Are you interested in having us speak at your next public or private event? Please contact us for additional information and availability.
Please contact us for additional event information – more details to be posted soon.
4/19/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
5/9/18 – Estate Planning Under the New Tax Law (private client event)
5/16/18 and 5/19/18 – Moving On: Marriage, Separation & Divorce for Women
TBD – Tax and Estate Planning for Residential Real Estate
10/20/18 – Estate Planning for Your Pet
3/15/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
3/6/18 – Top Five Planning Ideas Under the New Tax Law (Lunch and Learn for Advisors)
11/4/17 – Hidden Risks and Mistakes in Estate and Long-Term Care Planning (info)
10/19/17 – Joint Revocable Trusts in Common Law Property States (info)
6/6/17 – Elder Care Planning and Protection Against Financial Abuse (info)
5/18/17 – Succession Planning (private event)
3/23/17 – What Pet Parents Should Know About Pet Trusts (info)
4/26/16 – Basics of Estate Planning (private event)
11/14/15 – Senior Scams: The $3 Billion Industry – and Growing!