Next Meeting:
Thursday, September 3, 2026
Reverse Mortgage Risk, Liability, & Legal Exposure: A Practical Framework for Attorneys & Fiduciaries
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September 3, 2026
Peter Tentler
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October 1, 2026
Unlocking Hidden Opportunities: A Team Approach to Charitable Planning
Panel
November 5, 2026
History of Trusts in England and tie to current statute and fiduciary duties
Hon. David Belz, (Ret.)
December 3, 2026
Real world tax tips and strategies for trusts and estates
Evan Sandler
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