Class I, Program 1

Thursday, February 10, 2022 Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Planning for Elderly & Disabled Clients Instructor: Lisa Neeley Planning for Elderly & Disabled Clients PowerPoint Post-Mortem Planning Instructor: Bob Kirkland Dawn of the Dead – The Planning Continues Beyond the Grave Trust Interests in Divorce…

Class I, Program 2

Friday, February 11, 2022 GST Basics Instructor: Marc Bloostein GST Basics GST Basics PowerPoint Decanting Instructor: Suma Nair Just Like Starting Over – Decanting Trusts Just Like Starting Over – Decanting Trusts PowerPoint Marital Deduction Planning Instructor: Barbara Sloan Flexible Marital Deduction Planning Business Succession Planning Instructor: Andrew Rothstein Business Succession Planning – Markstein Outline Business…