GREENE COUNTY ESTATE PLANNING COUNCIL

December 17, 2025

December 2025 Meeting - Tax Update

Krystal Creach, CPA, Forvis Mazars

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January 21, 2026

January 2026 Meeting - A Guide to Trust Structuring

Shane Rader, Kembell Woods & Martinsen, LLP

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February 18, 2026

February 2026 Meeting - A Guide to the Markets

Todd Baker, Executive Director, Client Advisor at JP Morgan

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March 25, 2026

March 2026 Meeting - Mega Backdoor Roth and other Retirement Plan Document Estate Considerations

Skylar Smith, CFP, and Beau Barrett, CPA, QKA, KPM Wealth Advisors

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