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


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


Program 3:

Thursday, February 22, 2024

Program 3 Topics:


Program 4:

Friday, February 23, 2024

Program 4 Topics:


Program 5:

Thursday, May 9, 2024

Program 5 Topics:


Program 6:

Friday, May 10, 2024

Program 6 Topics: