Program 1:

Thursday, November 5, 2020

Program 1 Topics:

The Use of Trusts, Ron Aucutt

Marital Deduction Planning, Barbara Sloan

Retirement Assets, Natalie Choate

Trusts Interests in Divorce, Megan Knox and Leiha Macauley

GRATs and Sales to Grantor Trusts, Jonathan Blatmachr

Program 2:

Friday, November 6, 2020

Program 2 Topics:

Lifetime Asset Transfers, Paul Lee

GST Basics, Marc Bloostein

Planning for Elderly & Disabled Clients, Brad Gallant

Business Succession Planning, Andrew Rothstein

Issues with the Preparation of Gift Tax Return, Beth Shapiro Kaufman

International Estate Planning, Todd Angkatavanich and Scott Bowman


Program 3:

Thursday, February 11, 2021

Program 3 Topics:

Coming soon


Program 4:

Friday, February 12, 2021

Program 4 Topics:

Coming soon


Program 5:

Thursday, April 22, 2021

Program 5 Topics:

Coming soon


Program 6:

Friday, April 23, 2021

Program 6 Topics:

Coming soon