Class I, Program 3

Thursday, April 28, 2022 GST Basics Instructor: Martin Hall Charitable Giving: Big Business – Big Benefits Charitable Giving PowerPoint Asset Protection Instructor: Dan Rubin Asset Protection Retirement Assets Instructor: Natalie Choate The Estate Planner’s Guide to The Treasury’s Proposed Regulations Regarding SECURE’s Changes to the Minimum Distribution Rules (and a Few Other Things) Trusts and The…

Class I, Program 4

Friday, February 11, 2022 Trust Investing Instructor: Jeff Cooper Challenges in Trust Investing Prudent Investment of Trust Funds PowerPoint Fiduciary Litigation Instructors: Mark Swirbalus and Marshall Senterfitt An Overview of Estate and Trust Litigation Contesting Testamentary Transfers in Massachusetts Income Tax Oddballs Instructor: Ruth Mattson Income Tax Oddballs PowerPoint Lifetime Asset Transfers Instructor: Paul Lee Lifetime…