Class I, Program 1

Thursday, February 10, 2022 Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Marital Deduction Planning Instructor: Barbara Sloan Materials coming soon Post-Mortem Planning Instructor: Bob Kirkland Dawn of the Dead – The Planning Continues Beyond the Grave Trust Interests in Divorce Instructors: Megan Knox and Leiha Macauley Materials…

Class I, Program 2

Friday, February 11, 2022 GST Basics Instructor: Marc Bloostein GST Basics Decanting Instructor: Suma Nair Just Like Starting Over – Decanting Trusts Planning for Elderly & Disabled Clients Instructor: Lisa Neeley Materials coming soon Business Succession Planning Instructor: Andrew Rothstein Materials coming soon Lifetime Gifts and Reporting Instructor: Beth Shapiro Kaufman Don’t Undermine Your 709: Common…