Thursday, September 28, 2023 The Use of Trusts Instructor: Ronald D. Aucutt The Use of Trusts The Use of Trusts PowerPoint Problems with Martial Deduction Planning Instructor: Stuart B. Dorsett Problems with Marital Deduction Planning Problems with Marital Deduction Planning PowerPoint Ethical Rules in Working with Families Instructor: Joe M. Goodman Ethical Rules in Working with…
Friday, September 29, 2023 Gift Splitting Instructor: Diana S.C. Zeydel Gift Splitting Gift Splitting PowerPoint Asset Protection Planning: Keeping Wealth in the Common- wealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble? (Part One & Two) Instructors: Bryan Howard, Holly B. Norvell, & Katherine E. Ramsey Asset Protection Planning Thirteenth ACTEC…
Please click on the items below to download class information: Class Roster 2023-24 Schedule for Class Participants Program 1 Schedule – Sep. 28 Program 2 Schedule – Sept. 29 Program 3 Schedule – Feb. 8 Program 4 Schedule – Feb. 9 Program 5 Schedule – May 2 Program 6 Schedule – May 3