Next Meeting:
Wednesday, November 3, 2021
Undue Influence: Considerations For the Estate Planning Team
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November 3, 2021
Christine Socha Czapek, Esq.
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December 8, 2021
Your Own Personal CISO - Cybersecurity Insights For Your Firm, Yourself and Your Clients
Brian Edelman, CEO
January 26, 2022
Heckerling Estate and Gift Tax Update
Richard H. Greenberg, Esq.
March 9, 2022
What Attorneys, Trustees & Financial Advisors Need to Know About "Decision Support Material"
Steven S, Zeiger, CEBS, TEP
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