Materials
| MCLE Verification Form (On Demand) (222.6 KB) | Available after Purchase | ||
| Agenda (both days) (115.7 KB) | Available after Purchase | ||
| (Th) 1. PowerPoint - New Developments (Reers-Worrell)(3.30) (601.3 KB) | Available after Purchase | ||
| (Th) 2. PowerPoint -Overview of Transfer Tax Treaties (Dorsch Panel) (930.2 KB) | Available after Purchase | ||
| (Th) 3. PowerPoint - Puerto Rico & US Virgin Islands (Lopez-Zambrana & Rawls-Roberts) (2.9 MB) | Available after Purchase | ||
| (Th) Faculty bios (combined) (533.3 KB) | Available after Purchase | ||
| (Fri) 1. PowerPoint - Foreign Trusts (Sanna-Merino-Byrnes)-3 (444 KB) | Available after Purchase | ||
| (Fri) 2. Chart - Select Jurisdictions (von Matthiessen) (169.4 KB) | Available after Purchase | ||
| (Fri) 2. PTCs in South Dakota (von Matthiessen) (115.2 KB) | Available after Purchase | ||
| (Fri) 2. Why is Everyone Talking About Delaware Trusts (von Matthiessen) (481.4 KB) | Available after Purchase | ||
| (Fri) 2. Wyoming Statutory Foundations (Staehr) (157.3 KB) | Available after Purchase | ||
| (Fri) 2. Trust Decanting & Modification in New Hampshire (Panebianco) (100.8 KB) | Available after Purchase | ||
| (Fri) 3. PowerPoint - International Disclosure/Ethics (Smithson-Shepard-Miller). (183.5 KB) | Available after Purchase | ||
| (Fri) 3. Article - Tax Journal 2020 Issue 1508 November (Smithson) (118.7 KB) | Available after Purchase | ||
| (Fri) 3. Economic Crime Transparency - Enforcement Act 2022 N2C (Smithson) (92.1 KB) | Available after Purchase | ||
| (Fri) 3. PowerPoint - MDR and DAC6 (Smithson panel) (209.2 KB) | Available after Purchase | ||
| (Fri) 3. Disclosure of Information in the Cayman Islands (Miller) (114.8 KB) | Available after Purchase | ||
| (Fri) 3. ABA Business Law Section Comments (Shepard) (515 KB) | Available after Purchase | ||
| (Fri) 3. ABA Probate & Property Article July-Aug 2021(Shepherd-Manigault) (108.9 KB) | Available after Purchase | ||
| (Fri) 3. American College Comment Letter (Shepard) (439.5 KB) | Available after Purchase | ||
| (Fri) 3. Article ABA Formal Ethics Opinion 491 - Willful Blindness (Shepard) (128.4 KB) | Available after Purchase | ||
| (Fri) Faculty bios (combined) (596.7 KB) | Available after Purchase | ||
| CAF American Donor Fund - Flyer/info (Gold Sponsor) (268.3 KB) | Available after Purchase | ||
| Crestbridge Fiduciary - Flyer (Gold Sponsor) (3.5 MB) | Available after Purchase | ||
| IQ-EQ-Concord Trust - Flyer (Gold Sponsor) (4 MB) | Available after Purchase | ||
| IQ-EQ-Concord Trust (Darrell King's Bio) (186.3 KB) | Available after Purchase | ||
| Northern Trust - Flyers (Gold Sponsor) (1.1 MB) | Available after Purchase | ||
| Northern Trust (Ilaria Pezzatini's Bio) (167.7 KB) | Available after Purchase | ||
| South Dakota Trust - Flyer (Silver Sponsor) (3.8 MB) | Available after Purchase | ||