Past Events

May 14, 2019 Recognizing Undue Influence and Lack of Capacity in Clients
W. Kirk Sanders
January 15, 2019 2019 Market Update
Jim Reichard, Managing Director, Market Investment Director, U.S. Trust
November 13, 2018 Planned Giving: Considerations in Advising Philanthropic Clients
Edward Griggs and Chris Hewitt
September 25, 2018 Winston-Salem Estate Planning Council Networking Social
June 5, 2018 2018 Tax Law Update
Keith Hiatt, CPA
January 16, 2018 Annual Economic Update 2018
Will Merchad, Dimensional Fund Advisors
November 14, 2017 Understanding the new IRS Partnership Audit Regime
Katherine A. Waibler
September 19, 2017 Protecting Clients from Evolving Cyber and Identity-Theft Threats
Hugh H. Harris
May 18, 2017 39th Estate Planners Day
May 16, 2017 “Where There’s A Will There’s A Way” The Value of Choices
Melissa Phipps, JD
March 14, 2017 Board of Directors meeting
January 24, 2017 Economic Update for 2017
Gerald Laurain, CFA®, Chief Investment Officer, FTB Advisors
December 13, 2016 Board of Directors meeting
November 15, 2016 “Defending Family Partnerships and LLC’s From IRS Attack”
Curtis Elliott
October 25, 2016 Board of Directors meeting
September 20, 2016 Power of Appointment Support Trust (POAST)
Patrick Beaudry
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