Friday, February 11, 2022
Trust Investing
Instructor: Jeff Cooper
Fiduciary Litigation
Instructors: Mark Swirbalus and Marshall Senterfitt
Income Tax Oddballs
Instructor: Ruth Mattson
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