Syllabus
Week #1
Kick-Off Meeting
Live Session on Monday, September 30th at @1pm ET
Session 1: Estate and Gift Tax Basics
Airing on Tuesday, October 1st @ 1 pm ET
Instructors: Michael L. Graham, Esq.
and Teresa L. Bush, Esq.
Session 2: Estate Tax Exemption and “A/B” Planning
Airing on Thursday, October 3rd @ 1 pm ET
Instructors: Vanessa L. Kanaga, Esq.
and Elizabeth “Beth” Q. Boehmcke, Esq.
Week 1 Workshop
Live Session on Friday, October 4th @ 1 pm ET
Week #2
Session 3: Flexible Estate Tax Planning
Instructor: Teresa L. Bush, Esq.
Airing on Tuesday, October 8th @ 1 pm ET
Session 4: Designing Trusts for Tax and Other Purposes
Instructor: Vanessa L. Kanaga, Esq.
Airing on Thursday, October 10th @ 1 pm ET
Week 2 Workshop
Live Session on Friday, October 11th @ 1 pm ET
Week #3
Session 5: Specific Assets that Impact Estate Planning
Instructors: Elizabeth “Beth” Q. Boehmcke, Esq.
and Teresa L. Bush, Esq.
Airing on Tuesday, October 15th @ 1 pm ET
Session 6: Lifetime Planning and Gifting Using Trusts
Instructors: Jonathan G. Blattmachr, Esq
and Vanessa L. Kanaga, Esq.
Airing on Thursday, October 17th @ 1 pm ET
Week 3 Workshop
Live Session on Friday, October 18th @ 1 pm ET
Week #4
Session 7: Income Tax and the Estate Plan
Instructors: Elizabeth “Beth” Q. Boehmcke, Esq., Letha Sgritta McDowell, CELA and Deirdre Wheatley-Liss, Esq.
Airing on Tuesday, October 22nd @ 1 pm ET
Session 8: GST Tax Planning
Instructor: Teresa L. Bush, Esq.
Airing on Thursday, October 24th @ 1 pm ET
Week 4 Workshop
Live Session on Friday, October 25th @ 1 pm ET
