Program 1 Chair: Emily Kembell
The Use of Trusts
Instructor: Ron Aucutt
Spousal Planning and Joint Spousal Trusts
Instructor: Bob Kirkland
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
Trust Modification and Decanting
Instructor: Doug Stanley
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