Southern Delaware Estate Planning Council: Updates in Estate Planning
October 27 @ 1:00 pm - 4:30 pm
MICHAEL KELLY CPA IS CO-PRESENTING AT THE SOUTHERN DELAWARE ESTATE PLANNING COUNCIL’S OCTOBER 2026 MEETING
Topic: Updates in Estate Planning
Date: Tuesday, October 27, 2026
Time: 1:00pm – 4:30pm
Location: Lewes Public Library | Lewes, Delaware
Updates in Estate Planning Seminar, CLE at Lewes Public Library, Lewes, followed by a Member Mixer at Delaware Community Foundation, Lewes.
“Updates in Tax Legislation on the State and Federal Level for 2026”– Michael D. Kelly, CPA, BLS
An overview of key 2026 tax developments, including recent changes in federal and state tax legislation and their implications for practitioners and clients.
“Ethics in Estate Planning” – Christel Duff, Esquire, Duff Law LLC
A discussion of ethical considerations that arise in estate planning, including representing clients with diminished capacity, attorney-client privilege, conflicts involving current and former clients, and properly identifying the client in an estate planning representation.
“Year-End Estate Planning Updates in 2026” – Lauren Fritz Mariner, CPFA, Merrill
A review of year-end estate planning strategies and considerations for 2026, with a focus on planning opportunities under the current legal and tax framework.
FIND OUT MORE HERE: https://www.sdestatecouncil.org/events/event/30124