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