CONEJO VALLEY ESTATE PLANNING COUNCIL

May 20, 2026

Risk Mitigation for The Successor Trustee

Josh Yager, Esq., CFP, ChFC, CLU

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July 15, 2026

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

Michael Heumann

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September 17, 2026

Estate Planning for Crypto Currency

Kevin Jackson

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November 11, 2026

Charitable Planning Panel

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