2007

• Hot Topics in Estate Planning:  The “Latest and Greatest” in Advanced Estate Planning Techniques with Steve Akers, Esq. More info...

2006

• Gazing Into the Crystal Ball:  Emerging Issues for Tax & Estate Planners with Howard M. Zaritsky, Esq.  More info...

2005

• Advanced Funding Strategies for Trusts; Sophisticated Charitable Giving Techniques; Anatomy of a Life Insurance Trust with Paul N. Frimmer. More info...

2004

• Advanced Estate Planning Techniques: Keeping Pace with Recent Developments with Carlyn McCaffrey. More info...

2003

• My Best Estate Planning Ideas for the Coming Year ... That I Am Willing to Talk About with S. Stacy Eastland, Esq. More info...

2002

• Estate Planning for Clients with Family Businesses with Louis A. Mezzullo

2001

• The Psychological Impact of Money on Clients: The Advisor's Role with Stephen Goldbart, Ph. D. and Joan DiFuria, MFCC
• Bridging the Gap Between Athletes and Professional Investors: The Champion Ventures Model with Harris Barton
• The New Minimum Distribution Rules and Estate Planning for Retirement Benefits with Natalie Choate

2000

• Advanced Charitable Remainder Unitrust Design — Beyond the Basics with David Wheeler Newman, Esq.
• The Thornburg Ruling — A New Approach to Gifts of Real Estate with Terry Simmons, Esq.

1999

• Financial and Estate Planning Strategies Utilizing Charitable Gift Planning with Douglas K. Freeman, J.D., LL.M.
• How to Structure Charitable Gifts from IRAs and Qualified Retirement Plans with Professor Christopher Hoyt.

1998

• Charitable Gift Planning: Current Trends and Traps with Douglas K. Freeman, J.D., LL.M.
• Private Foundations and Alternatives with Professor Stephen Schwarz.

To order copies of past seminar proceedings, contact Diane Maglieri at dianem@sfjcf.org.