Class I, Program 1

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…

Class I, Program 2

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  …

Class I, Program 4

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…

Class I, Program 3

The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond Instructor: Ellen K. Harrison The Exemption from the Generation-Skipping Transfer Tax (“GST Exemption”): The Basics and Beyond The Exemption from Generation-Skipping Transfer Tax: The Basics and Beyond PowerPoint   The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow When,…

CLASS I RESOURCES

Please click on the items below to download class information: Class Roster 2019-2020 Schedule for Class Participants Program 1 Schedule- Sep. 12 Program 2 Schedule – Sep. 13 Program 3 Schedule – Nov. 7 Program 4 Schedule – Nov. 8 POSTPONED – Program 5 Schedule – April 2 POSTPONED – Program 6 Schedule – April…