Program 1:

September 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 the Disabled Client, Kristen M. Lewis
GRATs, QPRTs, and Sales to an IDGT, William I. Sanderson

Program 2:

September 2022


Program 2 Topics:

Finding Basis, Howard Zaritsky
Asset Protection Planning, 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 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 2023


Program 4 Topics:

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

Program 5:

May 2023


Program 5 Topics:

The Fundamentals of Partnership Taxation Revisited, Paul S. Lee
Ethics: What Constitutes the Practice of Law, Virginia Grigg
Fiduciary Litigation, Elizabeth K. Arias, John N. Hutson, Jr., William L. Harbison, and John Midgett

Program 6:

May 2023


Program 6 Topics:

Reproductive Technology, Joshua Rubenstein
Consistent Basis Rules, Howard Zaritsky
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