Class II, Program 1

Thursday, February 1, 2024 The Use of Trusts Instructor: Ron Aucutt Planning for Elderly & Disabled Clients Instructor: Lisa Neeley Post-Mortem Planning Instructor: Bob Kirkland Trust Interests in Divorce Instructors: Megan Knox and Leiha Macauley Directed Trusts Instructor: Robert Sitkoff Alternative Dispute Resolution Instructor: Robert Goldman

Class II, Program 2

Friday, February 2, 2024 Program Welcome by Amy Kanyuk GST Basics Instructor: Marc Bloostein Decanting Instructor: Suma Nair Martial Deduction Planning Instructor: Barbara Sloan Business Succession Planning Instructors: Andrew Rothstein Gift Tax Return Preperation Instructor: Beth Shapiro Kaufman