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

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

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…

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…

Class I, Program 5

Thursday, September 15, 2022 Rights of Decedent’s Creditors Instructor: John A. Terrill, II The Rights of the Decedent’s Creditors by John A. Terrill, II Digital Assets and Documents Instructor: Suzanne Brown Walsh Electronic Estate Planning Documents Fiduciary Access to Digital Assets Digital Assets and Documents Private Foundations and Alternatives Instructor: Brad Bedingfield Private Foundations and Alternatives…

Class I, Program 6

Friday, September 16, 2022 Current Developments Instructors: Stephen R. Akers and Ronald D. Aucutt Capital Letter 57 Washington Update With Cases Hot Topics Current Developments Current Developments Technology to Streamline Your Practice Instructor: Andrew J. DeMaio DeMaio – ACTEC NEFI Handout-Sept. 2022 Ethical Considerations in Estate Planning Instructor: Sara Goldman Curley Ethical Considerations in Estate Planning…