Class II, Program 1

Program 1 Chair: Emily Kembell The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Spousal Planning and Joint Spousal Trusts Instructor: Bob Kirkland Old Dog or New Trick? The Evolution of Join Spousal Trusts in Today’s Estate Planning IRA’s and Second Marriages Instructor: Chris Hoyt Retirement Accounts in…

Class II, Program 2

Program Chair: Doug Stanley Ethics Instructor: John Challis Getting Paid the Right Way: Ethical Issues Related to Attorneys’ Fees PowerPoint Appendix Estate Planning and Reproductive Technology Instructor: Rachael Pirner Who Are Your Per Stripes? Retirement Planning including the Secure Act Instructor: Kathleen Sherby How Secure Are Your Clients? Planning For Distributions of Retirement Plans After…

Class II, Program 3

Program Chair: Stacey D. Spivey Estate Planning for Blended Families Instructor: Elaine Bucher I Do, Act II: Estate Planning for Second Marriages I Do, Act II: Estate Planning for Second Marriages PowerPoint Dealing with Unique Assets – Business Interests, Digital Assets, Partnerships and Real Estate Instructor: Jeff Myers Coming soon! Probate and Trust Codes, Required…

Class II, Program 4

Program Chair: Allison J. Cornwell Drafting and Strategy to Avoid Litigation Instructor: Charles Redd Malpractice in Estate Planning: Some Guidance on How to Avoid It Change-Up to Fix-Up; Settling and Fixing Trust Disputes and Problems by Modification and Reformation Instructor: Bradley Terebelo Giving Your Trust a Facelift: Trust Modification Down the Rabbit Hole and Through…

CLASS II RESOURCES

Please click on the items below to download class information: Class Roster 2021 Schedule for Class Participants Program 1 Schedule – Aug. 26 Program 2 Schedule – Aug. 27 Program 3 Schedule – Oct. 21 Program 4 Schedule – Oct. 22 Program 5 Schedule – Dec. 2 Program 6 Schedule – Dec. 3 Certificate of…