Event Calendar
| February 5, 2025 |
Behind the Curtain: How Corporate Trustees Make Decisions
Jaclyn G. Feffer, J.D., LL.M., Senior Fiduciary Counsel, and Peter J. Slater, J.D., LL.M., Senior Fiduciary Counsel, Bessemer Trust |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 5, 2025 |
Estate Planning for Pets
Melissa Gillespie, Esq., CPA, MST |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 7, 2025 |
Annual Meeting & Dinner Program
The Honorable Lisa K. Wexler, Westport/Weston Probate Court |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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 AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
