Next Meeting:
Tuesday, May 5, 2026
Purpose Trusts and Steward Ownership for Business Succession Planning
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May 5, 2026
Ellen K. Harrison, Counsel, McDermott Will & Schulte
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July 15, 2026
Member & Prospective Member Networking Event (Date and Time Subject to Change)
September 16, 2026
Best Practices Around GST Allocation, A View from the IRS
Daniel Gespass, Managing Director, U.S. National Tax, Andersen
October 20, 2026
Trust Taxation by State and Trust Jurisdiction
John P. Morgan, Rees Broome, PC
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