Class III, Program 3

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…

Class III, Program 4

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…

Class III, Program 5

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…

Class III, Program 6

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…