Class III, Program 1

Program 1 Chair: Rachael Pirner The Use of Trusts Instructor: Ron Aucutt Trust Flexibility: Bend Me, Shape Me, Any Way You Want Me Instructors: Turney Berry and Bruce Stone Asset Protection Instructor: Scott Malin Spousal Planning and Joint Spousal Trusts Instructor: Bob Kirkland Drafting for Directed Trusts and its Practical Applications Instructor: Jack Challis Retirement Planning Instructor: Kathy Sherby

Class III, Program 2

Program 2 Chair: LeAnn Ellis Digital Assets Instructor: Josh Wiedemann Life Insurance/Viatical Settlements Instructor: Shannon Barks Ethics / Capacity Instructors: Kent Meyerhoff and Dr. Stephen L. Benson Elder Planning Instructor: Tim O’Sullivan Charitable Planning/Charitable Trusts Instructor: Larry Katzenstein Business Planning Instructor: Steve Gorin Estate Planning and Reproductive Technology Instructor: Rachael Pirner

Class III, Program 3

Program Three Chair: Dan Wintz The Sun that Rises also Sets, Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025 Sunset Instructor: Suzanne Shier The Future of AI in Digital Resurrection of the Deceased Planning Considerations Instructor: Victoria Haneman Probate and Trust Codes, Required Notices and Creditor Claims Instructor: David English Change-up the…

Class III, Program 4

Program Four Chair: Dan Young An Overview of Estate and Trust Litigation Instructor: John Rogers Decanting- Structuring to Minimize Disputes Instructor: Doug Stanley An Estate Planners Guide to Mineral Interests and Planning Techniques Instructor: Jeffrey Myers Representing Trustees and Executors and Managing Fiduciary Risk Instructors: Susan Snyder and David Blickenstaff Ethics, Malpractice and Representation of…

Class III, Program 5

Program Chair: Joshua P. Weidemann Welcome: Kathy Sherby Current Developments in Taxation Instructors: Ron Aucutt and Steve Akers Building and Sustaining Trust and Estate Practice Heart of America Fellows Institute Leadership Team: Chancellors: Shannon Barks, Jeff Peetz, Kathy Sherby Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation forEstate Planners Instructor: Paul S. Lee Fiduciary Income Tax…

Class III, Program 6

Program Chair: Emily Kembell Estate Tax Returns Instructor: George Karibjanian Corporate Transparency Act Instructor: Michael Breslow Tax Smart Charitable Gifts and Bequests with Retirement Assets Instructor: Christopher Hoyt 529 Plans Instructor: Susan L. Bart Generation Skipping Transfer Tax: Myths and Mysteries Instructor: Beth Shapiro Kaufman Defending Valuations on 706/709 Instructor: Stephanie Loomis-Price

CLASS III RESOURCES

Please click on the items below to download class information: Class III Roster Schedule for Class Participants Program 1 Schedule – December 7 Program 2 Schedule – December 8 Program 3 Schedule – February 22 Program 4 Schedule – February 23 Program 5 Schedule – May 9 Program 6 Schedule – May 10