Advice for Advisers: Tax & Wealth PlanningWhen: November 07, 2024Hosted By: Fox RothschildLocation: Fox RothschildPeople: Giselle C. Alexander, Mary Balent Long, Kristy Caron, Vivian D. Hoard, Haley A. Schwartz, Adon J. Solomon, Adenike Tijani
Shrinking World, Growing Complexity: Understanding Dementia and the Nuances of Diminished Capacity in Estate PlanningWhen: July 25, 2024Hosted By: State Bar of Georgia Fiduciary Law SectionLocation: Omni Amelia Island ResortPeople: Haley A. Schwartz
The Gift That Kept Giving: A Real-World Example of Contagious Philanthropy!When: March 07, 2024Hosted By: Georgia Planned Giving Council Location: Buckhead ClubPeople: Haley A. Schwartz
Expanding the Family System Framework: Professional Advisors as Integral Players in the Family System When Addiction and/or Behavioral Health Issues Are PresentWhen: November 07, 2023Hosted By: Fox Rothschild Fiduciary Attorney SummitLocation: Santa Barbara, CA People: Haley A. Schwartz