| May 27, 2025 |
Afternoon Meeting: Mediation Panel followed by Happy Hour
The Honorable Robert Blaeser | Denise Rahne | Alan Silver – Moderator: Casey Marshall |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| July 22, 2025 |
Happy Hour & Saint Paul Saints Baseball Summer Social
Saint Paul Saints vs. Worcester Red Sox |
| September 23, 2025 |
Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients
Aram Desteian – Moderator: Casey Marshall |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 28, 2025 |
Fall Private Luncheon
sponsored by Revere Auctions |
| November 25, 2025 |
Breakfast meeting
|
| January 27, 2026 |
Virtual Morning Meeting
|
| February 24, 2026 |
Virtual Morning Meeting
|
| March 24, 2026 |
Breakfast Meeting
|
| April 28, 2026 |
Breakfast Meeting
|
| May 26, 2026 |
Afternoon Meeting followed by Happy Hour
|
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