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Gift or Standalone? How to Plan for a Single Client Using MCAs

April 14, 2026
12 PM CDT
Presented by Aaron Kempen | Senior Relationship Manager

Many attorneys are familiar with the Gift/MCA plan for single clients, but it may not be appropriate for all situations. Don't worry—there's another option. Join Aaron Kempen as he explores two strategies specifically designed for single clients!

Gift or Standalone? How to Plan for a Single Client Using MCAs
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Succession Planning: From Founder to Future
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Succession Planning: From Founder to Future

May 12, 2026 12 PM CDT
Presented by Julieanne Steinbacher, Esq., LL.M., CELA | Founding Shareholder – Steinbacher, Goodall & Yurchak

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