Next Meeting:
Wednesday, April 17, 2024
Reading, Interpreting and Drafting Distributions Provisions That: Say What You Mean and Mean What You Say
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April 17, 2024
Leslie Kiefer Amann, Sentinel Trust
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May 21, 2024
Appreciation Event
June 14, 2024
SAEPC Summer Session I: Ethical Considerations for CPAs
July 12, 2024
SAEPC Summer Session II: The Nuts and Bolts of Formula Clauses in Trusts Primer on Generation Skipping Transfer Tax
Colleen A. Cacy, Gary Fletcher
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