Syllabus
Week #1
Kick-Off Meeting
Live Session on Monday, October 2nd at @1pm ET
Session 1: Estate and Gift Tax Basics
Instructors: Michael L. Graham, Esq. and Teresa L. Bush, Esq.
Airing on Tuesday, October 3rd @ 1 pm ET
Session 2: Estate Tax Exemption and “A/B” Planning
Instructors: Vanessa L. Kanaga, Esq. and Elizabeth “Beth” Q. Boehmcke, Esq.
Airing on Thursday, October 5th @ 1 pm ET
Week 1 Workshop
Live Session on Friday, October 6th @ 1 pm ET
Week #2
Session 3: Designing Trusts for Tax Purposes
Instructor: Vanessa L. Kanaga, Esq.
Airing on Tuesday, October 10th @ 1 pm ET
Session 4: GST Tax Planning
Instructor: Teresa L. Bush, Esq.
Airing on Thursday, October 12th @ 1 pm ET
Week 2 Workshop
Live Session on Friday, October 13th @ 1 pm ET
Week #3
Session 5: Flexible Estate Tax Planning
Instructor: Teresa L. Bush, Esq.
Airing on Tuesday, October 17th @ 1 pm ET
Session 6: Lifetime Planning Using Trusts
Instructors: Jonathan G. Blattmachr, Esq and Vanessa L. Kanaga, Esq.
Airing on Thursday, October 19th @ 1 pm ET
Week 3 Workshop
Live Session on Friday, October 20th @ 1 pm ET
Week #4
Session 7: Income Tax and the Estate Plan
Instructors: Letha Sgritta McDowell, CELA and Deirdre Wheatley-Liss, Esq.
Airing on Tuesday, October 24th @ 1 pm ET
Session 8: Specific Assets
Instructors: Elizabeth “Beth” Q. Boehmcke, Esq. and Vanessa L. Kanaga, Esq.
Airing on Thursday, October 26th @ 1 pm ET
Week 4 Workshop
Live Session on Friday, October 27th @ 1 pm ET