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 P. 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:

Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners, Paul S. Lee
Ethics: TBA, J. Lee Osborne and Mary Radford
Fiduciary Litigation, Elizabeth K. Arias, John N. Hutson, Jr., William L. Harbison, and John Midgett

Program 6:

May 5, 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