Past Events

November 10, 2021 Dinner Meeting with Speaker: Mid-Life Wealthy Divorce
Lisa M. Cukier, Partner and Exec. Comm. Member, Burns & Levinson, LLP
September 8, 2021 Dinner Meeting with Speaker: Estate Planning and Elderly Clients...Tips & Traps
Panel Discussion: Benjamin Siracusa Hillman, Esq., Ralph Holmes, Esq. and David Eby, Esq.
May 12, 2021 Emerging Developments in Gift & Estate Tax ... Exploring Proposed Legislative Changes ... Joint Meeting with NH Society of CPAs, Council Annual Meeting & Election
Eileen Sherr, Director - Tax Policy & Advocacy of the Association of International Certified Professinal Accounts (AICPA) and Justin Ransome, National Tax Partner of Ernst & Young's Private Client Services Practice
March 24, 2021 Economic Update: New Hampshire, New England and the U.S.
Dr. Bo Zhao, Sr. Economist, New England Public Policy Center, Federal Reserve Bank of Boston
January 13, 2021 Birth Order: What's It Got to Do With Business, Anyway? Sponsored by Cambridge Trust Company of NH
Jack Agati, Encouraging Concepts Associates
November 12, 2020 Business Succession Panel Presentation Hosted by the Association for Corporate Development and the NH Estate Planning Council
Guest Panel Presentation
February 25, 2020 First Lunch & Learn Series Program: How the SECURE Act Affects Estate Planning
Facilitator: Anu R. Mullikin, Esq. Chair, Trust and Estates Practice Group
January 8, 2020 Dinner Meeting with Program: Digital Property Myths and Realities
Lee Poskanzer, CEO, Directive Communication Systems, Inc.
November 13, 2019 Dinner Meeting: Focus on Section 199A Small Business Deduction
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP, Green Bay, WI
May 9, 2018 Council Dinner Meeting & Election and Speaker Program
Susan N. Gary, Orlando J. and Marian H. Hollis Professor of Law, University of Oregon School of Law, Impact Investing for Trusts
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