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Tuesday, November 18, 2025

Optimizing a Gift Trust and CLAT in the OBBB Era

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Santa Barbara Estate Planning Council

SANTA BARBARA ESTATE PLANNING COUNCIL

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Powers of Appointment-NAEPC Webinar-CAN ATTEND ANYTIME

Date: Friday, August 20, 2021
Time: 9:00am - 10:00am
Location: NAEPC Webinar-Can Call in Anytime
Speaker: Turney B. Berry, JD, AEPĀ® (Distinguished)

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Link: https://vimeo.com/203300324  

Password: VPj72498LTi

Presentation Materials and Completion Certification Attached

Related Document(s):
  • Power of Appt Cetification Completion
  • Powers of Appt NAEPC Webinar

See Upcoming Event Calendar

UPCOMING EVENTS

November 18, 2025

Optimizing a Gift Trust and CLAT in the OBBB Era

Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP

See Event Details

January 27, 2026

2026 Outlook - The Future of Investing: Key Themes Reshaping the Global Economy

Joseph O'Flaherty, MBA, Chief Investment Officer - Channel Wealth

See Event Details

See Full Calendar

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