Events

While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a fulfilling endeavor. This presentation will discuss the most common mistakes private foundations make. Stepping […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—can […]

We invite you to Save the Date! More information to come. RSVP here.    Presented by: John C. Peiffer II, J.D., A.M. and Casey S. Hale   Event Timeline:  12:00 pm - 1:00 pm Presentation 1:00 pm - 1:30 pm Optional Q&A and Case Studies

We invite you to Save the Date! More information to come. RSVP here.    Presented by: Heather A. Lachenauer, J.D., M.A. Moderated by: John C. Peiffer II, J.D., A.M.   Event Timeline:  12:00 pm - 1:00 pm Presentation 1:00 pm - 1:15 pm Optional Q&A

You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. Overview […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax […]

We invite you to Save the Date! More information to come. RSVP here.    Presented by: Heather A. Lachenauer, J.D., M.A. Moderated by: John C. Peiffer II, J.D., A.M.   Event Timeline:  12:00 pm - 1:00 pm Presentation 1:00 pm - 1:15 pm Optional Q&A