Next Meeting:
Wednesday, December 4, 2024
Membership Meeting | Beneficiary Deemed Owner Trusts (BDOTs)
Site Links:
More information coming soon.
December 4, 2024
Edwin P. Morrow III, Kelleher + Holland
See Event Details
January 22, 2025
Joint Council Breakfast | The Corporate Transparency Act Update
Melissa Wiley, Lowenstein Sandler
May 20, 2025
Family Office Symposium and Annual Membership Meeting
June 30, 2025
Student and Associate Membership Dues (2024-2025)
See Full Calendar
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