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 Dealing with Unique Assets – Mineral Interests…

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 Discovery and Expert Witnesses Instructor: Robert Selsor Discovery and Expert Witnesses in Estate Planning PowerPoint Change-Up to Fix-Up; Settling and Fixing Trust Disputes and Problems by Modification and Reformation Instructor:…

Class II, Program 5

Program Chair: Randal Caldwell Recent Developments Instructors: Ron Aucutt and Steve Akers Washington Update: Pending and Potential Administrative and Legislative Changes Estate Planning Current Developments The Top Ten Estate Planning and Estate Tax Developments of 2021 Defending Reporting Positions and Controversy Work Instructor: Stephanie Loomis-Price Countless Reasons the IRS Loves Challenging Transfer Tax Returns (and…

Class II, Program 6

Program Chair: Hugh Gill Post Mortem Tax Planning for A/B Trust Plans Instructor: Hugh Gill Irrevocable Trusts and Basis Issues: Problems and Solutions Fiduciary Income Tax Instructor: Janet Rae Montgomery Income Taxation of Trusts and Estates Income Taxation of Trusts and Estates PowerPoint Retirement Planning in the Light of the Proposed Regs -or- Planning for…