Class II, Program 3

Thursday, April 4, 2024 Program Chair: Mark Langan Charitable Giving Instructor: Martin Hall Asset Protection Instructor: Daniel S. Rubin Retirement Assets Instructor: Natalie Choate Lifetime Asset Transfers Instructor: Paul S. Lee Building and Sustaining a Successful Trust and Estates Practice Instructors: Amy K. Kanyuk and Mark M. Christopher

Class II, Program 4

Friday, April 5, 2024 Program Chair: Tracy Craig Trust Investing Instructor: Jeff Cooper International Estate Planning Instructors: Todd Angkatavanich and Scott Bowman Income Tax Oddballs Instructor: Ruth Mattson Fiduciary Litigation Instructors: Mark Swirbalus, Marshall Senterfitt and Charlie Pieterse Cultural Differences in Estate Planning Instructor: Chasity Grice