Next Meeting:
Wednesday, January 8, 2025
Understanding Estate Tax Planning and Complex Strategies that are Commonly Used
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January 8, 2025
Michael D. Shelton of Ferguson Widmayer & Clark PC
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March 12, 2025
TBD
May 14, 2025
Digital Assets and Fiduciary Access (working title)
July 9, 2025
Charitable Giving Options/Techniques
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