Event Calendar

August 26, 2025 August Social + 2025 Trusts and Estates Legislative Update
Julia Jonas, Karisch Jonas Law
September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
September 23, 2025 September Cocktail Hour + Dinner
Adam Ludman, J.P. Morgan Private Bank
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
October 28, 2025 October Luncheon: DAFs, CRTs, and Private Foundations
Christian Kelso, Farrow-Gillespie Heath Wilmoth LLP
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
November 18, 2025 November Luncheon: Big Beautiful Breakup
Greg Kimmel, Allen Lottmann Kimmel PC
January 27, 2026 January Luncheon
Christine Wakeman, Winstead PC
February 4, 2026 February Pop-Up Social
Sponsored by: Brown Advisory
February 24, 2026 February Luncheon: "I Prepared the Decedent’s Will"
Dr. Gerry Beyer, Texas Tech University
March 24, 2026 March Luncheon: Federal Tax Update
Sam Donaldson, Georgia State University
May 26, 2026 May Luncheon: "I (Don't) Guarantee It"
Eric Reis, UNT Dallas
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