Class V, Program 1

Program 1 Chair: Jerry Wolf

The Use of Trusts

Instructor: Ron Aucutt

• The Use of Trusts
• The Use of Trusts PowerPoint

Marital Deduction Planning

Instructor: Linda Suzzanne Griffin

• Estate Planning for Married Couples in a World with Portability and the Marital Deduction

​Business Planning

Instructor: Danny Markstein/ Brian Sparks

• Business Succession Planning for Family Business and Business Families 
• Business Succession Planning for Family Business and Business Families PowerPoint

International Estate Planning

Instructor: Dina Kapur Sanna

• Planning Opportunities and Pitfalls for International Estate Planners PowerPoint

Planning for Retirement Assets/SECURE Act

Instructor: Bob Kirkland

• The SECURE Act and Other Recent Developments in Estate Planning for Retirement Assets 

Elder Law/Special Needs

Instructor: Bernie Krooks

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

Asset Protection

Instructor: Barry Nelson

• Case Law Updates and Legislative Proposals
• Levels of Protection PowerPoint Slide