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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