Program 2

Friday, September 29

Program 2 Topics

Gift Splitting, 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), Bryan Howard, Holly Norvell and Katherine E. Ramsey

Asset Protection Planning: Keeping Wealth in the Common- wealth, Avoiding Sticky Fingers in the Tar Heel State, or Volunteering for Trouble? (Part Two), Bryan Howard, Holly Norvell and Katherine E. Ramsey

Retirement Benefits Planning After the SECURE Act, Larry H. Rocamora

Planning for Nontraditional Families, Paula Kohut

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