Class III, Program 2

Status of Tax Reform & Other Current Tax Developments
Instructor: Lou Nostro

• Status of Tax Reform & Other Current Tax Developments
• Life After Tax Reform

Life Insurance
Instructor: Mary Ann Mancini

• Leveraging Premium Payments for Wealth Transfer

Lifetime Gifting
Instructor: John W. Randolph

• Lifetime Gifting: The Fundamentals and Traps for the Unwary*

QPRTs and GRATs
Instructor: Lee-Ford Tritt

• The Design and Administration of GRATs and QPRTs
• Lou Nostro’s PowerPoint Presentation

Grantor Trusts/Valuation Discount Planning/Sales to IDGTs
Instructor: David Pratt

• Sales to Grantor Trusts

Charitable Planning (including CRTs)
Instructor: Bill Gray

• The Design and Administration of GRATs and QPRTs

Private Foundations/Donor Advised Funds/CLTs
Instructors:  Bill Gray and Stephanie Casteel

Charitable Planning and Retirement Assets
Instructor: Stephanie Casteel

• Retirement Assets and Charitable Giving: Strategies, Traps and Solutions
• PowerPoint Presentation