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:

Coming soon!

Program 4:

Friday, April 5, 2024

Program 4 Topics:

Coming soon!

Program 5:

Thursday, September 5, 2024

Program 5 Topics:

Coming soon!

Program 6:

Friday, September 6, 2024

Program 6 Topics:

Coming soon!