On October 15, 2026, partner Nicole L. Phatak will be co-presenting “Stop! Collaborate and Listen: How to talk to Professional Advisors,” for the National Association of Charitable Gift Planners Conference. Drawing on her experience in gift tax planning and compliance, Nicole will unpack how building lasting relationships with estate attorneys, CPAs, and financial advisors aids transformational planned gifts. Held in New Orleans, Louisiana, this 3-day conference will bring together a host of professionals from across the planning industry.
Register here.