Class I, Program 1

Class 1, Course Materials

Thursday, September 29, 2022 Instructor: Howard Zaritsky A Year in Review PPT A Year in Review Outline Use of Trusts Instructor: Ronald D. Aucutt Use of Trusts Use of Trusts Presentation Problems with Marital Deduction Planning Instructor: Stuart B. Dorsett Estate Planning for Married Couples Problems with Marital Deduction Planning Family Business Planning – A Broader…

Class I, Program 2

Class 1, Course Materials

Friday, September 30, 2022 Finding Basis Instructor: Howard Zaritsky Finding Basis Outline Finding Basis PPT Asset Protection Planning: Keeping Wealth in the Commonwealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble? Instructor: Bryan Howard, Holly Norvell and Katherine E. Ramsey Asset Protection Planning Volunteering for Trouble – Bryan Howard Asset Protection Planning…