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
