Class I, Program 4

Friday, February 11, 2022

Trust Investing

Instructor: Jeff Cooper

• Challenges in Trust Investing
• Prudent Investment of Trust Funds PowerPoint

Fiduciary Litigation

Instructors: Mark Swirbalus and Marshall Senterfitt

• An Overview of Estate and Trust Litigation
• Contesting Testamentary Transfers in Massachusetts

Income Tax Oddballs

Instructor: Ruth Mattson

• Income Tax Oddballs PowerPoint

Lifetime Asset Transfers

Instructor: Paul Lee

• Lifetime Asset Transfers: An Overview & QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts
• Lifetime Asset Transfers: An Overview & QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts PowerPoint

Review of State Estate Taxes in New England, and Recent Developments
in Estate Planning, Trust and Estate Administration

Instructor: Sara Wells

• Recent Developments in Estate Planning and Estate Taxes PowerPoint