SCHEDULE

Class II of the Mid-Atlantic Institute includes three two-day sessions:

Thursday, September 30, 2021 – Washington, D.C.
Program 1
Estate and Business Succession Planning
PROGRAM 1 Topics

Friday, October 1, 2021 – Washington, D.C.
Program 2
Wealth Transfer Strategies, Planning for a Blended Family
PROGRAM 2 Topics


Thursday, November 11, 2021 – Wilmington
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, November 12, 2021 – Wilmington
Program 4
Estate and Gift Tax Returns, Charitable Planning
PROGRAM 4 Topics


Thursday, April 7, 2022 – Princeton
Fiduciary Tax Reporting, Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Friday, April 8, 2022 – Princeton
Ethical Challenges in the T&E Practice, The Latest in Fiduciary Litigation
PROGRAM 6 Topics