Atlanta Estate Planning Council upcoming events

AEPC November 2026 Membership Meeting (10 Nov 2026)

Tue, 10 Nov 2026 21:00:00 GMT

November 10, 2026 Membership Meeting

Tuesday, November 10, 2026

Year-End Planning:

Promises, Pitfalls, and Perspectives from Across the Advisory Team

A Panel discussion featuring tax, wealth management, insurance, and valuation professionals

Panelists

David Adams - Adams Capital

Terri Lawson - Frazier and Deeter

Patrick Leavitt - Merrill Private Wealth

Scot Kirkpatrick - Chamberlain Hrdlicka

Networking begins at 4:00 pm

Business meeting at 4:45 pm

Presentation at 5:00 pm

* Registration opens 30 days prior to meeting date *

AEPC February 2027 Membership Meeting (09 Feb 2027)

Tue, 09 Feb 2027 21:00:00 GMT

February 2027 Membership Meeting

* Live dinner event: Members only *

Livestream Not Available

Tuesday, February 09, 2027

Networking & Cocktails at 4:00 pm

Membership business meeting followed by presentation at 5:00 pm

Dinner service at 5:30 pm

* Registration opens 30 days prior to meeting date *

Annual Federal Tax Update

Professor Sam Donaldson
Georgia State University College of Law

Samuel Donaldson came to Georgia State University after 13 years as a Professor and Associate Dean at the University of Washington School of Law in Seattle, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. A member of the Bar in Washington, Oregon, and Arizona, he has authored and co-authored many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach. He is also an amateur crossword constructor, and his puzzles have been published in The New York Times, The Los Angeles Times, The Chronicle of Higher Education, and other outlets.

AEPC May 2027 Membership Meeting (18 May 2027)

Tue, 18 May 2027 20:00:00 GMT

May 2027 Membership Meeting

Tuesday, May 18, 2027

Networking begins at 4:00 pm

Business meeting at 4:45 pm

Presentation at 5:00 pm

* Registration opens 30 days prior to meeting date *

AEPC September 2027 Membership Meeting (21 Sep 2027)

Tue, 21 Sep 2027 20:00:00 GMT

September 2027 Membership Meeting

Tuesday, September 21, 2027

Networking begins at 4:00 pm

Business meeting at 4:45 pm

Presentation at 5:00 pm