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
Agenda
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Thursday, September 23, 2021 |
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11:00 AM - 12:30 PM (EDT) |
Current Developments in Estate Planning |
Samuel A. Donaldson - Georgia State University |
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12:30 PM - 12:45 PM (EDT) |
Break |
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12:45 PM - 2:00 PM (EDT) |
Navigating State Income Taxation of Trusts |
Laurelle M. Gutierrez - McDermott Will & Emery |
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2:00 PM - 2:30 PM (EDT) |
Break |
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2:30 PM - 3:45 PM (EDT) |
Yakety Yak! Do Call Back! - The Ethical Need for Prompt Client Communication |
Sean Carter - Humorist at Law |
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3:45 PM - 4:00 PM (EDT) |
Break |
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4:00 PM - 6:00 PM (EDT) |
Making Retirement Benefits Payable to Trusts |
Natalie Choate - Ataxplan Publications |
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Friday, September 24, 2021 |
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1:00 PM - 2:30 PM (EDT) |
Practical Applications Lab |
Jennifer Davenport - WealthCounsel LLC |
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