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:
Coming soon
Sponsors:
Program 6:
Friday, September 16, 2022
Program 6 Topics:
Coming soon
Sponsors: