Class II, Program 1

Program 1 Chair: Emily Kembell

The Use of Trusts

Instructor: Ron Aucutt

• The Use of Trusts
• The Use of Trusts PowerPoint

Spousal Planning and Joint Spousal Trusts

Instructor: Bob Kirkland

• Old Dog or New Trick? The Evolution of Join Spousal Trusts in Today’s Estate Planning

IRA’s and Second Marriages

Instructor: Chris Hoyt

• Retirement Accounts in First and Second Marriages: The Fun Begins
• Retirement Accounts: Planning for Second Marriages PowerPoint

Asset Protection Planning

Instructor: Scott Malin

• Asset Protection Planning

Trust Modification and Decanting

Instructor: Doug Stanley

• Trust Modifications
• Trust Modifications PowerPoint

Issues with Trustee Releases & Legal Fees

Instructor: Dan Young

• Payment of Trustee Fees in Litigation
• Accountings, Assents, Releases, and Other Protections for Trustees
• Release of Trustee PowerPoint
• Trustee’s Attorney’s Fees PowerPoint

Planning for Digital Assets

Instructor: Jennifer Davis

• Planning for Clients with Digital Assets
• Planning for Clients with Digital Assets PowerPoint