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…
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…
Please click on the items below to download class information: Class Roster 2022 Schedule for Class Participants Program 1 Schedule – Feb. 10 Program 2 Schedule – Feb. 11 Program 3 Schedule – April 28 Program 4 Schedule – April 29 Program 5 Schedule – Sept. 15 Program 6 Schedule – Sept. 16