Class IV, Program 1

Program 1 Chair: Jerry Wolf The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Marital Deduction Planning Instructor: Jill Miller Estate Planning for Married Couples Sample Letter of Wishes Template Sample Letter of Wishes with Instructions Historical and Future Federal Estate Tax Exemptions and Rates ​Business Planning Instructor:…

Class II, Program 1

Program 1 Chair: Jerry Wolf The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint  Marital Deduction Planning Instructor: Jill Miller Estate Planning for Married Couples  Sample Letter of Wishes Template  Sample Letter of Wishes with Instructions Historical and Future Federal Estate Tax Exemptions and Rates  ​Business Planning Instructor:…

Class III, Program 1

Planning for Retirement/Deferred Compensation Instructor: Bob Kirkland Saving Your Clients Retirement Savings – Recent Developments in EP for Retirement Assets Elder Law/Special Needs Instructor: Bernie Krooks Elder Law and Special Needs Planning Elder Law and Special Needs Planning PowerPoint The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Asset Protection Planning Instructor: Barry…

Class I, Program 1

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010. The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Marital Deduction and Portability Instructor: Richard Franklin Final with Cite to Steve Leimberg – Jan 2014 Marital Deduction and Portability 9-18-15 v2 Portability and…