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
Sponsors:
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
Sponsors:
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
Sponsors:
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
Sponsors:
Program 5:
Thursday, September 15, 2022
Program 5 Topics:
Rights of Decedent’s Creditors, Jack Terrill
Digital Assets and Documents, Suzy Brown Walsh
Private Foundations and Alternatives, Brad Bedingfield
Fiduciary Income Tax, Amy Heller
Basics of Basis, Ken Brier
Wealth Planning for the Modern Family, R. Hugh Magill
Sponsors:
Program 6:
Friday, September 16, 2022
Program 6 Topics:
Current Developments, Steve Akers and Ron Aucutt
Technology to Streamline Your Practice, Andy DeMaio
Ethical Considerations in Estate Planning, Sara Goldman Curley
Current Issues in Trust Administration, Eric Hayes and Thomas Jalkut
Grantor Trusts, Sam Donaldson
Sponsors: