November 14, 2023 |
Check Your Tax Blind Spots: What Trusts & Estates Professionals Should Know About Income Tax
Elizabeth T. Powdrill |
November 14, 2023 |
November 14, 2023 Speed Netorking Mixer
Speed Networking Mixer |
October 17, 2023 |
Balancing Control to Avoid Out of Control Litigation: A Cautionary Tale from a Litigator's Perspective
Sarah Pacheco |
September 20, 2023 |
2023-2024 Member Kick-Off Mixer
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August 9, 2023 |
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. |
May 16, 2023 |
Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie Mendelsohn of the Ashar Group |
April 18, 2023 |
SNTs, Pooled Trusts and ABLE. How they all work together.
Haley D. Greer, J.D. of The Arc of Texas |
March 21, 2023 |
Special Charitable Financial Planning Opportunities for March/April 2023
Russell James III, Ph.D, J.D., CFP - Texas Tech School of Financial Planning |
March 8, 2023 |
Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
February 21, 2023 |
Planning For and Administering Digital Assets
Abigail Earthman of Perkins Coie, LLP |
January 17, 2023 |
Trust Issues in Divorce Proceedings
David Fowler Johnson |
December 20, 2022 |
What Is Going On There? A Residential and Commercial Update
Raul Jimenez of The Schrader Group |
November 15, 2022 |
Estate Planning Tax Update - Highlights of Current Developments
Steve R. Akers, JD of Bessemer Trust |
October 20, 2022 |
Estate Planners' Council of San Antonio - 2022-2023 Kick-Off Mixer at Paesano's Lincoln Heights
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October 18, 2022 |
"When Estate Planning, Marital Agreements and Divorce Collide: How to Avoid Unintended Consequences"
Wendy S. Goeffe |
May 17, 2022 |
Planning for Individuals with Diminished Life Expectancy
Eric Reis, Assistant Professor of Law UNT Dallas College of Law |
April 19, 2022 |
Temporary Guardianships and Other Emergency Relief
Kathleen Tanner Beduze |
March 15, 2022 |
How To Pay When the Bill Comes Due--Estate Liquidity in 2022
Keri D. Brown and Richard Ramirez, Baker Botts |
February 15, 2022 |
Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say
Leslie Kiefer Amann |
February 3, 2022 |
Docket Call - February 3-4, 2022
TBA |
January 18, 2022 |
Just a Will Won't Cut it: Planning for the Transfer of Non-Probate Assets at Death
Arielle Pranger |
December 21, 2021 |
Avoiding the Estate Planning "Blue Screen of Death" with Competent and Ethical Practice
Prof. Gerry Beyer |
November 16, 2021 |
Estate and Gift Alert: Planning in the 4th Quarter of 2021
Joel Crouch |
October 19, 2021 |
Face Masks, ZOOM, and Quarantines: the 2021 Texas Estate and Trust Legislative Update
Craig Hopper, Hopper Mikeska, PLLC |
May 18, 2021 |
Marital Property Character of Property After a Change of Domicile or Shift in Situs
Dr. Tom Featherson |
April 20, 2021 |
Top Tips for Successful Zoomediations of Probate, Trust and Estate Disputes
Ross Stoddard and John Shipp |
March 16, 2021 |
How to Avoid and What to do if Audited by the IRS
Michael Gregory |
February 16, 2021 |
Special Charitable Financial Planning Opportunities in 2021
Dr. Russell James, III |
January 19, 2021 |
Top Ten Estate Planning Lessons from Celebrities
Eido M. Walny |
December 15, 2020 |
Effects of COVID on Underwriting & Premium Financing of Life Insurance
Mike Olsen |
November 17, 2020 |
Cyber Estate Planning and Administration
Professor Gerry Beyer |
October 20, 2020 |
2020 Midyear Outlook
Kurt Reiman, BlackRock Investment Institute |
May 16, 2017 |
Windmill Leases
Raul Leal, JD |
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