Class I, Program 3

Thursday, February 9, 2023 Planning with and for Life Insurance Instructor: Mary Ann Mancini International Estate Planning Instructor: Mark Williamson Planning for Digital Assets Instructor: Nick Djuric Grantor Trusts Instructor: Professor Sam Donaldson State Taxation of Estates and Trusts Instructor: Carl King & Andrea Chomakos

Class I, Program 4

Friday, February 10, 2023 The Year in Review Instructor: Steve Akers  Charitable Giving, CLTs & CRTs, Private Foundations & Donor Advised Funds Instructor: Margaret W. Scott, Edward Griggs and Alan F. Rothschild, Jr. Estate Tax Apportionment Instructor: Professor Jeff Pennell Generation-Skipping Transfer Tax Instructor: Steve Murphy

Class I, Program 5

Thursday, May 4, 2023 Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners Instructor: Paul S. Lee Outline Presentation Ethics Presentation Instructors: Mary Radford and Lee Osborne Outline Presentation Fiduciary Litigation Instructors: Elizabeth K. Arias, John N. Hutson, Jr., William L. Harbison, and John Midgett Booth v Shivers Avoiding Litigation Falls v Goldman Sachs…

Class I, Program 6

Friday, May 5, 2023 Reproductive Technology Instructor: Joshua Rubenstein Outline The Use of Trusts Instructor: Ronald D. Aucutt Outline Presentation Disclaimers Instructor: E. Diane Thompson Outline Key Regional Legal Developments: A Panel Discussion with the State Chairs Panelists: Nick Djuric, Chair (Georgia) Session III Key Regional Developments Georgia Chris Winton (West Virginia) WV Materials Thomas…