Program 3:

February 8, 2024

 

Program 3 Topics:

Recent Developments/Hot Topics, Steve Akers & Howard Zaritsky

Planning with and for Life Insurance, Mary Ann Mancini

International Estate Planning, Mark Williamson

Grantor Trusts Professor, Sam Donaldson

Planning for Digital Assets, Nick Djuric

Planning for Persons With Disabilities, Kristen M. Lewis

Program 4:

February 9, 2024

 

Program 4 Topics:

Ethics and Professionalism, Mary Radford

Charitable Giving, CLTs & CRTs, Private Foundations & Donor Advised Funds, Margaret P. Scott & Edward Griggs

Don’t Undermine Your 709, Beth Kaufman

Generation-Skipping Transfer Tax, Steve Murphy