| December 11, 2024 |
Annual Meeting Zoom Meeting - Need Quorum
Need a Quorum - Please Register |
| November 15, 2024 |
EPC of Naples Annual Meeting and Speakers Meeting, Avoiding the Ethical Rattlesnakes When Representing Fiduciaries-- Don’t Get Bit."
Roberta K. Flowers, Professor of Law |
| October 25, 2024 |
Golf Tournament MAKE UP Date For Success Event
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| October 4, 2024 |
33rd Annual Success Event with Sam Donaldson "Washington Updates"
Sam Donaldson |
| September 10, 2024 |
EPC of Naples and Community Foundation Joint Meeting with David York
David York |
| August 2, 2024 |
Canceled: Mighty Mussels Game Day for EPC of Naples
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| July 18, 2024 |
Innovation Hotel Hosts EPC of Naples Next Happy Hour
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| May 23, 2024 |
Mathematics of Estate Planning - Illustrating Estate Planning Techniques Using Financial Modeling
Brandon L. Ketron, J.D. LL.M. CPA |
| April 18, 2024 |
EPC of Naples Speakers Meeting "10-20 Top Insurance Planning Mistakes with Life Insurance"
Lawrence Brody, Senior Counsel |
| February 15, 2024 |
EPC of Naples Speakers Meeting The Corporate Transparency Act: Requirements and Best Practices
Victor G. Santiago, J.D. LL.M |
| November 29, 2023 |
EPC of Naples Annual Meeting and Speaker Meeting with Gary Forster
Gary Forster |
| October 6, 2023 |
32nd Annual Success Event of the Estate Planning Council of Naples
Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida/Managing Director |
| September 7, 2023 |
Top 10 Charitable Trends Every Advisor Should Know in 2023
Bryan Clontz, Ph.D, CFP, CAP, AEP |
| May 4, 2023 |
May EPC Speaker Meeting with William Hennessey
William Hennessey |
| March 29, 2023 |
Analysis of the Viability of Statutes Creating "Back-End SLAT" LUNCHEON
George Karibjanian |
| February 2, 2023 |
How To Successfully Navigate the Stormy Waters....Speaker Event
Alexander S Douglas |
| November 15, 2022 |
"Some of the Best Creative Ideas We See for Trusts"
Stacy S Eastland |
| October 7, 2022 |
31st ANNUAL SUCCESS EVENT of the EPC of Naples
Stephanie Loomis-Price |
| September 20, 2022 |
Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities
Eido M Walney, JD, AEP, EPLS |
| May 17, 2022 |
Current Charitable Gift Trends, Tactics, and Structures & 7 Options in Family Philanthropy
Kathryn W Miree, JD |
| April 19, 2022 |
Tax Smart Charitable Giving, Esp. with Retirement Assets
Chris Hoyt |
| February 8, 2022 |
New Year with Robert K Kirkland: Topic you won't want to miss!
Robert K. Kirkland |
| January 25, 2022 |
Member Social Event Happy Hour
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| November 16, 2021 |
New Planning Issues - Grantor Trusts
William A. Snyder J.D. LL.M |
| October 22, 2021 |
30th Annual Success Event
Jeremiah W. Doyle |
| September 21, 2021 |
It Could Be the Biggest Estate Planning Tsunami Ever (or Just a Mild Breeze)
Jonathan Blattmachr |
| May 18, 2021 |
Top 10 Charitable Planning Strategies
Russell James III J.D. Ph.D. CFP |
| March 16, 2021 |
Llama Llama 2021 Tax Drama with David Kirk
David Kirk |
| January 19, 2021 |
Economic Review & Outlook for 2021 with Douglas Duncan
Douglas G Duncan |
| November 17, 2020 |
Annual Meeting and TOPIC: Year-End Post Elections Strategies
George D. Karibjanian |
| October 16, 2020 |
XXIX SUCCESS EVENT - Interactive Event with Alan S. Gassman
Alan S. Gassman |
| September 15, 2020 |
FLORIDA 2020 - A Year Unlike Any Other - Live Zoom Meeting
Sal Nuzzo |
| May 12, 2020 |
"Top Ten Charitable Trends Every Advisor Should Know in 2020"
Bryan Clontz |
| March 31, 2020 |
CANCELED "Estate Planning with Trusts after the SECURE Act"
Will Hobson |
| March 1, 2020 |
35th Annual Supplement
Supplement |
| January 22, 2020 |
"Heckerling 2020: Highlights, Updates and Recent Developments"
Lester Law |
| November 19, 2019 |
How Life Settlements & Policy Valuations Impact Estate Planning
Jamie Mendelsohn |
| October 18, 2019 |
2019 XXVIII SUCCESS EVENT
L. Paul Hood, Jr., J.D., LL.M. |
| September 17, 2019 |
UPDATE: Florida Uniform Principal & Income Act
Jolyon Acosta, Esq. |
| May 21, 2019 |
Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Chris Hoyt |
| March 19, 2019 |
Economic Review with Douglas Duncan
Douglas Duncan |
| January 22, 2019 |
Section 199A Update: The 20% Pass-through Deduction
Richard B Comiter |
| November 13, 2018 |
November Speakers Meeting and Annual Meeting
Anne Marie Levin |
| October 5, 2018 |
SUCCESS EVENT XXVII and Speakers Meeting "Undue Influence/Elder Abuse
Stuart Bear |
| September 18, 2018 |
“Long-term Care - The Importance of Planning Includes the Affluent”
Shawn Britt |
| May 3, 2018 |
Charitable Planning
Bryan Klontz |
| March 20, 2018 |
Updated Florida Elective Share Statute
Rick Gans |
| January 30, 2018 |
New Developments in Asset Protection
Chris Riser |
| November 14, 2017 |
Positioning a Business for an Exit
Rob Ashcroft |
| October 13, 2017 |
SUCCESS EVENT XXVI
Alan S. Gassman, JD |
| October 5, 2017 |
SUCCESS EVENT! Undue Influence/Elder Abuse
Stuart Bear |
| September 12, 2017 |
"Year-End Tax and Estate Planning Strategies"
Anne Marie Levin, JD, LLM |
| May 17, 2017 |
Seven Options in Family Philanthropy & Ethical Issues in Gift Planning
Kathryn W. Miree, JD |
| March 21, 2017 |
"Family Entities in a Post Valuation Discount Environment"
Daisy Medici & Jim Brennan |
| January 24, 2017 |
"Finding Opportunity in a Slow Economy"
Stephen S. Lee |
| November 8, 2016 |
"Risks for Trustees Holding Closely Held and Family Business Interests"
Stephen G. Salley, JD |
| October 14, 2016 |
Success Event 2016
Bruce Stone, JD |
| September 27, 2016 |
“IRS Problem Resolution and Other Tales of the IRS ”
Steven N. Kiltzner, P.A. |
| May 17, 2016 |
Deferring and Avoiding the Tax on Net Investment Income
Thomas J Pauloski, JD |
| March 8, 2016 |
Wealth Transfer/Tax - The Good Giver
Suzanne L Shier |
| January 19, 2016 |
"Preventing Medical Decisions from Eroding Wealth"
Susan O. Cassidy, MD, JD |
| November 12, 2015 |
Annual Meeting and Speakers Meeting
Kristen A. Vaughn |
| November 5, 2015 |
Annual Dues Notice and 2016 Membership Flyer
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| October 16, 2015 |
2015 Success Event
National Known Guest Speaker - Samuel Donaldson |
| September 17, 2015 |
Speakers Meeting
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| September 17, 2015 |
Estate Planning with Digital Assets
Karin Prangley |
| May 14, 2015 |
Speakers Meeting
Lynne Wester |
| March 26, 2015 |
“Collaborative Divorce and the Estate Plan”
Caroline Black Sikorske and Alice Boullosa, MSW, LMFT |
| January 22, 2015 |
Speaker Meeting: Anatomy of a Perfect Trust
Richard A. Oshins, Esq. |
| November 11, 2014 |
Family Investment Partnerships: Beyond the Valuation Discount"
Paul Lee National Managing Director |
| October 17, 2014 |
Success Event XXIII - 2014 Private Forces Move to the Four
Douglas G. Duncan, Senior VP & Chief Economist Fannie Mae |
| September 18, 2014 |
The Family Trust Company Comes to Florida
Jill N. Creager, JD |
| May 15, 2014 |
Joint Conference with The Community Foundation
Brian Clontz, President and Co-Founder of Charitable Solutions, LLC |
| March 18, 2014 |
Estate and Gift Tax Issues and the IRS
Michael Gregory |
| January 21, 2014 |
Danger Will Robinson! Ethical and Conflict of Interest Considerations in Estate Planning
William T. Hennessey |
| November 13, 2013 |
Celebrity Estate Planning Disasters - Naples Evening Edition
Richard Warner, PA |
| October 18, 2013 |
Success Event XXII 2013 - Retirement Accounts: Planning Outcomes for Family & Charitable Objectives
Christopher Hoyt, Professor of Law University of Missouri |
| September 18, 2013 |
Current Challenges of Fiduciary Administration in Era of Multi-Jurisdiction Practice-Moving Trusts!
Thomas M. Forrest, CPA President of U.S. Trust Company of Delaware |
| May 15, 2013 |
"6 Creative GRAT Strategies!"
Mark Parthemer - Bessemer Trust Company |
| March 13, 2013 |
Zero-Exemption Planning
David Pratt & Scott Bowman of Proskauer Rose, LLP |
| January 29, 2013 |
Estate Tax Changes, Past, Present and Future
Ronald D. Aucutt, Partner, McGuire Woods, LLP |
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