Class V, Program 1

Program 1 Chair: Jerry Wolf The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Marital Deduction Planning Instructor: Linda Suzzanne Griffin Estate Planning for Married Couples in a World with Portability and the Marital Deduction ​Business Planning Instructor: Danny Markstein/ Brian Sparks Business Succession Planning for Family Business…

Class V, Program 2

Program 2 Chair: Lou Nostro   Advanced Life Insurance Planning Instructor: David Pratt Life Insurance & Estate Planning: Tricks, Traps and Tools PowerPoint Root and Wings: Structuring a Trust to Give Beneficiaries a Chance at Success (Despite Inheriting Money) Instructor: Amy Kanyuk Roots and Wings – Structuring to Give Beneficiaries a Chance at Success, Despite…

CLASS V RESOURCES

Please click on the items below to download class information: Class Roster 2021-22 Schedule for Class Participants Program 1 Schedule – Sep. 23 Program 2 Schedule – Sep. 24 Program 3 Schedule – Feb. 24 Program 4 Schedule – Feb. 25 Program 5 Schedule – May 6 Program 6 Schedule – May 7 Certificate of…