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 Resources

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