Program 2

Friday, October 5, 2018

Program 2 Topics

Lifetime Gifting, Randy Randolph

Portability/Basis Planning, Amy Kanyuk

GRATs and QPRTs, Lou Nostro

Grantor Trusts/Valuation Planning/Sales to IDGTs, Diana Zeydel

Asset Protection, Barry Nelson

Charitable Planning (including CRT/CLTs), Brad Bedingfield

Panel on Private Foundations/Donor Advised Funds/Questions & Answers,
Brad Bedingfield and Lou Nostro