Class II, Program 1

Thursday, September 28, 2023

The Use of Trusts

Instructor: Ronald D. Aucutt

• The Use of Trusts
• The Use of Trusts PowerPoint

Problems with Martial Deduction Planning

Instructor: Stuart B. Dorsett

• Problems with Marital Deduction Planning
• Problems with Marital Deduction Planning PowerPoint

Ethical Rules in Working with Families

Instructor: Joe M. Goodman

• Ethical Rules in Working with Families 
• Ethical Rules in Working with Families PowerPoint

State Taxation of Estates and Trusts

Instructors: Carl L. King & Andrea Chomakos

• State Taxation of Estates and Trusts
• State Taxation of Estates and Trusts PowerPoint

GRATs, QRPTs and Sales to an IDGT

Instructor: William I. Sanderson

• GRATs, QRPTs and Sales to an IDGT
• GRATs, QRPTs and Sales to an IDGT PowerPoint

Trust Modification and Decanting 

Instructors: Dan W. Holbrook & Farhad Aghdami

• Trust Modification and Decanting 
• Chart – Fixing Problems with Irrevocable Trusts
• Decanting Outline 
• Trust Modification and Decanting Presentation with UTC(47143544.1)