January (2026!) Meeting
Membership Drive meeting!
Bring a guest who is a potential member.
Guests who qualify* are free! (Normal guest fee is $65).
Please spread the word! Let's grow our membership - it's up to us.
5:30pm Roundtable Nancy Reinhardt, Mark A. Lester, Sarah Broomer, “Nothing can be litigation-proofed from stupidity or greed, but what are the 10 best things an estate planner can do to validate your client’s desire to benefit a potential care custodian?”
6:00pm Dinner
7:00pm Speakers: Steve Braccini, Patrick Kohlmann, and John Prokey, "2025 Update and View of 2026: Among the Backdrop of a Big, Beautiful Bill and a Government Shutdown"
*A membership applicant must have a professional interest in estate and or tax planning and be a member in good standing of one of the following groups: · Attorney · Certified Public Accountant and or Enrolled Agent · Certificated Financial Planner · Trust Officer · Chartered Life Underwriter · Chartered Financial Consultant · Special Interest Member [a director, officer, manager or its equivalent of a business or organization that performs estate related services such as (a) trust and estate administration. (b) wealth management, or (c) planned giving]
