Class I, Program 3

Thursday, April 28, 2022

GST Basics

Instructor: Martin Hall

• Charitable Giving: Big Business – Big Benefits
• Charitable Giving PowerPoint

Asset Protection

Instructor: Dan Rubin

• Asset Protection

Retirement Assets

Instructor: Natalie Choate

• The Estate Planner’s Guide to The Treasury’s Proposed Regulations Regarding SECURE’s Changes to the Minimum Distribution Rules (and a Few Other Things)
• Trusts and The Proposed RMD Regulations

Directed Trusts

Instructor: Robert Sitkoff

• Making Directed Trusts Work: The Uniform Directed Trust Act*

Building and Sustaining a Successful Trust and Estates Practice

Instructors: Amy Kanyuk and Mark Christopher

• Building and Sustaining a Successful Trust and Estates Practice PowerPoint