Friday, September 29, 2023
Gift Splitting
Instructor: Diana S.C. Zeydel
Asset Protection Planning: Keeping Wealth in the Common- wealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble? (Part One & Two)
Instructors: Bryan Howard, Holly B. Norvell, & Katherine E. Ramsey
- Asset Protection Planning
- Thirteenth ACTEC Comparison of the Domestic Asset Protection Trust Statues
- Asset Protection Planning Sticky Fingers in the Tar Heel State
- Asset Protection Planning PowerPoint
Retirement Benefits Planning After the SECURE Act
Instructor: Larry H. Rocamora
- The Evolution of the SECURE Act: Proposed Regulations and SECURE 2.0
- The Evolution of the SECURE Act: Proposed Regulations and SECURE 2.0 – PowerPoint
- Exhibit I
- Exhibit II
- Exhibit III
- Exhibit IV
- Exhibit V
- Exhibit VI
- Exhibit VII
- Exhibit VIII
Planning for Nontraditional Families
Instructor: Paula A. Kohut