Next Meeting:
Wednesday, September 18, 2024
Banking Laws that Impact Fiduciary Activities
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September 18, 2024
Scott S. Small, Esq.
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October 23, 2024
“Updates in the Montgomery County Register of Wills”
Register of Wills Tina Lawson, Esq. and First Deputy Tanisha Cowell
November 20, 2024
Medicaid long-term care planning: Protecting assets using estate planning and gifting
Eric Ladley, Esq.
January 15, 2025
Economic/Market Update
The Haverford Trust Company
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