Friday, February 10, 2023
The Year in Review
Instructor: Steve Akers
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
Generation-Skipping Transfer Tax
Instructor: Steve Murphy