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June 11, 2024
Top 30 Best Practices When Advising Families with Special Needs Beneficiaries
Kristen M. Lewis, Esq.
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July 16, 2024
Estate Tax Exemption Sunset
Thomas C. Shaw
August 20, 2024
Local Panel: How to Talk to Your Clients About Charitable Giving
Jeff Partridge, Michelle Minnerath, Patrick G. Goetzinger
September 17, 2024
Life Insurance Strategies to Enhance Estate Plans
Greg Holmgren
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