Class III, Program 1

Program 1 Chair: Rachael Pirner

The Use of Trusts

Instructor: Ron Aucutt

• The Use of Trusts
• The Use of Trusts Presentation

Trust Flexibility: Bend Me, Shape Me, Any Way You Want Me

Instructors: Turney Berry and Bruce Stone

• Bend Me, Shape Me, Any Way You Want Me

Asset Protection

Instructor: Scott Malin

• Asset Protection Planning
• Asset Protection Planning Presentation

Spousal Planning and Joint Spousal Trusts

Instructor: Bob Kirkland

• Old Dog or New Trick – Evolution of Joint Trusts

Drafting for Directed Trusts and its Practical Applications

Instructor: Jack Challis

• Drafting for Directed Trusts and its Practical Applications Presentation

Retirement Planning

Instructor: Kathy Sherby

• The Devil is in the Details – Planning After the SECURE Act
• Comments on Proposed Regulations IRS REG-105954-20
• Comments of the American College of Trust and Estate Counsel (“ACTEC”) on Sections 107 and 327 of the SECURE 2.0 Act