SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

October 16, 2024

Not Your Ordinary Trusts

Karin Prangley, Brown, Brothers & Harriman, Chicago

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November 13, 2024

Optimizing Tax Savings & Avoiding Fiduciary Pitfalls: Navigating Inherited IRA Special Needs Trusts.

Darryl J. Lynch, The Lynch Group of Oppenheimer & Co. Inc

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December 11, 2024

Planned Giving for Planners: Culture, Legacy, and Planning

Dien Yuen, Daylight Advisers

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January 24, 2025

Estate Planners Day

Gerry W Beyer, TX Tech; T James Lee, Kathleen E Callaway and Brandon L Blakely, Fennemore Law

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