Continuing Education Events
Welcome to our Continuing Education (CE) Events Calendar, your go-to resource for upcoming educational opportunities. Here, you’ll find a curated list of CE events featuring our attorneys designed to keep you at the forefront of industry knowledge and skills. Stay informed and ahead in your practice by exploring the events below.
Impact of the Post-2024 Elections on Estate Planning Going Forward
Hosted by LISI
The outcome of the recent national elections has altered the future tax landscape, at least in the eyes of many pundits who, prior to the elections, had been alerting all to the impending automatic rollback of the transfer tax applicable exclusion amount effective on January 1, 2026. In this session, long-time collaborators Paul Hood and Ed Morrow weigh in with the truth about what’s likely to happen prior to January 1, 2026, when it’s likely to happen, and what estate planners should be considering going forward.
Date: Jan 10, 2025
Time: 4:00pm – 5:30pm ET
Date: Jan 14, 2025
Time: 2:00-3:30pm ET
Speakers: Edwin P. Morrow, Paul Hood
27th Annual Estate, Tax, Legal & Financial Planning Seminar
Hosted by: Johns Hopkins All Children’s Foundation
This seminar offers a full day of continuing education credits for Attorneys, CFPs, CPAs, CTFAs, CLUs, Bankers, Trust Officers, Licensed Insurance Underwriters, and Other Professional Designees.
Seminar session topics will include:
Right-Sizing and Re-Sizing a Transfer Tax Strategy with Ed Morrow & Jennifer Goode
Hot Topics & Recent Developments with Ed Morrow & Jerry Hesch
Date: May 8, 2025
Join In-Person on the St. Petersburg Campus or Online
Speakers: Edwin P. Morrow