Topics include:

Marketing an Estate Planning Practice

Corporate Fiduciaries: Staying Out of Hot Water, or Tepid About Serving?

Estate Planning Current Developments and Hot Topics

Mental Wellness in the Time of the Pandemic

The Tax Impact of Decanting

Give More, Get More: Injecting Some Serious Strategy into your Philanthropic Giving

What's New in International Tax?

Continuing Education Information

TBA (CLE/CFP/CTFA/CPE for CPA's/CLU, ChFC/CIMA,CPWA)