Class I, Program 4

Friday, February 10, 2023

The Year in Review

Instructor: Steve Akers 

• Hot Topics Current Developments

Charitable Giving, CLTs & CRTs, Private Foundations & Donor Advised Funds

Instructor: Margaret W. Scott, Edward Griggs and Alan F. Rothschild, Jr.

• CLTs and CRTS OUTLINE
• Charitable Lead Trusts and Charitable Remainder Trusts
• ACTEC Outline 2023 – Rothschild
• Private Foundations and Donor Advised Funds

Estate Tax Apportionment

Instructor: Professor Jeff Pennell

• Tax Payment 2023

Generation-Skipping Transfer Tax

Instructor: Steve Murphy

• GST Tax PPT
• GST Tax – Outline