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, if ever, Should an Attorney Serve as a Client’s Fiduciary: The Attorney as Fiduciary: Permissible Actions & Problem Areas
- When, if ever, Should an Attorney Serve as a Client’s Fiduciary PowerPoint
Planning for Retirement Benefits and Deferred Compensation
Instructor: Leonard J. Witman
Slicing and Dicing the Trustee’s Roles and Obligations with Directed Trusts
Instructor: Michael M. Gordon
Representing a Fiduciary
Instructor: Gregory J. Weinig
Do You Think Your Clients Don’t Need Life Insurance?
Instructor: Mary Ann Mancini