Program 1:

Thursday, February 1, 2024

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

Directed Trusts, Robert Sitkoff

Alternative Dispute Resolution, Bob Goldman

Program 2:

Friday, February 2, 204

Program 2 Topics:

GST Basics, Marc Bloostein

Decanting, Suma Nair

Marital Deduction Planning, Barbara Sloan

Business Succession Planning, Andrew Rothstein

Gift Tax Return Preparation, Beth Shapiro Kaufman

Program 3:

Thursday, April 4, 2024

Program 3 Topics:

Charitable Giving, Martin Hall

Asset Protection, Dan Rubin

Retirement Assets, Natalie Choate

Lifetime Asset Transfers, Paul Lee

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

Program 4:

Friday, April 5, 2024

Program 4 Topics:

Trust Investing, Jeff Cooper

International Estate Planning, Todd Angkatavanich and Scott Bowman

Income Tax Oddballs, Ruth Mattson

Fiduciary Litigation, Mark Swirbalus, Marshall Senterfitt and Charlie Pieterse

Cultural Differences in Estate Planning, Chasity Grice

Program 5:

Thursday, September 5, 2024

Program 5 Topics:

Coming soon!

Program 6:

Friday, September 6, 2024

Program 6 Topics:

Coming soon!