Class IV, Program 2

Program 1 Chair: Lou Nostro Lifetime Gifting Instructor: Randy Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* Probability/Basis Planning Instructor: Amy Kanyuk Basis Banal? Basic? Benign? Bewildering? Portability Basis and Portability PowerPoint GRATs and QPRTs Instructor: Lou Nostro The Design and Asministrations of GRATs and QPRTs The Design, Funding, Administrtion Reporting & Repair…

Class II, Program 2

Program 1 Chair: Lou Nostro Lifetime Gifting Instructor: Randy Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* Probability/Basis Planning Instructor: Amy Kanyuk Basis Banal? Basic? Benign? Bewildering? Portability Basis and Portability PowerPoint GRATs and QPRTs Instructor: Lou Nostro The Design and Asministrations of GRATs and QPRTs The Design, Funding, Administrtion Reporting & Repair…

Class III, Program 2

Status of Tax Reform & Other Current Tax Developments Instructor: Lou Nostro Status of Tax Reform & Other Current Tax Developments Life After Tax Reform Life Insurance Instructor: Mary Ann Mancini Leveraging Premium Payments for Wealth Transfer Lifetime Gifting Instructor: John W. Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* QPRTs and GRATs…

Class I, Program 2

QPRTs and GRATS Instructor: Tasha Dickinson 2015 GRAT Article QPRT 2012 Irrevocable Trusts in Connection with Life Insurance Policies and the Use of Private Placement Life Insurance Instructor: Larry Brody Cover Sheet Part I: The Transfer Tax Consequences of the use of Life Insurance in Irrevocable Insurance Trusts Part II: Understanding UL and VUL Policies,…