CLASS I COURSE MATERIALS

Session II – Philadelphia Program 3 Course Materials¬†   Generation-Skipping Transfer Taxes Revisited Instructor: Ellen K. Harrison The Exemption from the Generation-Skipping Transfer Tax (“GST Exemption”): The Basics and Beyond   Insurance Products and Financing Insurance Instructor: Mary Ann Mancini   Planning for Retirement Benefits and Deferred Compensation Instructor: Leonard J. Witman Planning for Retirement/Deferred…