Past Events

May 2, 2024 Distribution of Estate Assets: Where Does All the Stuff Go?
Sharon McRill
February 1, 2024 Estate Settlement Challenges and How to Avoid Them
Julie Cotant & Jessica Wiltjer
December 6, 2023 United Way of Southeastern Michigan
Dr. Darienne Hudson, President & CEO
October 4, 2023 Social Security and some Estate Planning Nuggets
Ruthann Driscoll
May 4, 2023 Community Impact - Ann Arbor Area Community Foundation
Jamie Hunter, CFO
February 2, 2023 Secure Act 2.0
Steven M. Gibson, CFA -
December 7, 2022 2022/2023…What’s Next? Recessions, Elections, Inflation and the Economy
Leon LeBrecque, JD, CPA, CFP®, CFA®
October 6, 2022 Insurance Estate Planning Techniques
David R. Foster, J.D., AEP, CLU, ChFC & CAP - Senior Director, Advanced Markets & Solutions - Allianz
May 12, 2022 Cryptocurrency - Estate Planning Considerations
Professor Bob Dittmar (UofM) & Christie Baer, esq (UofM)
February 3, 2022 Boilerplate Estate Planning Document Traps: Helpful Hints for Both Drafting and Administration
Wendy Z. Cox, J.D., CTFA
December 8, 2021 Strategic Philanthropy for Individuals and Families
Sara Montgomery, Plante Moran Wealth Management
October 7, 2021 BIDEN’S TAX PLAN... WHAT IF?
Leon C. LaBrecque, JD, CPA, CFP®, CFA
May 6, 2021 Elder Abuse During COVID - FBI Presenting
Patrick Geahan, DE - FBI
February 4, 2021 Racial Inequities in Washtenaw County and Mitigation Opportunities
Pam Smith - President and CEO of United Way
December 3, 2020 Now What? Post SECURE & CARES Act & Election Estate & Financial Planning Concepts
Leon C. LaBrecque, JD, CPA, CFP, CFA
October 29, 2020 Technology During COVID Times - How to Protect Our Clients and Our Firms Safe
May 7, 2020 Trusts and Taxes - Postponed
Carrie Hindmon, CSA, CSEP Partner at AHP, PLC - Lansing, MI
February 6, 2020 Current Healthcare Climate in Washtenaw County
Bill Manns - President St. Joseph Hospital
December 4, 2019 Medicaid Planning
Doug Chalgian, esq
October 10, 2019 Navigating Medicare Planning
Joanne Giardini-Russell - Boomer Health Group
May 2, 2019 Property Tax Uncapping in Michigan
Timothy Schnelle - Certified Master Level Assessor (retired from MI Department of Treasury)
February 7, 2019 Direction and Dissection of Trust Protection under New Section 7703
Jim Spica, esq Dickinson Wright
December 13, 2018 Client Support for the "Hometown Team:" University & Community-Based Philanthropy
Neel Hajra, JD Shelley Strickland, PhD, Katie Fraumann
October 4, 2018 Planning for Estate and Income Tax Deductions with Charitable Bequests
May 3, 2018 WEPC Member Meeting - Life Insurance in Estate Planning, Buy/Sell Planning, and Charitable Giving
Mark G. Landau, esq & Gary Schwarcz, esq
February 1, 2018 WEPC Member Meeting - Tax Planning Update
Stephen Eckert & Emily Murphy
January 16, 2018 WEPC Member Meeting - Asset Protection & the New Michigan Qualified Dispositions in Trust Act
Michael A. Weil, esq
October 5, 2017 WEPC Member Meeting - Legacy Land Conservation Easements
Doug Koop - Executive Director Legacy Land Conservancy
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