Next Meeting:
Thursday, September 17, 2026
Blended Families and the Surviving Spouse who Tries to Circumvent the Estate Plan
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September 17, 2026
Katie Yoder and Laurie Klinkhammer (BMO Wealth Management)
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November 19, 2026
Charitable Contributions – Maximizing Deductions in 2026 and Beyond
Randy Nelson (Von Briessen & Roper)
February 18, 2027
Drafting to Avoid Fiduciary Litigation
Aaron Hall and Jessica Taylor (Amundsen Davis)
March 18, 2027
Heckerling Institute on Estate Planning - 2027 Update
Mark Shiller (Certus Legal Group)
See Full Calendar
