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
Sponsors:
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
Sponsors:
Program 3:
Thursday, February 11, 2021
Program 3 Topics:
Coming soon
Sponsors:
Program 4:
Friday, February 12, 2021
Program 4 Topics:
Coming soon
Sponsors:
Program 5:
Thursday, April 22, 2021
Program 5 Topics:
Coming soon
Sponsors:
Program 6:
Friday, April 23, 2021
Program 6 Topics:
Coming soon
Sponsors: