Class I, Program 1

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

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…

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 P. Scott, Edward Griggs and Alan F. Rothschild, Jr. Estate Tax Apportionment Instructor: Professor Jeff Pennell Generation-Skipping Transfer Tax Instructor: Steve Murphy

Class I Resources

Please click on the items below to download class information: Class Roster 2022-23 Schedule for Class Participants Program 1 Schedule – Sep. 29 Program 2 Schedule – Sept. 30 Program 3 Schedule – Feb. 9 Program 4 Schedule – Feb. 10 Program 5 Schedule – May 4 Program 6 Schedule – May 5 Certificate of…