Next Meeting:
Tuesday, September 16, 2025
Giving Charitable Gifts of Real Property
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September 16, 2025
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
January 20, 2026
AI & Technology in Estate Planning: Ethics, Tools, and Transformation
March 17, 2026
Cross-State Border Estate Planning: Trends and Traps
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