SCHEDULE

The Inaugural class of the Mid-Atlantic Institute includes three two-day sessions:

Thursday, September 12, 2019 – New York City
Program 1
Estate and Business Succession Planning
PROGRAM 1 Topics

Friday, September 13, 2019 – New York City
Program 2
Wealth Transfer Strategies, Planning for a Blended Family
PROGRAM 2 Topics


Thursday, November 7, 2019 – Philadelphia 
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, November 8, 2019 – Philadelphia
Program 4
Estate and Gift Tax Returns, Charitable Planning
PROGRAM 4 Topics


Thursday, April 2, 2020 – Baltimore
Program 5
Fiduciary Tax Reporting; Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Friday, April 3, 2020 – Baltimore
Program 6
Ethical Challenges in the T&E Practice, The Latest in Fiduciary Litigation
PROGRAM 6 Topics