May 12, 2026 Agenda

11:30 am ET	Doors Open Pre-Conference Table Topics
12:00 pm ET	Conference Begins
12:00 pm ET - 12:15 pm ET	Virtual Networking Exhibit Hall Open
12:15 pm ET - 12:30 pm ET	Opening Remarks
12:30 pm ET - 1:20 pm ET	AI Is Transforming Estate Planning: Practical Applications and Ethics Considerations Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
1:20 pm ET - 1:35 pm ET	Break Exhibit Hall Open Wellness Moment
1:35 pm ET - 2:25 pm ET	Retirement Assets for First and Second Marriages: Let the Fun Begin Christopher R. Hoyt, JD, AEP® (Distinguished)
2:25 pm ET - 3:15 pm ET	Choosing the Right Fiduciary Jill L. Miller, JD, LL.M.
3:15 pm ET - 3:35 pm ET	Break Exhibit Hall Open Wellness Moment
3:35 pm ET - 4:25 pm ET	Exploring IRS Enforcement Campaigns on Charitable Donations Hale E. Sheppard, JD, LL.M. (taxation), LL.M. (international law)
4:25 pm ET - 4:30 pm ET	Closing Remarks

October 21, 2026 Agenda

11:00 am ET	Doors Open Pre-Conference Table Topics
11:30 am ET	Conference Begins
11:30 am ET - 11:45 am ET	Virtual Networking Exhibit Hall Open
11:45 am ET - 12:15 pm ET	Opening Remarks Annual Meeting Acknowledgment of 2026 Awards & Honors
12:15 pm ET - 1:05 pm ET	Federal Tax Update Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
1:05 pm ET - 1:30 pm ET	Break Exhibit Hall Open Wellness Moment
1:30 pm ET - 2:20 pm ET	Premium-Financed Life Insurance in Litigation: Lessons from the Expert Witness Stand Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished)
2:20 pm ET - 3:10 pm ET	What Practitioners Should Know About Serving the LGBTQIA Community Natalia K. Gentry, JD
3:10 pm ET - 3:30 pm ET	Break Exhibit Hall Open Wellness Moment
3:30 pm ET - 4:20 pm ET	Session TBD
4:20 pm ET - 4:30 pm ET	Closing Remarks