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 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:…