, 2017 Planning for Unmarried Couples
March 8, 2017 Webinar - Negative Basis Partnership Freeze
February 15, 2017 Trust Situs: Studies in Contested Jurisdiction
February 8, 2017 Webinar - Powers of Appointment
January 27, 2017 Estate Planners' Day 2017 - Protection and Valuation of Assets in an Estate
January 24, 2017 Webinar - DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade!
December 14, 2016 Webinar - Top Ten Estate Planning and Estate Tax Developments of 2016
December 14, 2016 Federal Tax Update
November 9, 2016 Fiduciary Income Tax Boot Camp
October 19, 2016 Estate Planning for the Rest of Us (For Estates Under $10 Million with a focus on Navigating the Portability Rules)
October 19, 2016 Webinar - Tricky GST Issues
September 21, 2016 “Understanding a Smidgen of the DOL’s Definition of the Term ‘‘Fiduciary’’; Conflict of Interest Rule - Retirement Investment Advice.”
September 14, 2016 Webinar - Income Tax Deductions for Charitable Bequests of IRD
August 10, 2016 Webinar - Tax and Estate Planning for Divorce
April 20, 2016 Arnold vs Sarn Class Action Law Suit & Mental Health Law
March 16, 2016 Caring for the Elder in the Practice of Law
February 17, 2016 What Are Investors Really Looking For? The Realities of Goals Based Investing
January 22, 2016 EPD 2016: Conquering an Ever-Challenging Environment for the Planning and Adminstration of Trusts and Estates
December 16, 2015 Planning for the 99% (Couples' Estates under $10 Million)
November 11, 2015 Sex, Death and Money! Now That I Have Your Attention, Can We Talk??? How to engage our somewhat reluctant clients to have the most meaningful conversations in their lives.
October 21, 2015 Battling the IRS on Compensation & Fringe Benefits: A Survey of Current Audit Issues, Compliance Complexities, & Potential Refund Claims
September 16, 2015 Powers of Appointment
April 22, 2015 Special Needs Trust: Recent Developments and Case Studies
March 18, 2015 Virtuous Billing
February 18, 2015 Trust Powers and Trustee Selection - Structuring Trustee Powers to Avoid a Tax Catastrophe
January 30, 2015 Estate Planners' Day
December 10, 2014 Who Gets What - How Trust Accounting Income Affects Distribution from Estates and Trusts
November 19, 2014 Where to Invest in Today's Volatile World?
October 28, 2014 The State of Estate Planning
September 17, 2014 "In Pursuit of Treasures" - Valuation of Art and Collectibles
April 23, 2014 Economic Issues Facing Our Clients: Retirement Challenges & Social Security Planning
March 4, 2014 Income Taxation of Trusts and Estates
February 12, 2014 Ethical Issues for CPAs, Financial Planners and Lawyers
January 24, 2014 Estate Planners' Day - Hot Planning Topics for 2014: A Discussion of Three Diverse Areas of Concern to Clients
December 11, 2013 Estate Planning for Nontraditional Families
November 13, 2013 Trust Situs, Governing Law & Jurisdiction, Modifying Irrevocable Trusts
October 16, 2013 Planning Stragegies for the Business Owner
October 16, 2013 2013-2014 Membership Meetings
September 18, 2013 Current Developments in Alternative Dispute Resolution for Probate and Trust Matters
April 24, 2013 Managing Portfolios in a Low-Return Environment
March 20, 2013 Tax Related Topic
February 20, 2013 Foreign Asset Protection Trusts
January 25, 2013 Estate Planners' Day
December 12, 2012 Communicating Planning Techniques in an Understandable Manner, Using Spreadsheets, Comparisons and
November 14, 2012 Organ Donation and Whole Body Donation
October 17, 2012 What You Thought You Knew About Crummy Powers
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