| December 4, 2024 |
The Post-Election Landscape: Inflection, Disruption and Confusion
Leon LaBrecque, JD, CPA, CFP®, CFA® |
| October 2, 2024 |
Corporate Transparency Act: What your clients need to know
Asel M Lindsey |
| May 2, 2024 |
Distribution of Estate Assets: Where Does All the Stuff Go?
Sharon McRill |
| February 1, 2024 |
Estate Settlement Challenges and How to Avoid Them
Julie Cotant & Jessica Wiltjer |
| December 6, 2023 |
United Way of Southeastern Michigan
Dr. Darienne Hudson, President & CEO |
| October 4, 2023 |
Social Security and some Estate Planning Nuggets
Ruthann Driscoll |
| May 4, 2023 |
Community Impact - Ann Arbor Area Community Foundation
Jamie Hunter, CFO |
| February 2, 2023 |
Secure Act 2.0
Steven M. Gibson, CFA - Rehmann.com |
| December 7, 2022 |
2022/2023…What’s Next? Recessions, Elections, Inflation and the Economy
Leon LeBrecque, JD, CPA, CFP®, CFA® |
| October 6, 2022 |
Insurance Estate Planning Techniques
David R. Foster, J.D., AEP, CLU, ChFC & CAP - Senior Director, Advanced Markets & Solutions - Allianz |
| May 12, 2022 |
Cryptocurrency - Estate Planning Considerations
Professor Bob Dittmar (UofM) & Christie Baer, esq (UofM) |
| February 3, 2022 |
Boilerplate Estate Planning Document Traps: Helpful Hints for Both Drafting and Administration
Wendy Z. Cox, J.D., CTFA |
| December 8, 2021 |
Strategic Philanthropy for Individuals and Families
Sara Montgomery, Plante Moran Wealth Management |
| October 7, 2021 |
BIDEN’S TAX PLAN... WHAT IF?
Leon C. LaBrecque, JD, CPA, CFP®, CFA |
| May 6, 2021 |
Elder Abuse During COVID - FBI Presenting
Patrick Geahan, DE - FBI |
| February 4, 2021 |
Racial Inequities in Washtenaw County and Mitigation Opportunities
Pam Smith - President and CEO of United Way |
| December 3, 2020 |
Now What? Post SECURE & CARES Act & Election Estate & Financial Planning Concepts
Leon C. LaBrecque, JD, CPA, CFP, CFA |
| October 29, 2020 |
Technology During COVID Times - How to Protect Our Clients and Our Firms Safe
|
| May 7, 2020 |
Trusts and Taxes - Postponed
Carrie Hindmon, CSA, CSEP Partner at AHP, PLC - Lansing, MI |
| February 6, 2020 |
Current Healthcare Climate in Washtenaw County
Bill Manns - President St. Joseph Hospital |
| December 4, 2019 |
Medicaid Planning
Doug Chalgian, esq |
| October 10, 2019 |
Navigating Medicare Planning
Joanne Giardini-Russell - Boomer Health Group |
| May 2, 2019 |
Property Tax Uncapping in Michigan
Timothy Schnelle - Certified Master Level Assessor (retired from MI Department of Treasury) |
| February 7, 2019 |
Direction and Dissection of Trust Protection under New Section 7703
Jim Spica, esq Dickinson Wright |
| December 13, 2018 |
Client Support for the "Hometown Team:" University & Community-Based Philanthropy
Neel Hajra, JD Shelley Strickland, PhD, Katie Fraumann |
| October 4, 2018 |
Planning for Estate and Income Tax Deductions with Charitable Bequests
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| May 3, 2018 |
WEPC Member Meeting - Life Insurance in Estate Planning, Buy/Sell Planning, and Charitable Giving
Mark G. Landau, esq & Gary Schwarcz, esq |
| February 1, 2018 |
WEPC Member Meeting - Tax Planning Update
Stephen Eckert & Emily Murphy |
| January 16, 2018 |
WEPC Member Meeting - Asset Protection & the New Michigan Qualified Dispositions in Trust Act
Michael A. Weil, esq |
| October 5, 2017 |
WEPC Member Meeting - Legacy Land Conservation Easements
Doug Koop - Executive Director Legacy Land Conservancy |
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