Class III, Program 2

Program 2 Chair: LeAnn Ellis

Digital Assets

Instructor: Josh Wiedemann

• Digital Assets Outline
• Digital Assests Presentation

Life Insurance/Viatical Settlements

Instructor: Shannon Barks

• Life Insurance Planning

Ethics / Capacity

Instructors: Kent Meyerhoff and Dr. Stephen L. Benson

• Representing Clients With Diminished Capacity
• Representing Clients With Diminished Capacity Presentation

Elder Planning

Instructor: Tim O’Sullivan

• Long Term Care
• Long Term Care Presentation

Charitable Planning/Charitable Trusts

Instructor: Larry Katzenstein

• Planned Giving Primer

Business Planning

Instructor: Steve Gorin

• Business Planning Minimizing Tax on Annual Operations

Estate Planning and Reproductive Technology

Instructor: Rachael Pirner

• Art Adoption and Estate Planning outline
• Art Adoption and Estate Planning Presentation
• Art Adoption and Estate Planning Handout