Class III, Program 1

Planning for Retirement/Deferred Compensation
Instructor: Bob Kirkland

• Saving Your Clients Retirement Savings – Recent Developments in EP for Retirement Assets

Elder Law/Special Needs
Instructor: Bernie Krooks

• Elder Law and Special Needs Planning
• Elder Law and Special Needs Planning PowerPoint

The Use of Trusts
Instructor: Ron Aucutt

• The Use of Trusts

Asset Protection Planning
Instructor: Barry Nelson

• Vicarious Liability
• Survey of Asset Protection Techniques Section 1 & 2
• Volunteer Appreciation List
• PowerPoint Presentation

Business Planning
Instructor: Danny Markstein

• Business Succession Planning For Family Businesses and Businesses Families

Marital Deduction Planning
Instructor: Al Golden

• Back to the Future – The Marital Deduction from Before ERTA to After ATRA

International Planning
Instructor: G. Warren Whitaker

• U.S. Tax Planning for Non-U.S. Persons and Trusts: An Introductory Outline (2016 edition)