Program 2 Topics
Advanced Life Insurance Planning, David Pratt
Root and Wings: Structuring a Trust to Give Beneficiaries a chance a Chance at Success (Despite Inheriting Money), Amy Kanyuk
Family Limited Partnerships, Professor Phyllis Taite
Grantor Trusts/Valuation Planning/Sales to IDGTs, Diana Zeydel
Homstead, Jeff Baskies
Strategic Estate Planning Opportunities, Mark Parthemer
Charitable Planning, Brad Bedingfield
Panel on Private Foundations/Donor Advised Funds/Questions & Answers,
Brad Bedingfield and Lou Nostro
