Session 1 - Planning Ideas Worth Stealing - Slides
Session 2 - Survive and Thrive with Trust Act 25 - Outline - Slides - ACT
Session 3 - Settlors Intent - Outline - Slides
Session 4 - Ethical Issues - Outline - Slides
Session 5 - International Clients - Slides
Session 6 - Jurisdictional Alternatives - Slides - Chart
Day 2
Session 1 - Irrevocable Trusts - Outline - Slides
Session 2 - Tax Law Highlights - Slides
Session 3 - Trust Litigation - Slides
Session 4 - Mental Illness - Slides
Session 5 - Foreign Trusts - Slides
Session 6 - Tax Controversy - Slides
Session 7 - AI Fraud - Slides
On Demand 1 - Trust Disasters - Slides
On Demand 2 - Purpose Trusts - Slides
On Demand 3 - Unique Assets - Slides