Program 2 Chair: Lou Nostro
Advanced Life Insurance Planning
Instructor: David Pratt
Root and Wings: Structuring a Trust to Give Beneficiaries a Chance at Success (Despite Inheriting Money)
Instructor: Amy Kanyuk
- Roots and Wings – Structuring to Give Beneficiaries a Chance at Success, Despite Inheriting Money
- Taxation of Grantor Trusts after Divorce
- Roots and Wings PowerPoint
Homestead
Instructor: Jeff Baskies
Charitable Planning
Instructor: Brad Bedingfield
Strategic Estate Planning Opportunities
Instructor: Diana Zeydel and Mark Parthemer
- Strategic Estate Planning Opportunities PowerPoint
- Strategic Estate Planning for Another Year of Change
Planning for Business Owners & Trusts in Light of Changing Income Rates
Instructor: Steve Gorin
- Planning for Business Owners & Trusts in Light of Changing Income Rates
- Planning for Business Owners & Trusts in Light of Changing Income Rates PowerPoint