Class I, Session III

Monday, September 21, 2020 Settling and Fixing Trust Disputes and Problems by Modification and Reformation¬† Instructor: Margaret E. W. Sager Down the Rabbit Hole and Through the Looking Glass: The Wonderland of Trust Situs and Governing Law Giving Your Trust A Facelift: Trust Modification Change-Up to Fix-Up: Settling and Fixing Trust Disputes and Problems by…

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,…