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 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…