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 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