ESTATE PLANNING COUNCIL OF DELAWARE, INC.

October 12, 2022

Meeting #1 - Estate Planning Paralysis: Getting Your Clients to Act

Justin Miller, Evercore Wealth Management, LLC

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November 2, 2022

Meeting #2 - BDITs and BDOTs

Mitch Drossman - Bank of America

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February 8, 2023

Meeting #3 - Ensuring Your Client's Good Fortune Does Not Become a Misfortune for their Children

Jill Shipley - Tiedmann Advisors

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March 8, 2023

Meeting #4

Paul Lee, Northern Trust

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May 10, 2023

Annual Meeting

Stephanie Loomis-Price

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