Program 1 Chair: Randal Caldwell The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Asset Protection Planning Instructor: Nancy Roush Asset Protection Charitable Planning with Retirement Assets Instructor: Chris Hoyt Make Your Charitable Estate Plan Great Again Make Your Charitable Estate Plan Great Again PowerPoint Planning for Retirement …
Program 2 Chair: Shannon Barks Life Insurance Instructor: Lawrence Brody Life Insurance – 18 of My “Favorite” Planning Mistakes You Should Avoid at All Costs Life Insurance – 18 of My “Favorite” Planning Mistakes You Should Avoid at All Costs PowerPoint Elder Law/Special Needs Instructor: Greg Kenyon Special Needs Trusts and Planning Alternatives Special Needs…
Program 3 Chair: Scott Malin Estate Planning for Blended Families Instructor: Elaine Bucher Estate Planning for Blended Families Estate Planning for Blended Families PowerPoint Dealing with Unique Assets – Business Interests, Digital Assets, Partnerships and Real Estate Instructor: Jeff Myers Dealing with Unique Assets – Mineral Interests Dealing with Unique Assets – Business Interets and…
Program 4 Chair: Tom Womack Will and Trust Contests and Litigation Overview Instructor: John Rogers Will and Trust Contests and Litigation Overview Jurisdiction, Venue, Service and Notice in Probate and Trust Proceedings Instructor: Daniel Wheeler Jurisdiction, Venue, Service and Notice in Probate and Trust Proceedings PowerPoint Discovery and Expert Witnesses Instructor: Robert Selsor Discovery and Expert…
Program 5 Chair: Stacey D. Spivey HOA Region-Panel Discussion of State Income Tax, State Estate and Gift Taxes, and Principal and Income Act Moderator: Cynda Ottaway Arkansas Iowa Iowa Inheritance Tax Rate Schedule Kansas Comparison of UPIA and KSUPIA Missouri Comparison of UPIA and MOUPIA Nebraska – Coming soon Oklahoma Fiduciary Income Taxation of Trusts and Estates and…
Program 6 Chair: James C. Milton Tax Apportionment Instructor: Trent Kiziah Tax Recovery Article Analysis of IRC Sec.2205-2207B Court Decisions Involving QTIPs and 2207A Preemption of Federal Tax Recovery Provisions Tax Apportionment PowerPoint ACTEC Tax Recovery State Analysis Tax Apportionment Examples Defending Reporting Positions and Tax Court Procedures Instructor: Stephanie Loomis-Price Trials & Tribulations: Defending Reporting Positions and…