Past Events

September 25, 2018 NVEPC Membership Meeting: A Conversation about Premarital Agreements
May 22, 2018 NVEPC Membership Meeting: Important Issues in Modern Trust Design
April 25, 2018 Joint Councils Meeting: "Houston We Have a Problem - How to Work with Clients with Diminished Capacity"
March 6, 2018 Highlights from the 2018 Heckerling Institute on Estate Planning
February 13, 2018 NVEPC Membership Meeting: Estate Planning Under the Tax Cuts and Jobs Act of 2017
December 5, 2017 NVEPC Holiday Luncheon
October 24, 2017 NVEPC Membership Meeting: Estate Planning Issues in Divorce
September 26, 2017 NVEPC Membership Meeting: How to Work with the IRS
May 23, 2017 NVEPC Membership Meeting: Planning for Privacy in a Public World: The Ethics & Mechanics of Protecting Your Client's Privacy & Personal Security | Maggiano's in Tyson's Corner | 11:30 am - 1:30 pm
May 16, 2017 Our Clients with Assets Overseas: Are they reporting correctly to the IRS? | Tysons Corner | 8:00 - 9:30 am
April 25, 2017 Tales from the Dark Side: Drafting Issues from a Fiduciary's Perspective | Joint Council Meeting | The City Club | 5:00 - 7:30 p.m.
March 9, 2017 Highlights from the 2017 Heckerling Institute on Estate Planning
January 24, 2017 NVEPC Membership Meeting: 2017 Global Outlook and Themes
December 6, 2016 NVEPC Holiday Luncheon
October 25, 2016 NVEPC Membership Meeting: Special Needs Trusts & Adult Guardianships
September 27, 2016 NVEPC Membership Meeting: Economic Update
May 24, 2016 Completing the Picture of Wealth: Managing Tangible Assets
April 19, 2016 Coping With Dysfunction: How We Are Trying to Navigate Through a Political Process Gone Wild
February 4, 2016 NEW DATE: Behavioral Finance: Decision Making and Money
January 26, 2016 POSTPONED: SEE DETAILS Behavioral Finance: Decision Making and Money
December 8, 2015 NVEPC Holiday Luncheon
October 27, 2015 Charitable Giving Through Community Foundations
September 22, 2015 NVEPC Meeting: Market & Economic Update
June 5, 2015 payment opportunity for past events
May 19, 2015 CHOICE OF TRUST SITUS
April 23, 2015 "Changes in the Tax Law to Expect - And Not Expect" That to Expect from Congress, Treasury, and the IRS in the short term. What likely themes can be identified for the long term
March 31, 2015 Innovations and Insights in Behavioral Finance
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