| February 26, 2025 |
February Luncheon: Artificial Intelligence and the Estate Planner: “Resistance is Futile.”
Dr. Gerry Beyer - Texas Tech University School of Law |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 25, 2025 |
March Luncheon: Pesky Probate Problems
Gus G. Tamborello |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 20, 2025 |
May Luncheon: Partnership Tax “Hacks” (Simple Solutions to Client Conundrums)
Paul S. Lee, Chief Tax Strategist, Northern Trust |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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