| September 18, 2024 |
Banking Laws that Impact Fiduciary Activities
Scott S. Small, Esq. |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| October 23, 2024 |
“Updates in the Montgomery County Register of Wills”
Register of Wills Tina Lawson, Esq. and First Deputy Tanisha Cowell |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 20, 2024 |
Medicaid long-term care planning: Protecting assets using estate planning and gifting
Eric Ladley, Esq. |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 15, 2025 |
Economic/Market Update
The Haverford Trust Company |
| March 12, 2025 |
Gifting Strategies for Closely-Held Businesses
Peter Moshang, Brian Balduzzi and Rachel Kieser |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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