Class I, Program 5

Thursday, September 15, 2022

Rights of Decedent’s Creditors

Instructor: John A. Terrill, II

• The Rights of the Decedent’s Creditors by John A. Terrill, II

Digital Assets and Documents

Instructor: Suzanne Brown Walsh

• Electronic Estate Planning Documents
• Fiduciary Access to Digital Assets
• Digital Assets and Documents

Private Foundations and Alternatives

Instructor: Brad Bedingfield

• Private Foundations and Alternatives

Fiduciary Income Tax

Instructor: Amy E. Heller

• NYCSR01A-#1321383-v2- UPDATED
• NYCSR01A-#1322970-v2-ACTEC_New_England_Fellows_Institute_Slides

Basics of Basis

Instructor: Kenneth P. Brier

• ACTEC NEFI Program Basics of Basis

Wealth Planning for the Modern Family

Instructor: R. Hugh Magill

• Magill Final 8.20.19 Second Revision
• Presentation