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All of these calls
are taped and archived on the web for Members to use.
| 2003
CCC Schedule |
|
January
31
Time: 12 Noon PST
Speaker: Dennis Sandoval
Topic: Understanding the AP RLT Trustee Options (including new
options to be released in early 2003)
|
February
28
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Understanding the DAP Distribution to Beneficiairies Options
(includes two new options to be released in early 2003) |
March
28
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Transferring the Residence for Medicaid Planning |
May
30
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Using Irrevocable Income Only Trusts for Medicaid Planning |
June
27
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic:TBD |
July
25
Time: 12 Noon PST
Speaker:TBA
Topic: TBD |
August
29
Time: 12 Noon PST
Speaker:TBA
Topic: TBD |
October
31
Time: 12 Noon PST
Speaker:TBA
Topic:TBD |
November
21
Time: 12 Noon PST
Speaker:TBA
Topic:TBD |
|
| 2002
CCC Schedule |
|
January 25
Time: 12 Noon PST
Speaker: Dennis Sandoval
Topic: DAP 4.0 RLT Document Review |
February
22
Time: 12 Noon PST
Speaker:TBA
Topic: DAP 4.0 Special Needs Trusts Document Review |
March 22
Time: 12 Noon PST
Speaker:TBA
Topic: DAP 4.0 Simple RLT Document Review |
May 31
Time: 12 Noon PST
Speaker:TBA
Topic: GRITs, GRATs, GRUTs |
June 28
Time: 12 Noon PST
Speaker:TBA
Topic:Funding Under DAP 4.1 |
July 26
Time: 12 Noon PST
Speaker:TBA
Topic: SCIN/PAT |
August 30
Time: 12 Noon PST
Speaker:TBA
Topic: QPRT |
September
None Due to Summit |
October 25
Time: 12 Noon PST
Speaker:Steve Hartnett
Topic:Charitable Lead Trusts can be a powerful way to benefit charity
and leverage the applicable exlusion amount. |
November
22
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Private Foundations |
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“Dennis Sandoval and Steve Hartnett are very patient when helping me understand complex concepts ... and they hang in there with me until I get it.” Randy H. — Utah Member
Read More Testimonials
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