Program 1 Chair: Jerry Wolf
The Use of Trusts
Instructor: Ron Aucutt
Marital Deduction Planning
Instructor: Jill Miller
- Estate Planning for Married Couples
- Sample Letter of Wishes Template
- Sample Letter of Wishes with Instructions
- Historical and Future Federal Estate Tax Exemptions and Rates
Business Planning
Instructor: Danny Markstein
- Business Succession Planning For Family Businesses and Business Families
- Business Succession Planning For Family Businesses and Business Families PowerPoint
International Planning
Instructor: G. Warren Whitaker
Planning for Retirement/Deferred Compensation
Instructor: Bob Kirkland
Elder Law/Special Needs
Instructor: Bernie Krooks
IRC Section 199A
Instructor: Steve Gorin