ESTATE PLANNING COUNCIL OF CLEVELAND

December 2, 2026

Breakfast: From Inheritance to Stewardship: Preparing the Next Generation for the Great Wealth Transfer sponsored by Glenmede

Katherine E. Collin, Esq., AEP®, Eric M. Meleney, and Richard Tanner, AEP®, CAP®, CLU®

See Event Details

January 12, 2027

Luncheon: AI In Estate Planning – Opportunity or Liability? sponsored by Key Private Bank

See Event Details

February 9, 2027

Luncheon: Updates from the 2027 Heckerling Institute sponsored by BNY Wealth

Joe Mentrek

See Event Details

March 9, 2027

Luncheon: Best Practices on Forming and Administering Trusts: Minimizing Friction and What Comes Next sponsored by UB Greensfelder

Jim Bright and Justin Stark

See Event Details