Program 1:

Thursday, February 10, 2022

Program 1 Topics:

The Use of Trusts, Ron Aucutt

Planning for Elderly & Disabled Clients, Lisa Neeley

Post-Mortem Planning, Bob Kirkland

Trusts Interests in Divorce, Megan Knox and Leiha Macauley

Topic of the Day, Jonathan Blattmachr

Alternative Dispute Resolution, Bob Goldman

Program 2:

Friday, February 11, 2022

Program 2 Topics:

GST Basics, Marc Bloostein

Decanting, Suma Nair

Marital Deduction Planning, Barbara Sloan

Business Succession Planning, Andrew Rothstein

Lifetime Gifts and Reporting, Beth Shapiro Kaufman

International Estate Planning, Todd Angkatavanich and Scott Bowman

Program 3:

Thursday, April 28, 2022

Program 3 Topics:

Charitable Giving, Martin Hall

Asset Protection, Dan Rubin

Retirement Assets, Natalie Choate

Directed Trusts, Robert Sitkoff

Building and Sustaining a Successful Trust and Estates Practice, Amy Kanyuk and Mark Christopher

Program 4:

Friday, April 29, 2022

Program 4 Topics:

Trust Investing, Jeff Cooper

Fiduciary Litigation, Mark Swirbalus and Marshall Senterfitt

Income Tax Oddballs, Ruth Mattson

Lifetime Asset Transfers, Paul Lee

Review of State Estate Taxes in New England, and Recent Developments in Estate Planning, Trust and Estate Administration, Sara Wells

Program 5:

Thursday, September 15, 2022

Program 5 Topics:

Coming soon

Program 6:

Friday, September 16, 2022

Program 6 Topics:

Coming soon