Next Meeting:
Wednesday, September 18, 2024
The What, When and How of Noncharitable Purpose Trusts
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September 18, 2024
David A. Herpe, McDermott Will & Emery LLP
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October 16, 2024
Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases
Paul Caspersen, Charitable Solutions, LLC
November 13, 2024
Do the Math: The Mathematics of Estate Planning for IRAs After the SECURE Act
Bob Keebler, Keebler & Associates
December 5, 2024
Virtual Program: An Analysis of How to Evaluate Life Insurance Proposals
Todd Steinberg, Loeb & Loeb LLP
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