GREENE COUNTY ESTATE PLANNING COUNCIL

September 17, 2025

September 2025 Meeting - Fraud in Trusts and Estates: Red Flags, Safeguards & the Role of the Experts

Mike Nelson, CPA, KPM CPAs

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October 15, 2025

October 2025 Meeting - Unpacking Social Security

Allianz Life Insurance

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November 19, 2025

November 2025 Meeting - Navigating Firearm Estates: Legal Considerations & Best Practices

Paul Bastean, Heritage Estate Services and Firearms Appraisals

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December 17, 2025

December 2025 Meeting - Tax Update

Krystal Creach, CPA, Forvis Mazars

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