Friday, September 30, 2022
Instructor: Howard Zaritsky
Asset Protection Planning: Keeping Wealth in the Commonwealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble?
Instructor: Bryan Howard, Holly Norvell and Katherine E. Ramsey
- Asset Protection Planning Volunteering for Trouble – Bryan Howard
- Asset Protection Planning Sticky Fingers In the Tar Heel State – Holly Norvell
- Asset Protection in Virginia EP – Katherine Ramsey
- Slide Deck for SEFI Asset Protection Planning Panel
Instructor: Diana S.C. Zeydel
Instructor: Mary Radford
Retirement Benefits Planning After the SECURE Act
Instructor: Larry H. Rocamora
- Retirement Benefits Planning After the SECURE Act
- Retirement Benefits Planning After the SECURE Act PPT
Trust Modification and Decanting
Instructor: Dan W. Holbrook, Farhad Aghdami, and James D. Spratt, Jr.
- Trust Modification and Decanting – Cover Page
- TN Outline – Dan W. Holbrook
- TN Materials – Dan W. Holbrook
- Summaries of Decanting Statutes (002) – Dan W. Holbrook
- Tax Effects of Decanting – Dan W. Holbrook
- Decanting Outline – Farhad Aghdami
- Southeast Fellows Institute 2022 – James D. Spratt, Jr.
- Southeast Fellows Institute Slides – James D. Spratt, Jr.