Class I, Program 3

Saturday, July 27, 2024 Program Chair: Rust Tippett Income Taxation of Trusts and Estates Part One Instructor: Mickey Davis and Melissa Willms Course Materials Coming Soon! Income Taxation of Trusts and Estates Part Two Instructor: Mickey Davis and Melissa Willms Course Materials Coming Soon! Conveyancing Dos and Don’ts Instructor: Tom Long Course Materials Coming Soon!…

Class I, Program 2

Friday, July 26, 2024 Program Chair: Elaine Gagliardi Don’t Undermine your 709 Instructor: Beth Shapiro Kaufman Course Materials Coming Soon! Creditor Protection Planning II Instructor: Rust Tippett Course Materials Coming Soon! Washington Update Instructor: Ron Aucutt Course Materials Coming Soon! Significant Planning Issues for Ranchers and Farmers Instructor: Jim Walker Course Materials Coming Soon! Grantor…

Class I, Program I

Thursday, July 25, 2024 Program Chair: Jim Walker The Use of Trusts Instructor: Ron Aucutt The Use of Trusts – Outline Marital Deduction Planning Instructor: Daniela Ronchetti Course Materials Coming Soon! Charitable Planning Instructor: Jeff Thede Charitable Planning – Outline Generation-Skipping Transfer Tax Planning Instructor: Beth Shapiro Kaufman Course Materials Coming Soon! Creditor Protection Planning…

CLASS I RESOURCES

Please click on the items below to download class information: Class Roster 2024 Schedule for Class Participants Program 1 Schedule – July 25 Program 2 Schedule – July 26 Program 3 Schedule – July 27 Program 4 Schedule – October 31 Program 5 Schedule – November 1 Program 6 Schedule – November 2