Past Events

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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