OBBBA Tax Legislation
September 29, 2025
Speaker: Dan Griffith
Special Needs Trusts with Trey Bennett
May 22, 2025
Speaker: Lewis ‘Trey’ E. Bennett III
How's the Market? What has changed in our real estate market since COVID and the NAR settlement.
March 27, 2025
Speaker: Bill Lowery
Family Trust Companies: Brining Generations Together - Case Studies
January 23, 2025
Speaker: Cindy Steeb
Washington Legislative Update: 2024 Election Year: Hopes, Fears, and Existential Dread
November 13, 2024
Speaker: Matthew Kadish
Reviewing Business Valuation Reports Prepared for Gift and Estate Tax Purposes
September 24, 2024
Speakers: Matthew Hricko and Patrick Polomsky
Advising a Business Owner Contemplating a Sale
March 21, 2024
Speaker: John Herubin, EdgePoint
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Property and Casualty Insurance
An Insider Scoop to Personal Insurance (Home, Auto, Umbrella)
January 18, 2024
Speaker: Michelle Hirsch, Brunswick Companies
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Utilizing Spousal Lifetime Access Trusts (SLATs) Considering the Estate Tax Exemption Limits Expiring in 2025
September 21, 2023
Speaker: Trey Bennett, Stark and Knoll
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Making a Charity a Beneficiary of Your Estate
May 18, 2023
Speaker: Greg Bean, Esq., Stark & Knoll Co. L.P.A.
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Estate Planning for Blended Families
March 15, 2021
Speaker: Katherine E. Wensink
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Spendthrift Trusts and Creditor Protection
January 19, 2021
Speakers: Jackie Vary & Amy Friedman, Calfee, Halter & Griswold LLP
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Trust Drafting in 2020
November 16, 2020
Speaker: Roy Krall
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Federal Tax and Estate Planning Legislative Update
September 21, 2020
Speaker: Matthews F. Kadish, Partner, Frantz Ward LLP
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