Program 2

Friday, September 24, 2021

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

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