DEPC Meeting: Understanding Trustee Liability with the PTC Framework

September 10, 2026

Judith Pearson, Precision Brokers, LLC

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November 12, 2026

DEPC Meeting: The Trustee’s Guide to QSBS under OBBBA

Griffin H. Bridgers, Illumine Legal LLC

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January 14, 2027

DEPC Meeting: Tax Update

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March 11, 2027

DEPC Meeting: Different Uses of Life Insurance

Sean Carter, Kingstone Financial

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UPCOMING EVENTS