Class I, Program 3

Thursday, February 9, 2023

Planning with and for Life Insurance

Instructor: Mary Ann Mancini

• SEFI Outline – What’s New What’s Different and What’s the Same in Split-Dollar

International Estate Planning

Instructor: Mark Williamson

• International Estate Planning – Substance, Procedure, and Professional Responsibility
• WPEO – Southeast Fellows Inst – INTERNATIONAL ESTATE PLANNING

Planning for Digital Assets

Instructor: Nick Djuric

• SEFI – Planning for Digital Assets

Grantor Trusts

Instructor: Professor Sam Donaldson

• Life-Changing Magic of Grantor Trusts
• The Life-Changing Magic of Grantor Trusts 2023

State Taxation of Estates and Trusts

Instructor: Carl King & Andrea Chomakos

• State Income Taxation
• A Review of the Landscape of State Income Taxation of Non-Grantor Trusts