Program Materials and CLE

PROGRAM MATERIALS

October 21, 2021 - Transition by Design: Successful Succession of the Privately Held Business and Wealth ~ Susan P. Rounds

September 20, 2021 - Medicare, Medicaid and Long Term Care Updates ~ Linda Chamberlain

September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications

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October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration

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November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning

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December 3, 2020 - Purposeful Planning Institute - Difference Between Traditional and Purposeful Planning

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January 25, 2021 - 2020 Tax Update and Beyond

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February 10, 2021 - Catching the Legacy Wealth Wave

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March 22, 2021 - Trust Panel Discussion

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April 26, 2021 - Direction Memo: The Importance of a Letter of Instruction in Modern Estate Planning

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May 17, 2021 - IRA's...How Has Planning Changed in the Past Year and How Do You "FIX" Beneficiary Designations After the Death of the Owner?

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