|
___ CDs 1,2
|
FUNDAMENTALS PROGRAM - Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners - Paul S. Lee ($30.00)
|
|
___ CDs 3,4,5
|
Recent Developments 2021/2022 – Turney P. Berry w Jonathan G. Blattmachr - Carlyn S. McCaffrey ($30.00)
|
|
TUESDAY, MARCH 29, 2022
|
|
___ CD 6
|
Perplexing and Prescient Partnership Tax Planning Possibilities – Paul S. Lee ($10.00)
|
|
___ CD 7
|
Sincerity in Error – Common Errors and the Ethics of Correction - Lauren J. Wolven – Stephanie Loomis-Price ($10.00)
|
|
___ CD 8
|
A View from the Trenches – Current Issues in Estate and Gift Tax Audits and Litigation - John W. Porter ($10.00)
|
|
___ CD 9
|
“Deserve’s Got Nothing to Do with It” - Deconstructing the Self-Dealing Rules for Private Foundations - Brad Bedingfield ($10.00)
|
|
___ CD 28
|
Don’t Be “Lost in Translation” – A Practical Guide to Estate Administration Involving Foreign Assets and Beneficiaries - Akane R. Suzuki ($10.00)
|
|
___ CDs 11,12
|
Ethics and Professionalism in Today’s Society: How to Discuss, Address and Promote Diversity, Equity and Inclusion in Your Trusts and Estates Practice and with Your Clients - Steven K. Mignogna w Gerard G. Brew w Crystal West Edwards Terrence M. Franklin - Richard W. Nenno ($10.00)
|
|
WEDNESDAY, MARCH 30, 2022
|
|
___ CD 13
___ CD 27
___ CD 15
|
One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples - Terry L. Turnipseed ($10.00)
Everything’s Up to Date in Rapid City: New Norms in Trust Law - M. Read Moore ($10.00)
Question and Answer Panel – Turney P. Berry – Jonathan G. Blattmachr – Carlyn S. McCaffrey
|
|
__ CDs 16,17,18
|
FUNDAMENTALS PROGRAM Elder Law and Special Needs Planning - Bernard A. Krooks - Robert B. Fleming ($30.00)
|
|
|
CONCURRENT SESSIONS ($20.00)
|
|
___ CDs 19,20
|
Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases - Dana G. Fitzsimons Jr.
|
|
___ CDs 30,31
|
So You Think You Can Dance? The Ethics of Fixing Bad Moves - Lauren J. Wolven - Stephanie Loomis-Price - Stephanie Perry
CONCURRENT SESSIONS ($20.00)
|
|
___ CDs 34,35
|
Around the World in 90 Minutes - Selected Issues in Cross-Border Estate Administration - Akane R. Suzuki - Leigh-Alexandra Basha - Michelle Graham w R. Ray Rubin
|
|
___ CDs 25,26
|
Domestic Private Placement Life Insurance – It Ain’t So Private Any More - Mary Ann Mancini - Lawrence Brody - Mike Cohn
|
|
THURSDAY, MARCH 31, 2022
|
|
___ CD 14
___ CD 10
|
When Charity Does Not End at Home – Options for Tax-Effective International Giving - Martin Hall ($10.00)
Succession Planning for the Closely Held Business: Universally Unique - Joshua E. Husbands ($10.00)
|
|
___ CD 29
|
It Seemed Like a Good Idea at the Time: Making Changes to an Irrevocable Trust - Charles A. Redd ($10.00)
CONCURRENT SESSIONS ($20.00 each)
|
|
___ CDs 21,22
|
“Mountains Are Not Fair or Unfair - They Are Just Dangerous” - Practical Tips for Scaling the Self-Dealing Rules for Private Foundations - Brad Bedingfield - Neil T. Kawashima - Elinor Ramey
|
|
___ CDs 23,24
|
Finding the Success in Succession - Joshua E. Husbands - Steven B. Gorin - Cristin Conley Keane - Melissa J. Willms
|
|
___ CDs 36-37
|
CONCURRENT SESSIONS ($20.00 each)
State Income Taxation of Trusts: Even Florida Practitioners Should Know This Stuff! - Richard W. Nenno - Matt Brown - Toni Ann Kruse - Karin Prangley - Vincent C. Thomas
|
|
___ CDs 38,39
|
How to Marry a Millionaire (And Where to Live While You’re Married)—A Practical Discussion of How Elective Share and Other Testamentary Restrictions Can Impact Estate Planning - Jonathan Lasley - Suzanne Tucker Plybon - Alex S. Tanouye
|
|
|
|
|
FRIDAY, APRIL 1, 2022
|
|
___ CDs 40,41
|
Estate Planning for Retirement Benefits - Natalie B. Choate ($10.00)
|
|
___ CD 42
|
Wrap-Up: Some of the Best Ideas of the Institute - S. Stacy Eastland - Austin Bramwell - Ellen K. Harrison ($10.00)
|
|
|
|
