Next Meeting:
Thursday, October 1, 2026
Unlocking Hidden Opportunities: A Team Approach to Charitable Planning
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October 1, 2026
Panel
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October 22, 2026
EPTCLB Social
November 5, 2026
Managing the Difficult Beneficiary: De-Escalation Skills for Fiduciaries & Lawyers
Hon. David Belz, (Ret.)
December 3, 2026
Real world tax tips and strategies for trusts and estates
Evan Sandler
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