Class II, Program 2

Program Chair: Doug Stanley

Ethics

Instructor: John Challis

• Getting Paid the Right Way: Ethical Issues Related to Attorneys’ Fees PowerPoint
• Appendix

Estate Planning and Reproductive Technology

Instructor: Rachael Pirner

• Who Are Your Per Stripes?

Retirement Planning including the Secure Act

Instructor: Kathleen Sherby

• How Secure Are Your Clients? Planning For Distributions of Retirement Plans After the Secure Act
• How SECURE is Your Planning After the SECURE Act PowerPoint
• Request for Guidance from Treasury on Section 401 of the SECURE Act, Part 1
• Request for Guidance from Treasury on Section 401 of the SECURE Act, Part 2

Life Insurance

Instructor: Lawrence Brody

• So, You Think You Know How to Value A Life Insurance Policy? Think Again!
• So, You Think You Know How to Value A Life Insurance Policy? Think Again! PowerPoint

Charitable Planning (including CRTs)

Instructor: Larry Katzenstein

• A Charitable Remainder Trust Primer

Strategic Planning for Businesses after 2020 Elections

Instructor: Steve Gorin

• Strategic Planning for Businesses after 2020 Elections
• Strategic Planning for Businesses after 2020 Elections PowerPoint

Estate Planning with Discounts

Instructor: Paul Morf

• Grantor Retained Annuity Trusts (GRATs), Installment Sales to “Intentionally Defective” Grantor Trusts, Charitable Lead Annuity Trusts (CLATs), Qualified Personal Residence Trusts (QPRTs)