Past Events

May 9, 2024 The Top 20 (or so) Insurance Planning Mistakes And How to Avoid or Fix Them
Lawrence Brody
March 7, 2024 Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie Mendelsohn
February 1, 2024 What Attorneys Need to Know About Including Animals/Pets in an Estate Plan
Kelli Brown
January 4, 2024 "Probably" - Serious Planning for The Middle Class
Tim Sechler
December 7, 2023 Birmingham - Estate Planning Update
Jonathan Blattmachr, Pioneer Wealth Partners, LLC
November 2, 2023 Birmingham - Hot Estate Tax Strategies
Alan Gassman & Brandon Ketron, Gassman, Crotty & Denicolo, PA
October 5, 2023 Birmingham - Defensive Estate Planning Practices
Martin Shenkman, Shenkman Law
September 7, 2023 Birmingham - Federal Tax Update
Samuel A. Donaldson, Georgia State University College of Law
August 3, 2023 Birmingham - Advising Through Volatile Markets
Rick Wedell, RFG Advisory
May 4, 2023 TOPIC: Beyond Charity - New Opportunities for Impact (Member Social following meeting)
Keatley Scroggins of PNC Private Bank Hawthorn
April 30, 2023 2023 Membership Renewal Deadline (special)
Membership Renewal Instructions below
March 16, 2023 March Member Social
March 2, 2023 TOPIC: Tax Planning for the Sale of a Business
Robert S. Keebler of Keebler & Associates, LLP
February 2, 2023 TOPIC: Split Dollar Insurance
Mary Ann Mancini of Loeb & Loeb LLP
January 5, 2023 TOPIC: Avoiding Malpractice and Ethical Violations (Avoiding the Estate Planning Blue Screen of Death)
Dr. Gerry W. Beyer of Texas Tech University School of Law
December 31, 2022 2023 Membership Renewal Deadline
Membership Renewal Instructions below
December 6, 2022 2022 Winter Social
Happy Holidays!
December 1, 2022 TOPIC: Cryptocurrencies, NFTs and Blockchain: What Estate Planners Need to Know
Jonathan Blattmachr of Pioneer Wealth Partners
November 3, 2022 TOPIC: Intellectual Property Considerations
Elizabeth T. Russell of Law Office of Elizabeth T. Russell
October 6, 2022 TOPIC: Estate Planning with Mineral Assets
David Smith and Jim Ferraro of Argent Trust
September 1, 2022 TOPIC: Special Needs Trust Administration
Joshua L. Brothers of Brothers and Henderson, P.S.
May 12, 2022 (COMBINED Member Social and Technical Meeting!) TOPIC: Complex Life Insurance
Lawrence Brody of Harrison & Held LLP
March 3, 2022 TOPIC: How to avoid IRS audit OR How to make uncomfortable / comfortable
Mike Gregory of Michael Gregory Consulting, LLC
February 28, 2022 2022 Membership Renewal Deadline
February 3, 2022 TOPIC: Estate Planning / Business Succession
Howard Neiswender of Dentons Sirote
January 6, 2022 TOPIC: Economic Update
Guillermo Araoz, Senior Investment Advisor, PNC Asset Management
December 2, 2021 TOPIC: Estate Planning Update
Jonathan Blattmachr of Pioneer Wealth Partners
November 4, 2021 TOPIC: Innovative Charitable Planning Techniques
Alan Gassman of Gassman, Crotty & Denicolo, P.A.
October 7, 2021 TOPIC: Legacy Planning
Tom Rogerson of GenLegCo., Inc.
September 2, 2021 TOPIC: Estate Planning in the Current Environment
Martin Shenkman, CPA, MBA, PFS, AEP, JD of Shenkman Law
May 18, 2021 Members Only Social
Looking forward to Getting Social safely!
March 4, 2021 LIVE Webinar: Special Needs Planning
Katherine Barr of Sirote & Permutt, PC
February 4, 2021 LIVE Webinar: How the SECURE Act Changes Retirement (and other) Planning
Jeff Levine of and Buckingham Wealth Parners
January 29, 2021 2021 Membership Renewal "Early Bird" Deadline
December 3, 2020 LIVE Webinar: Estate Tax Update
Sam Donaldson of Georgia State University
November 5, 2020 LIVE Webinar: Family Philanthropy: Navigating Charitable Giving through Estate Planning
George Gaskin of The Community Foundation of Greater Birmingham
October 1, 2020 LIVE Webinar: Year-End Planning in 2020: Including Planning for a Potential Biden Administration
Bob Keebler of Keebler & Associates, LLP
September 3, 2020 LIVE Webinar: Effectively Using Beneficiary Designations on Retirement Accounts
Paul Fidler of Schneider, Smeltz, Spieth, Bell, LLP
August 6, 2020 LIVE Webinar: Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)
Paul Lee of Northern Trust
March 5, 2020 TOPIC: Insurance Planning After Tax Reform
Lawrence Brody, Bryan Cave Leighton Paisner
February 6, 2020 TOPIC: Transition by Design: Successful Succession of the Privately Held Business
Susan Rounds, Deutsche Bank
January 17, 2020 Winter Social
Looking forward to seeing you TONIGHT (January 16th)!!!!
January 9, 2020 TOPIC: Economic Update
John Norris, Oakworth Capital Bank
January 1, 2020 2020 Membership Renewal RSVP
December 30, 2019 Winter Social Deadline TODAY!
December 30, 2019 Winter Social RSVP Today!
December 11, 2019 WEBINAR: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 5, 2019 TOPIC: Estate Planning Hot Topics
Scott Adams, Bradley Arant Boult Cummings, LLP
November 25, 2019 Time to UPDATE Member Contact Information for New Directory!
November 25, 2019 UPDATES RECEIVED for New Directory
November 7, 2019 TOPIC: Alabama Trust Decanting Act
Cynthia Lamar-Hart, Maynard Cooper
October 16, 2019 WEBINAR: Topic: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, L.L.M (taxation), CELA, AEP® (Distinguished)
October 3, 2019 TOPIC: Asset Protection and Estate Planning, Including a New Form of Domestic Asset Protection Trust
Jonathan Blattmachr, Pioneer Wealth Partners
September 11, 2019 WEBINAR: Topic: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steve J. Oshins, JD, AEP (Distinguished)
September 5, 2019 TOPIC: Post Mortem Tax Elections Available to the Executor
Jeremiah W. Doyle, BNY Mellon
August 14, 2019 WEBINAR: Technology in Your Practice
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP (Distinguished)
July 10, 2019 WEBINAR: Threats to Attorney - Client Privilege in a Team Environment (Panel Discussion)
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 12, 2019 WEBINAR: Ethical Wills
Eric Weiner, PhD
May 8, 2019 WEBINAR: The Generational Solution
Leonard Renier
May 2, 2019 TOPIC: Charitable Gifting Strategies / Creating a Legacy of Eternal Significance
Bill High - The Signatry and Peter Dobelbower - Hobby Lobby
April 10, 2019 WEBINAR: Qualified Opportunity Zones
2019 Robert G. Alexander Webinar Series
April 4, 2019 TOPIC: After Retirement: Helping our clients with decisions/costs of growing old
Judy Shepura, Dominick, Feld, Hyde P.C. / Jeffrey English, Morgan Stanley / Tim Trockenbrot, TIME Financial / Gerard Kassouf, Kassouf and Co
March 7, 2019 TOPIC: Longevity Risk Assessment and Tolerance in Planning
Steve Briggs and Larry Adams, Longevity Quest
February 7, 2019 TOPIC: Income Tax Reform Act
Suzanne Shier - Northern Trust Wealth Management
January 3, 2019 TOPIC: Investment / Economic Overview
Erik Davidson - Wells Fargo Private Bank
December 6, 2018 TOPIC: Recent Estate Updates
Professor Samuel Donaldson - Georgia State University College of Law
November 1, 2018 TOPIC: Dealing with Forgotten Assets in Estate Planning
Jeff Scroggin - Scroggin & Company, PC
October 18, 2018 2018 Annual Social
October 4, 2018 TOPIC: The Planning Equilibrium: Motivating Your Clients to Action
John Schwan - Schwan Financial Group
September 6, 2018 TOPIC: The Changing World of Estate Planning: Where are we? Where are we going?
Stephen McDaniel - Williams McDaniel, PLLC
July 17, 2018 Birmingham Financial Alliance Summer Social
May 10, 2018 TOPIC: Trusts as Beneficiaries of IRAs / Tax Planning Development Opportunities under TCJA
Michael Kitces - Pinnacle Advisory Group
April 5, 2018 TOPIC: Alabama Accountability Act
Drayton Nabers - Maynard, Cooper & Gale, PC
March 1, 2018 TOPIC: Elder Capacity Issues
Dr. Daniel Marson, J.D., Ph.D - The University of Alabama at Birmingham
February 1, 2018 TOPIC: Timber and Natural Resources Held in Trusts
Frank Walburn - Regions Financial Corporation
January 4, 2018 TOPIC: Economic Update
Dr. Sara Robicheaux - Birmingham Southern College
November 30, 2017 TOPIC: Estate Planning Update
Steve Akers - Bessemer Trust
October 5, 2017 TOPIC: Advising Clients through the Toughest Times of Life
Amy Florian - Corgenius
September 7, 2017 TOPIC: The Generous Business: How Families Use their Business as an Engine of Generosity
Michael King - National Christian Foundation
June 29, 2017 ANNUAL SOCIAL
May 4, 2017 TOPIC: Top Tax Planning Strategies for 2017
Robert Keebler
April 6, 2017 TOPIC: Planning with S-Corps
Jonathan R. Katz - Jones, Walker, Waechter, Poitevent, Carrere & Denegre L.L.P
March 2, 2017 TOPIC: Panel Discussion: Recent Developments in Trusts, Estates and Estate Planning in Alabama
Cynthia Lamar-Hart, James Nafel, II and Jessica Grover - Maynard Cooper & Gale, PC
February 2, 2017 TOPIC: Recent Supreme Court Cases
Justice Michael Bolin - Alabama Supreme Court
January 5, 2017 TOPIC: Economic Update
Tony Crescenzi - PIMCO (Pacific Investment Management Company)
December 1, 2016 Topic: Year End Estate Tax Wrap Up
Sam Donaldson - Georgia State University, College of Law
November 3, 2016 Annual Social
October 6, 2016 Topic: Cyber Estate Planning
Professor Gerry Beyer - Texas Tech University School of Law
September 1, 2016 Topic: Trust Litigation
Daniel Smith - Cannon Financial Institute
August 12, 2016 Barons Baseball Social and Networking Event
July 12, 2016 Birmingham Financial Alliance Summer Social
May 20, 2016 Charitable, Estate and Business Succession
Patricia Annino - Prince, Lobel, Tye, LLP
April 7, 2016 Estate Litigation
David Aughtry - Chamberlain Hrdlicka
March 3, 2016 How to Practice Your Profession, Abide by the Rules of Professional Conduct, and Have a Life
Nancy C. Hughes - Hughes and Scalise, PC
February 4, 2016 Survey of Common Legal, Financial and Medical Issues facing the Aging Client and Recommended Practices in Offering Solutions
Lynn Campisi
January 7, 2016 Economic Update
Rusty Yerkes
December 3, 2015 Recent Developments
Professor Jeffrey Pennell
October 1, 2015 Strategies for Saving Both Transfer and Income Tax
Stacy Eastland
September 3, 2015 Estate and Charitable Planning for Clients with Chronic Illness
Martin M. Shenkman
May 7, 2015 Estate Planning: Important Trends and Current Developments
Steve R. Akers
April 2, 2015 Fiduciaries & Firearms - Gun Trusts
Jeffrey L. Crown with Connecticut Gun Lawyer A Division of Trust Lawyer, LLC
March 5, 2015 Divorce in Alabama - Estate Planning Considerations
Jessica Kirk Drennen with Kirk-Drennen, P.C.
February 5, 2015 IRS Audit Issues and Strategy
David Wooldridge with Sirote & Permutt
January 8, 2015 Financial Update
Guillermo Araoz with PNC Bank
December 4, 2014 Current Developments
Skip Fox
October 2, 2014 Dispute Resolution
Bruce Ross
September 4, 2014 Elder Care and Veterans' Benefits
Bill Nolen
May 2, 2014 Four Hour Conference - Natalie Choate
Natalie Choate
April 3, 2014 Personal Legacies in the Estate Planning Process
David O'Neal
March 6, 2014 Employee Stock Ownership Plans (ESOPs) as a Business, Tax and Estate Planning Vehicle
Kelley Finnell
February 6, 2014 Total Return Trusts and Other Trust Structure Opportunities
Leonard Wertheimer, Fred Daniels and Anna Buckner
January 9, 2014 Financial Update
John Norris
December 5, 2013 Estate Tax Update
Thomas Abendroth
November 18, 2013 Estate Planning Council of Birmingham Annual Reception
October 3, 2013 Income Taxation of Life Insurance
Donald O. Janson
September 5, 2013 Reducing State Income Taxes on Trusts
Richard Nenno
January 3, 2013 Tools of The Trade
Leonard Wertheimer
December 6, 2012 Estate Tax Update
Professor Jeffrey Pennell, Emory University School of Law, Atlanta, GA
November 13, 2012 Birmingham Estate Planning Council Annual Reception
October 4, 2012 Fiduciary Responsibilities for Insurance Policies in Trust
J. Gary Underwood, New York Life, Dallas, TX
September 7, 2012 The Use of Limited Liability Entities in Estate Planning
Steve Akers, Esq., Bessemer Trust, Dallas, TX
May 11, 2012 Selecting the Best Charitable Donee
Turney Berry, Esq. Wyatt, Tarrant & Combs, LLP, Louisville, KY
April 5, 2012 Using Collaborative Practice to Resolve Estate Disputes
Melanie Merkle Atha - Cabaniss, Johnston, Gardner, Dumas & O'Neal LLP
March 1, 2012 Planning with a Vacation Home or Farm
Wendy S. Goffe, Esq., Graham & Dunn, PC, Seattle, WA
February 2, 2012 Global and US Economic Outlook
Nathaniel Karp, BBVA Compass, Houston, TX
January 5, 2012 New Alabama Legislation Affecting Estate Planning
Brian T. Williams, Esq., Dominick Feld Hyde, P.C. and Amy Adams, Esq., Balch & Bingham, LLP
January 3, 2012 Tools of The Trade
Fred Daniels
December 1, 2011 Recent Developments in Estate & Trust Administration
Skip Fox
November 11, 2011 A Potpourri of Effective Estate Planning Strategies for 2011
Jonathan Blattmachr
October 18, 2011 Annual Dinner
John Robbins with Sothebys
September 1, 2011 Multiple Marriage Planning: His, Hers, Ours and Somebody Else’s
Joe Goodman
May 4, 2011 Find Me The Money
Brian Code
April 7, 2011 Why Well-Drafted Trusts are Necessary but not Sufficient to Avoid Family Conflicts in the Future
Dr. Paul White
March 3, 2011 Complex Tax Litigation
John Porter
February 3, 2011 The Coordination Gap-Ordering Relationship Among Trust Participants
Steve Parker
January 6, 2011 Economic Update
John Boston
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