ESTATE PLANNING COUNCIL OF CAPE COD

June 8, 2021

Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits

Natalie B. Choate

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January 12, 2021

Legislative Update & State of the Massachusetts Estate Tax

Senator Julian Cyr, Massachusetts State Senate, Cape & Islands District

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March 9, 2021

The Year That Changed America

Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee

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May 11, 2021

Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance

Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company

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