Program 1 Chair: Randal Caldwell
The Use of Trusts
Instructor: Ron Aucutt
Asset Protection Planning
Instructor: Nancy Roush
Charitable Planning with Retirement Assets
Instructor: Chris Hoyt
- Make Your Charitable Estate Plan Great Again
- Make Your Charitable Estate Plan Great Again PowerPoint
Planning for Retirement
Instructor: Robert Kirkland
- Saving Your Clients Retirement Assets – Recent Developments in Estate Planning for Retirement Assets
Private Foundations/Donor Advised Funds/CLTs
Instructor: Scott Blakesley
QPRTs and GRATs
Instructor: Paul Morf
Planning for Digital Assets
Instructor: Jennifer Davis