Program 1:
Thursday, December 7, 2023
Program 1 Topics:
Use of Trusts, Ron Aucutt
Trust Flexibility: Bend Me, Shape Me, Any Way You Want Me, Turney Berry and Bruce Stone
Asset Protection, Scott Malin
Spousal Planning and Joint Spousal Trusts, Bob Kirkland
Drafting for Directed Trusts and its Practical Applications, Jack Challis
Retirement Planning, Kathy Sherby
Sponsors:
Program 2:
Friday, December 8, 2023
Program 2 Topics:
Digital Assets, Josh Wiedemann
Life Insurance/Viatical Settlements, Shannon Barks
Ethics / Capacity, Kent Meyerhoff and Dr. Benson
Elder Planning, Tim O’Sullivan
Charitable Planning/Charitable Trusts, Larry Katzenstein
Business Planning, Steve Gorin
Estate Planning and Reproductive Technology, Rachael Pirner
Sponsors:
Program 3:
Thursday, February 22, 2024
Program 3 Topics:
Sponsors:
Program 4:
Friday, February 23, 2024
Program 4 Topics:
Sponsors:
Program 5:
Thursday, May 9, 2024
Program 5 Topics:
Sponsors:
Program 6:
Friday, May 10, 2024
Program 6 Topics:
Sponsors: