Thursday, October 12, 2023 Program 1 Chair: Amy Beller The Use of Trusts Instructor: Ronald D. Aucutt Course Materials Coming Soon! Marital Deduction Planning Instructor: Melissa Willms Course Materials Coming Soon! Planning for Retirement Assets/ SECURE Act Instructor: Bob Kirkland Course Materials Coming Soon! International Estate Planning Instructor: Dina Kapur Sanna Course Materials Coming Soon!…
Friday, October 13, 2023 Program 1 Chair: Lou Nostro GRAT & QPRT Planning Instructor: Richard Sherrill Course Materials Coming Soon! Planning for the Sunset of the Estate & Gift Tax Exemption Instructor: Jeff Baskies Course Materials Coming Soon! Strategic Estate Planning Opportunities Instructor: Mark Parthemer Course Materials Coming Soon! Grantor Trust Planning Instructor: Diana Zeydel Course…
Please click on the items below to download class information: Class Roster 2023-24 Schedule for Class Participants Program 1 Schedule – October 12 Program 2 Schedule – October 13 Program 3 Schedule – February 29 Program 4 Schedule – March 1 Program 5 Schedule – May 16 Program 6 Schedule – May 17