Upcoming events

    • 01 Nov 2022
    • 4:30 PM - 7:00 PM
    • The Cherokee Town Club

    November Membership Meeting

    Tuesday, November 1, 2022
    4:30 pm

    The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?

    presented by Tama Brooks Klosek, Klosek & Associates

    Tama's practice is a tax practice focused on both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Tama is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and has significant experience in income, nonprofit (including private foundations), estate, gift, trust and generation-skipping transfer taxation and marital property planning. She has advised a variety of clients on domestic and international tax matters, and also consults on divorce matters in connection with complex marital estates. In addition to her legal practice, Tama is a Managing Partner in a national life settlements originations firm, Treyled Life Settlements LLC, where she works as part of an experienced management team to assist high net worth and ultra-high net worth clients of Treyled Life Settlements to efficiently exit life insurance contracts on a favorable basis through sales to third party institutional investors when life insurance is no longer desired or advisable.

    • 07 Feb 2023
    • 5:30 PM - 8:00 PM
    • The Cherokee Town Club

    February Membership Meeting

    Tuesday, February 7, 2023
    5:30 pm
    (Cocktails at 5:00 pm)

    * Live dinner event:  Members only *

    Annual Federal Tax Update

    Professor Sam Donaldson
    Georgia State University College of Law

    Samuel Donaldson came to Georgia State University after 13 years as a Professor and Associate Dean at the University of Washington School of Law in Seattle, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. 

    A member of the Bar in Washington, Oregon, and Arizona, he has authored and co-authored many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach

    He is also an amateur crossword constructor, and his puzzles have been published in The New York TimesThe Los Angeles TimesThe Chronicle of Higher Education, and other outlets.

    • 09 May 2023
    • 4:30 PM - 7:00 PM
    • The Cherokee Town Club

    May Membership Meeting

    Tuesday, May 9, 2023
    4:30 pm

    Featured Presenter

    Tammie E. Quest, MD, FAAHPM, Emory Palliative Care Center

    A nationally recognized expert in palliative care in the emergency setting, Dr. Quest is the Director of the Emory Palliative Care Center for Emory's Woodruff Health Sciences Center.  She is Professor in the Department of Emergency Medicine, and Division of Geriatrics and Gerontology at the Emory University School of Medicine and board certified in Emergency Medicine and Hospice and Palliative Medicine.

    Dr. Quest is a Project on Death in America Faculty Scholar. Currently, she serves as the Chief of the Section of Palliative Medicine at the Atlanta VA Medical Center and is the former director of the Grady Cancer Center for Excellence Palliative Care Oncology Program. She is currently the Fellowship Program Director for the Emory University School of Medicine program in Hospice and Palliative Medicine and holds a strong interest in novel palliative care curriculum design and teaching methodologies for both undergraduate, graduate and post-graduate medical trainees that she teaches locally, regionally and nationally.

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