Program 1:

Thursday, July 25, 2024

Program 1 Topics:

The Use of Trusts, Ron Aucutt

Marital Deduction Planning, Daniela Ronchetti

Charitable Planning, Jeff Thede

Generation-Skipping Transfer Tax Planning, Beth Shapiro Kaufman

Creditor Protection Planning, Rust Tippett

Program 2:

Friday, July 26, 2024

Program 2 Topics:

Don’t Undermine your 709, Beth Shapiro Kaufman

Creditor Protection Planning II, Rust Tippett

Washington Update, Ron Aucutt

Significant Planning Issues for Ranchers and Farmers, Jim Walker

Grantor Trusts – Income Taxation and Planning, Mike Stiff

Drafting Engagement Letters, Connie Eyster

Program 3:

Saturday, July 27, 2024

Program 3 Topics:

Income Taxation of Trusts and Estates Part One & Two, Mickey Davis and Melissa Willms

Conveyancing Do’s and Don’ts, Tom Long

Resolving Trust Disputes, Greg MacKenzie

Portability and Disclaimer Trusts, Rust Tippett

Program 4:

Thursday, October 31, 2024

Program 4 Topics:

Coming Soon!

Program 5:

Friday, November 1, 2024

Program 5 Topics:

Coming Soon!

Program 6:

Saturday, November 2, 2024

Program 6 Topics:

Coming Soon!