Day One

8:15 – 8:30 Registration

8:30 – 8:45 Introduction and Announcements

8:45 – 10:15 Top 10 Things You Should Know About The New Trust Law

10:15 – 10:30 Break

10:30 – 12:00 Trust Taxation - 1041

12:00 – 12:45 Lunch

12:45 – 1:00 DocuBank - Sponsor

Importance of record storage

1:00 – 2:30 Federal Estate Tax

2:30 -2:45 Break

2:45 – 5:00 Life after the DRA

Day Two

8:15 – 8:30 Registration

8:30 – 8:45 Introduction and Announcements

8:45 – 10:15 Guardianship Process

10:15 – 10:30 Break

10:30 – 12:00 Capacity Issues – Alzheimer’s Association

12:00 – 12:45 Lunch

12:45 – 1:00 A Note from Our Sponsor - ??

1:00 – 2:30 Pennsylvania Inheritance Tax

2:30 -2:45 Break

2:45 – 5:00 Special Needs Trusts