Past Events

November 15, 2018 DEPC Meeting: South Dakota Trust Law: Pulling Back the Curtain
September 27, 2018 DEPC Meeting: Putting It On & Taking It Off: Managing Tax Basis Today (for Tomorrow)
May 2, 2018 DEPC Annual Meeting: National Security, Civil Liberty and Surveillance
March 22, 2018 DEPC Meeting: Basics of International Estate, Gifts and Trusts
January 25, 2018 DEPC Meeting: Protecting Yourself When Planning in Unsettled Waters: A Case Study on How to Structure Your Client Relationship to Protect Yourself from Malpractice Claims and Ethical Issues
November 16, 2017 DEPC Meeting: Let’s Get “Real”: Planning for and around Real Assets
September 28, 2017 DEPC Meeting: Trends in Qualified Conservation Easements
May 25, 2017 DEPC Annual Meeting
March 16, 2017 Good Intentions Can Lead to Unintended Consequences
February 23, 2017 Premarital and Marital Agreements: Focusing on Trusts and Estate Planning Issues in Divorce or at Death
November 17, 2016 Talking Points of New §2704 Regulations​
September 29, 2016 Common GST Problems: How to Avoid Them and How to Fix Them
May 19, 2016 Impact Investing and Your Estate (Annual Meeting - Members Only)
April 28, 2016 Charity Begins at Home: Donor-Advised Funds and Family Giving
March 24, 2016 CANCELLED DUE TO WEATHER
January 21, 2016 Thriving Legacy Families: Building Resilience and Adaptability Across Generations
November 12, 2015 ESOPs as an Exit Strategy for Business Owners
September 17, 2015 Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier that Reduce Both Income and Estate Taxes
May 14, 2015 Denver - The Next Five Years (Annual Meeting, Members Only)
March 26, 2015 11 Lessons from 35 Years of Charitable Planning
January 22, 2015 The Evolving Role of Advisors in Addressing the Needs of the Affluent Family
November 13, 2014 Rethinking the Role of Life Insurance in Estate Planning
September 25, 2014 Venn Diagrams: The Intersection of Estate & Income Tax - Planning in the ATRA-Math
May 15, 2014 Annual Meeting - Members Only
March 20, 2014 Give Now - 2014 Opportunities in Philanthropy
January 23, 2014 Mastering Portability
November 21, 2013 What's In My Bag of Tricks
October 3, 2013 Estate Planning Issues with Intra-Family Loans and Notes
May 16, 2013 Annual Meeting
March 21, 2013 "The 2012 Tax Act, Including Creative Forms and Uses of GRATs"
January 24, 2013 When is a Gift a Gift and when is it a Transfer - and the Consequences to the Recipient of Each
November 15, 2012 "Beneficiary Defective Inheritor's Trust Rules and Nuisances"
September 20, 2012 "Yours, Mine and Ours: Estate Planning for Blended Families"
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