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UPCOMING EVENTS

September 26, 2017

Estate Planning for Digital Assets

Philip M. Savage IV

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