Class II, Program 1

Class 2, Course Materials

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

Class 2, Course Materials

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…