Monthly Classroom Conference Calls

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



“As a new member I can tell you that I have gotten my money's worth so far. I've directed questions to education and have gotten practical answers quickly. The tapes and other materials are outstanding. I think you are going to save me five years of mistakes. The idea of a PBC is a good one. Susan keeps me focused.”

Allan S. — California Member