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 II Resources

Please click on the items below to download class information: Class Roster 2024 Schedule for Class Participants Program 1 Schedule – Feb. 1 Program 2 Schedule – Feb. 2 Program 3 Schedule – April 4 Program 4 Schedule – April 5 Program 5 Schedule – Sept. 5 Program 6 Schedule – Sept. 6