Program 1:

September 29, 2022


Program 1 Topics:

The Use of Trusts, Ron Aucutt
Problems with Marital Deduction Planning, Stuart B. Dorsett
Family Business Planning – A Broader Approach, Jos M. Goodman
Ethical Rules in Working with Families, Joe M. Goodman
Planning for Persons With Disabilities, Kristen M. Lewis
GRATs, QPRTs, and Sales to an IDGT, William I. Sanderson

Program 2:

September 30, 2022


Program 2 Topics:

Finding Basis, Howard Zaritsky
Asset Protection Planning: Keeping Wealth in the Commonwealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble?, Bryan Howard, Holly Norvell and Katherine E. Ramsey
Gift Splitting, Diana S. C. Zeydel
Retirement Benefits Planning After the SECURE Act, Larry H. Rocamora
Trust Modification and Decanting, Dan W. Holbrook, Farhad Aghdami, and James D. Spratt, Jr.

Program 3:

February 9, 2023


Program 3 Topics:

Planning with and for Life Insurance, Mary Ann Mancini
International Estate Planning, Mark Williamson
Planning for Digital Assets, Nick Djuric
Grantor Trusts, Professor Sam Donaldson
State Taxation of Estates and Trusts, Carl King and Andrea Chomakos

Program 4:

February 10, 2023


Program 4 Topics:

The Year in Review, Steve Akers
Charitable Giving, CLTs & CRTs, Private Foundations & Donor Advised Funds, Margaret W. Scott, Edward Griggs, and Alan F. Rothschild, Jr.,
Estate Tax Apportionment, Professor Jeff Pennell
Generation-Skipping Transfer Tax, Steve Murphy

Program 5:

May 4, 2023


Program 5 Topics:

Fundamentals of Partnership Tax Revisited, Paul S. Lee
Ethics Presentation, Mary Radford and Lee Osborne
Fiduciary Litigation, Elizabeth K. Arias, John N. Hutson, Jr., William L. Harbison, and John Midgett
Trust Modification and Decanting, Dan W. Holbrook, Farhad Aghdami, and James D. Spratt, Jr.

Program 6:

May 5, 2023


Program 6 Topics:

Reproductive Technology, Joshua Rubenstein
The Use of Trusts, Ronald D. Aucutt
Disclaimers, E. Diane Thompson
Key Regional Legal Developments: A Panel Discussion with the State Chairs, Farhad Aghdami, Nick Djuric, John Allevato, John M. Jolley, Kim Stogner, and Marshall Peterson
Engagement Letters, Anne McKinney