Class II, Program 1

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…

Class II, Program 2

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…

Class II, Program 3

Thursday, February 8, 2024 Program 3 Chair: Dan Holbrook Recent Developments/Hot Topics Instructor: Steve Akers & Howard Zaritsky The Year in Review: An Estate Planner’s perspective on Recent Tax Developments – Outline The Year in Review: An Estate Planner’s perspective on Recent Tax Developments – Presentation Fiduciary Developments Instructor: Dana Fitzsimons The Past Year’s Significant, Curious,…

Class II, Program 4

Friday, February 9, 2024 Program Chair: Dan Holbrook Ethics and Professionalism Instructor: Mary Radford Small Groups Case Study for Small Group Discussion  Charitable Giving, CLTs & CRTs, Private Foundations & Donor Advised Funds Instructors: Margaret W. Scott & Edward Griggs The Charitable Deduction – Outline Benevolence vs. Bloodline: Creative Solutions Involving Charitable Lead Trusts and…

Class II, Program 5

Thursday, May 2, 2024 Program 5 Chair: Larry Rocamora Ethics Instructors: Mary Radford and Lee Osborne: Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning The Fundamentals of Partnership Taxation Revisited Instructor: Paul S. Lee Subchapter K(ryptonite) Outline (SEFI II 2024) Subchapter K(ryptonite) Slides (SEFI II 2024) Fiduciary Litigation (Part One…

Class II, Program 6

Friday, May 3, 2024 Program 6 Chair: Larry Rocamora Reproductive Technology Instructor: Joshua Rubenstein Planning for Life After Death: Laws of Succession VS. The New Biology  Four Weeks and a Funeral  Instructors: Tom Yates and Ellis Pretlow Four Weddings and a Funeral-Exhibits-SEFI Meeting May 2024 SEFI Meeting May 2024 -Four Weeks A Funderal-Checklist Attachment SEFI…

Class II Resources

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