Class I, Program 2

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

• Engagement Agreements 

Charitable Planning (including CRTs)
Instructor: Larry Katzenstein

• A Planned Giving Primer 

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

• Who’s Your Daddy? PowerPoint