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Wednesday, May 20, 2026

Risk Mitigation for The Successor Trustee

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Conejo Valley Estate Planning Council

CONEJO VALLEY ESTATE PLANNING COUNCIL

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Event Calendar

April 20, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Spousal Lifetime Access Trusts (SLATs) - Ethical, Practical, and Tax Considerations
James I. Dougherty, JD
May 20, 2026 Risk Mitigation for The Successor Trustee
Josh Yager, Esq., CFP, ChFC, CLU
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
July 15, 2026 Lifetime and Estate Planning for Disposition of Fine Art, Jewelry and Valuable Collectibles
Michael Heumann
July 29, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Joint Webinar with NAIFA
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 17, 2026 Estate Planning for Crypto Currency
Kevin Jackson
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
November 11, 2026 Charitable Planning Panel
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
View Past Events

UPCOMING EVENTS

May 20, 2026

Risk Mitigation for The Successor Trustee

Josh Yager, Esq., CFP, ChFC, CLU

See Event Details

July 15, 2026

Lifetime and Estate Planning for Disposition of Fine Art, Jewelry and Valuable Collectibles

Michael Heumann

See Event Details

September 17, 2026

Estate Planning for Crypto Currency

Kevin Jackson

See Event Details

November 11, 2026

Charitable Planning Panel

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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