Advanced Estate Planning Fall Summit

Jul 30, 2021 10:00:00 AM

  

AEPS-Blog-header

The Virtual Conference for Experienced Estate Planners Returns

WealthCounsel’s Advanced Estate Planning Summit is returning this fall with some exciting new speakers and sessions that will give you fresh insight for your law practice. Whether you are hoping to stay ahead of the tsunami of proposals coming from the Hill, learn groundbreaking planning strategies for your clients, or gain practical skills regarding document drafting—this Summit has something for everyone.

Read about the event details below or visit the registration page for more information.

Speakers

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Agenda

Thursday, September 23, 2021
Please note, agenda is subject to change.

11:00 AM - 12:30 PM (EDT)

Current Developments in Estate Planning

Samuel A. Donaldson - Georgia State University

 

12:30 PM - 12:45 PM (EDT)

Break

 

 

12:45 PM - 2:00 PM (EDT)

Navigating State Income Taxation of Trusts

Laurelle M. Gutierrez - McDermott Will & Emery

 

2:00 PM - 2:30 PM (EDT)

Break

 

 

2:30 PM - 3:45 PM (EDT)

Yakety Yak! Do Call Back! - The Ethical Need for Prompt Client Communication

Sean Carter - Humorist at Law

 

3:45 PM - 4:00 PM (EDT)

Break

 

 

4:00 PM - 6:00 PM (EDT)

Making Retirement Benefits Payable to Trusts

Natalie Choate - Ataxplan Publications

 

Friday, September 24, 2021

1:00 PM - 2:30 PM (EDT)

Practical Applications Lab

Jennifer Davenport - WealthCounsel LLC

 

 

LEARN MORE ABOUT THE SUMMIT

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