Next Meeting:
Tuesday, September 26, 2017
Estate Planning for Digital Assets
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September 26, 2017
Philip M. Savage IV
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November 14, 2017
Trustee’s Duty Under UPIA
Josh Yager, JD, CFP, ChFC
January 23, 2018
The Perfect Modern Trust Including Income Tax Sheltering Opportunities
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
March 27, 2018
Advanced Issues with Property Tax Transfers
Bradley Marsh
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