Status of Tax Reform & Other Current Tax Developments
Instructor: Lou Nostro
Life Insurance
Instructor: Mary Ann Mancini
Lifetime Gifting
Instructor: John W. Randolph
QPRTs and GRATs
Instructor: Lee-Ford Tritt
Grantor Trusts/Valuation Discount Planning/Sales to IDGTs
Instructor: David Pratt
Charitable Planning (including CRTs)
Instructor: Bill Gray
Private Foundations/Donor Advised Funds/CLTs
Instructors: Bill Gray and Stephanie Casteel
Charitable Planning and Retirement Assets
Instructor: Stephanie Casteel