Tax Intensive

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8:05-9:05 a.m.

Tax Basics Breakfast 
Bob Mason and John DeSantis

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9:15-10:15 a.m. 

Unexpected Implications of Trust Modifications and Decanting: What You Need to Know 
Jeffrey Gad & Larkin Skinner

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10:35-11:35 a.m. 

Funding a SNT Using Tax Deferred Assets
Bob Mason

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11:35 a.m.-12:35 p.m.

The Intersection of Medicaid Planning Trusts and Taxation 
John DeSantis

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1:45 p.m.-2:45 p.m. 

Trading Up Without Paying Up: Using 1031 Exchanges to Preserve Wealth for Families with Special Needs 
Christopher Steele

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2:45 p.m.-3:45 p.m.

Post-Mortem Planning Checklist: Tax Priorities After Death
Debra Boje

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    • 4:00 p.m.-5:00 p.m. 

      2025 Tax Update
      Shannon Laymon-Pecoraro

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