Report
#1
(Fundamentals Program #1 on the Anatomy of Plan Beneficiary Designations)
Report
#2
(Recent Developments Program)
Report
#3
(Trustee Selection and Succession, Trust Jurisdiction and the Trustee's Duty to Provide Information)
Report
#4
(A Wild Decade at Midlife, Marital Planning While the Rules are Changing and Charitable Gifts that Have Gone South)
Report
#5
(Programs on Partnership Interests and the Q&A Session)
Report
#6
(Special Session #1 Programs on Transfer Tax Audit Issues, Ethics and the Trustee's Duty to Provide Information to Beneficiaries)
Report
#7
(Special Sessions #1 and #2 Programs on Grantor Trusts and Total Return Trusts)
Report
#8
(Special Session #2 Programs on Marital Planning, Charitable Giving and Estate Tax Repeal)
Report
#9
(Section 409A, Family Business Fairy Tales and Life Insurance Due Diligence)
Report
#10
(Changing Trust Situs, Section 409A and Circular 230)
Report
#11
(Trust Law and Order Mock Trial Demonstration, Partnerships in Estate and Trust Administration, Charitable Options in Business Succession Planning, and Estate Planning Without Taxes.)
Report
#12
(Interests in Trusts in Divorce, Circular 230, and Lou Mezzullo's Wrapping It Up)
Report
#13
(Fundamentals Session #2 on Asset Protection and the Thursday afternoon Fundamentals Session #3 on Elder Law)
Report
#14
(Q&A Session and Special Session on Succession Planning)
Report #14 A
(Errata re: Q&A Session and additional comments on section 2043)
Report
#15
(Final)
