Class I, Program 1

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010.

The Use of Trusts
Instructor: Ron Aucutt

• The Use of Trusts

Marital Deduction and Portability
Instructor: Richard Franklin

• Final with Cite to Steve Leimberg – Jan 2014
• Marital Deduction and Portability 9-18-15 v2
• Portability and Second Marriages — Worth a Second Look, BNA Sept 2014

The Use of Lifetime Gifts
Instructor: Diana Zeydel

• Gift-Splitting – A Boondoggle or a Bad Idea – A Comprehensive Look at the Rules by DSCZ
• PowerPoint – Gift-Splitting A Boondoggle or a Bad Idea by DSCZ

Business Succession Planning
Instructor: Jerome L. Wolf

• Business Succession Planning – ACTEC

Asset Protection Planning
Instructor: Barry Nelson

• PowerPoint – Asset Protection & Estate Planning – Why not have both?
• PowerPoint handouts

Planning for Retirement/Deferred Comp
Instructor: Linda S. Griffin

• Planning with Retirement Plan Assets – 1
• Planning with Retirement Plan Assets – 2

Elder Law/Special Needs
Instructor: Rebecca Morgan

• Elder Law and Special Needs Planning – Fast Facts in Fifty Minutes