Class I, Program 1

Thursday, September 29, 2022

Instructor: Howard Zaritsky

A Year in Review PPT

A Year in Review Outline

Use of Trusts

Instructor: Ronald D. Aucutt

• Use of Trusts
• Use of Trusts Presentation

Problems with Marital Deduction Planning

Instructor: Stuart B. Dorsett

• Estate Planning for Married Couples
• Problems with Marital Deduction Planning

Family Business Planning – A Broader Approach

Instructor: Joe M. Goodman

• Family Business Needs You

Ethical Rules in Working with Families

Instructor: Joe M. Goodman

• Ethical Rules for Multi Disciplinary Family Wealth and Estate Planning

Planning for Persons With Disabilities

Instructor: Kristen M. Lewis

• 2022 Planning for Persons with Disabilities w Appendix Articles

GRATs, QPRTs, and Sales to an IDGT

Instructor: William I. Sanderson

• GRATs, QPRT, and Sales to Grantor Trusts
• Here Comes the Freeze: GRATs, QPRTs, and Sales to Grantor Trusts