Thursday, November 17, 2022
Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning
Instructor: Charles D. “Skip” Fox, IV
Ethics Outline
Ethics PowerPoint
What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709
Instructor: Sarah B. Kahl
What Can I Say Except You’re Welcome
Our Brave New World: Crypto Assets – Regs and Risks
Instructor: Kim A. Fahrner and Ross E. Bruch
The Essential Charitable Planner
Instructor: Edward Jay Beckwith
The Essential Charitable Planner
What Estate Planning Attorneys and Financial Professionals Should Know About Medicaid Planning
Instructor: Robert C. Gerhard III
What Estate Planning Professionals Should Know about Medicaid Planning
Estate Planning Attorneys and Medicaid
Understanding the Dynamics of Building and Sustaining a Successful Private Wealth Practice
Instructor: Peter S. Gordon, Margaret E.W. Sager and Lynn B. Sassin
Building Sustaining a Successful Trusts and Estates Practice