Events

The Estate Planning Council Calendar of Events

 


Members: login to download meeting presentations in the Members Only section of the website.

Upcoming events

    • 01/22/2019
    • 5:15 PM - 7:00 PM
    • The Georgian Club
    Register


             

    Date:  Tuesday, January 22, 2019

    Location:  The Georgian Club 

    Time:  Networking from 5:15 p.m. - 6 p.m.

                Program speaker from 6 p.m. - 7 p.m.  

    Cost:  FREE for members / $50.00 for non-members 

    Speaker:  Kristen Lewis, Smith, Gambrell & Russell, LLP 

    Topic: "PLANNING FOR BENEFICIARIES WITH SPECIAL NEEDS"


    Kristen has extensive experience in estate planning and wealth

    protection, “Special Needs Trusts,” estate administration,

    guardianships, fiduciary matters, trusts for pets, and charitable giving

    techniques.


    Ms. Lewis is nationally recognized for her proficiency in Special

    Needs Trust planning for persons challenged by disabilities, and is

    a frequent speaker and author on this topic. She is a Fellow of the

    American College of Trust and Estate Counsel (ACTEC), and an active

    member of the Special Needs Alliance, where she has recently served

    as Co-Editor of that organization’s monthly e-newsletter, The Voice.

    She is also a member of the Academy of Special Needs Planners,

    the National Academy of Elder Law Attorneys, the American Bar

    Association, the New York Bar Association Elder Law Section, and the

    State Bar of Georgia Fiduciary Law Section. She is a former Co-Chair

    of the Long-Term Care, Medicaid and Special Needs Trusts Committee

    of the Elder Law, Disability Planning and Bioethics Group of the Real

    Property, Probate and Trust Law Section of the ABA.


    Ms. Lewis received her B.A. degree in French and political science, with

    highest honors, from Wellesley College in 1981. She earned her J.D.

    degree from Cornell Law School in 1984. She is admitted to practice

    law in both New York and Georgia. Since 2012, Ms. Lewis has been

    selected for inclusion in Georgia Super Lawyers in Estate Planning

    and Probate. Additionally, since 2013 she has been recognized by

    Best Lawyers in America® in Trusts and Estates.


    To Read Kristen's Complete Bio CLICK HERE

    For directions to the Georgian Club, click here.  


Past events

12/04/2018 December Council Meeting
10/23/2018 October 2018 Council Meeting
07/24/2018 EPCNGA 2018 Summer Social
05/22/2018 May 2018 Council Meeting
03/27/2018 March 2018 Council Meeting
01/23/2018 January 2018 Council Meeting
12/05/2017 December Council Meeting
10/24/2017 October Council Meeting
07/25/2017 EPCNGA Summer Social
05/23/2017 May Council Meeting
03/28/2017 March Council Meeting
12/06/2016 December Council Meeting
10/25/2016 October Council Meeting
07/26/2016 Summer Social
05/24/2016 May Council Meeting
03/22/2016 March Council Meeting
01/26/2016 January Council Meeting
12/08/2015 December Council Meeting
10/27/2015 October Council Meeting
07/28/2015 EPCNGA Summer Social
07/13/2015 2015 Skills Training for Estate Planners
07/09/2015 Fiduciary Law Institute
05/19/2015 May Council Meeting
03/24/2015 March Council Meeting
01/27/2015 January Council Meeting
12/09/2014 "Latest Developments in GA Fiduciary Law," Mary Radford, GSU
10/28/2014 "When Good Estate Planning is Bad Divorce Planning," Sherri Holder, CPA, and Amy Sullivan, Attorney
07/22/2014 EPCNGA Member Social
05/20/2014 Council Meeting: Income Tax Planning Kit for Estate Planners, Richard Morgan and Barbara Coats
03/25/2014 Council Meeting: Core EP for Bottom 99%, James Kane, Chamberlain Hrdlicka
02/05/2014 Council Meeting: Tips to Avoid Post-Mortem Disputes, Craig Frankel, Gaslowitz Frankel
12/10/2013 Council Meeting: Estate Plan Challenges & Cases, Mark Williamson, Alston & Bird
10/22/2013 October Council Meeting
08/22/2013 August Joint EPCNGA/FSP Atlanta Symposium
05/21/2013 May Council Meeting / Speaker Allen Venet, SunTrust
03/26/2013 March Council Meeting / Speaker Jeff Scroggin, Scroggin & Co.
01/22/2013 January Council Meeting
12/04/2012 December Council Meeting / Speaker Mary Radford, GSU
10/23/2012 October Council Meeting / Speaker Walter Helms, Nease Lagana
08/08/2012 August 2012 Joint EPCNGA/FSP Atlanta Symposium
05/22/2012 May 2012 Council Meeting
03/27/2012 March 2012 Council Meeting
01/24/2012 January 2012 Council Meeting
12/06/2011 December 2011 Council Meeting
12/06/2011 December 2011 Board Meeting
10/25/2011 October 2011 EPCNGA Meeting
10/25/2011 EPCNGA October Board Meeting
08/23/2011 EPCNGA 2011 Symposium
05/24/2011 May 2011 EPCNGA Meeting
05/24/2011 EPCNGA May Board Meeting
03/22/2011 March 2011 EPCNGA Meeting
03/22/2011 EPCNGA March Board Meeting
01/25/2011 January 2011 EPCNGA Meeting
01/25/2011 EPCNGA January Board Meeting
12/07/2010 The 2010 Georgia Trust Code
12/07/2010 EPCNGA December Board Meeting
10/26/2010 Tax Planning For Investments
10/26/2010 EPCNGA October Board Meeting
08/24/2010 EPCNGA Annual Symposium
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