Program 2 Chair: Shannon Barks
Life Insurance
Instructor: Lawrence Brody
- Life Insurance – 18 of My “Favorite” Planning Mistakes You Should Avoid at All Costs
- Life Insurance – 18 of My “Favorite” Planning Mistakes You Should Avoid at All Costs PowerPoint
Elder Law/Special Needs
Instructor: Greg Kenyon
- Special Needs Trusts and Planning Alternatives
- Special Needs Trusts and Planning Alternatives PowerPoint
Thorny Planning Issues in Light of Tax Reform
Instructor: Kathleen Sherby
- Thorny Planning Issues in Light of Tax Reform
- Thorny Planning Issues in Light of Tax Reform PowerPoint
Engagement Letters and Ethics
Instructor: Jeffery Peetz
Charitable Planning (including CRTs)
Instructor: Larry Katzenstein
Business Planning
Instructor: Steve Gorin
- Choice of Entity In Light of 2017 Tax Law Changes
- Choice of Entity In Light of 2017 Tax Law Changes PowerPoint
Estate Planning and Reproductive Technology
Instructor: Rachel Pirner