Class III, Program 1

Thursday, September 15, 2022 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments Instructor: Howard Zaritsky SE Regional.YIR Outline SE Regional.YIR PP The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond Instructor: Beth Shapiro Kaufman Cover note for MAFI materials 2022 GST Tax Outline (2017) – Prof. David Powell, for MAFI MAFI Problem…

Class III, Program 2

Friday, September 16, 2022 Lifetime Asset Transfers: An Overview Instructor: Paul S. Lee Combined Materials for Lifetime Asset Transfers Lifetime Transfers Slides Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners Instructor: Paul S. Lee Subchapter (K)ryptonite Outline Conquering Subchapter K(ryptonite) Slides The Baker’s Dozen – “13 Things You May Not Know about Preparing a Federal…

Class II, Program 1

Thursday, September 30, 2021 Current Federal Tax Developments Instructor: Jonathan G. Blattmachr A Year in Review: An Estate Planner’s Perspective on Recent Tax Developments Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective Instructor: Jonathan G. Blattmachr, Beth Shapiro Kaufman and Ronald D. Aucutt Washington Update Pending and Potentials Administrative and Legislative…

Class II, Program 2

Friday, October 1, 2021 Planning for Retirement Benefits and Deferred Compensation Instructor: Leonard J. Witman Retirement Assets in a Post Secure, Cares Acts & COVID 19 World Preparing Bullet-Proof Gift Tax Returns Instructor: Anne J. O’Brien Preparing Bullet-Proof Gift Tax Returns From Gift Splitting to Hair Splitting: Improving Your Odds in the Audit Lottery PowerPoint…

Class II, Program 3

Thursday, November 11, 2021 Representing a Fiduciary Instructor: Gregory J. Weinig Representing Fiduciaries Representing Fiduciaries PowerPoint The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow When, If Ever, Should an Attorney Serve as a Client’s Fiduciary When, If Ever, Should An Attorney Serve as a Client’s Fiduciary PowerPoint Slicing and…

Class II, Program 4

Friday, November 12, 2021 QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts Instructor: Kimberly Gill McKinnon QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts PowerPoint Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Businesses Instructor: Vincent C. Thomas…

Class II, Program 5

Thursday, April 7, 2022 Using Technology to Streamline Your Practice Instructor: Andrew J. DeMaio Using Technology to Streamline Your Practice Planning for Digital Assets and Cryptocurrency Instructor: Karen A. Fahrner Planning for Digital Assets Estate Planning for Digital Assets and Cryptocurrency PowerPoint The Rights of the Decedent’s Creditors Instructor: John A. Terrill, II The Rights…

Class II, Program 6

Friday, April 8, 2022 Trends and Predictions for Fiduciary Litigation Instructor: Steven K. Mignogna and W. Donald Sparks, II Seven Deadly Claims Trends and Predictions for Fiduciary Litigation PowerPoint News and Views that You can Use: Practical Suggestions from Current and Future Headlines Instructors: Chancellors and Deans News and Views that You can Use: Practical…

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…