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UPCOMING EVENTS

September 16, 2025

Philanthropic Solutions with Real Property and the Impact of Washington State Estate Taxes and Federal Tax Reform

Theresa Boyer, CSPG, MBA and Terry Kelly, JD, LLM

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November 18, 2025

Business Succession Planning for Closely-Held and Family-Owned Businesses

TBD

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January 20, 2026

AI & Technology in Estate Planning: Ethics, Tools, and Transformation

TBD

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March 19, 2026

Cross-State Border Estate Planning: Trends and Traps

TBD

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