The Use of Trusts Instructor: Ronald D. Aucutt The Use of Trusts The Use of Trusts PowerPoint Lifetime Asset Transfers: An Overview QPRTs, GRATs and the Fundamentals of Sales to Grantor Trusts Instructor: Paul S. Lee MAFI Technical Materials Cover Page Section 7.2 (Taxation of Completed Gifts) from Casner and Pennell Estate Planning Chapter…
Successful Marital Deduction Planning Instructor: Barbara A. Sloan Successful Marital Deduction Planning Representing Clients with Diminished Capacity: Addressing their Needs and Dealing with their Families Instructor: Bernard A. Krooks Representing Clients with Diminished Capacity Representing Clients with Diminished Capacity: Addressing their Needs and Dealing with their Families PowerPoint Waiver of Attorney Client Privilege …
Fiduciary Income Tax Basics and the Use of Internationally Defective Grantor Trusts Instructor: T. Randolph Harris Fiduciary Income Tax Basics Navigating State Income Taxes on Trusts and Their Beneficiaries Instructor: Richard W. Nenno Minimizing or Eliminating State Income Taxes on Nongrantor Trusts Minimizing or Eliminating State Income Taxes on Nongrantor Trusts PowerPoint Conquering…