Thursday, November 17, 2022 Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning Instructor: Charles D. “Skip” Fox, IV Ethics Outline Ethics PowerPoint What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709 Instructor: Sarah B. Kahl What Can I Say Slides What Can I Say Except You’re…
Friday, November 18, 2022 The Midterm Elections Are Now Almost Over – Now What? Instructor: Edward Beckwith The Midterm Elections Are Now Almost Over PowerPoint Avoiding Trust Administration Mistakes Instructor: Jonathan G. Blattmachr Tax Effects of Decanting by Blattmachr Horn Zeydel ACTEC Mid Atlantic Program by Blattmachr Flexible Beneficiary Trusts ACTEC ACTEC MidAtlatic on Flexible…
Thursday, April 20, 2023 The Use of Trusts Instructor: Ron Aucutt The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow Slicing and Dicing the Trustee’s Roles and Obligationswith Directed Trusts Instructor: Michael M. Gordon Change-Up to Fix-Up: Settling Disputes and Fixing Problems By TrustModification and Reformation Instructor: Margaret E.W. Sager…
Friday, April 21, 2023 Planning for Life After Death: Laws of Succession vs. The New Biology Instructor: Joshua S. Rubenstein Navigating State Income Tax Instructor: Richard W. Nenno Rights of Creditors Following Debtor’s Death Instructor: John A. Terrill, II Making the Most of the Fiduciary Counsel Relationship Panelists: Leslie Gillin Bohner (Fiduciary Trust), Michelle Hong…