--- title: Advanced Estate Planning Fall Summit description: The Virtual Conference for Experienced Estate Planners Returns image: https://info.wealthcounsel.com/hubfs/AEPS-BLOG-banner.png --- [![WealthCounsel](https://info.wealthcounsel.com/hs-fs/hubfs/WealthCounsel%20Logo%202018/WC-Flag-Logo-Rev.png?width=800&height=93&name=WC-Flag-Logo-Rev.png "WealthCounsel")](https://www.wealthcounsel.com/) ![WealthCounsel Blog](https://info.wealthcounsel.com/hs-fs/hubfs/Blog_Header.png?width=2800&name=Blog_Header.png "WealthCounsel Blog") # [Advanced Estate Planning Fall Summit](https://info.wealthcounsel.com/blog/advanced-estate-planning-fall-summit) Jul 30, 2021 10:00:00 AM [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Finfo.wealthcounsel.com%2Fblog%2Fadvanced-estate-planning-fall-summit%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Finfo.wealthcounsel.com%2Fblog%2Fadvanced-estate-planning-fall-summit%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Finfo.wealthcounsel.com%2Fblog%2Fadvanced-estate-planning-fall-summit%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Finfo.wealthcounsel.com%2Fblog%2Fadvanced-estate-planning-fall-summit%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Advanced%20Estate%20Planning%20Fall%20Summit) # ![AEPS-Blog-header](https://info.wealthcounsel.com/hs-fs/hubfs/2021%20Blog%20Images/AEPS-Blog-header.png?width=1656&name=AEPS-Blog-header.png) # 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](https://wealthcounsel.swoogo.com/AdvancedEstatePlanningSummit-Fall-2021) for more information. ## Speakers ![AEPS_banner-with-speakers](https://info.wealthcounsel.com/hs-fs/hubfs/2021%20Blog%20Images/AEPS_banner-with-speakers.png?width=1656&name=AEPS_banner-with-speakers.png)   ## 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](https://no-cache.hubspot.com/cta/default/56547/640d5b2e-e8d8-41ed-b61d-94a7d85fb5a2.png)](https://cta-redirect.hubspot.com/cta/redirect/56547/640d5b2e-e8d8-41ed-b61d-94a7d85fb5a2) Topics: [Estates Planning](https://info.wealthcounsel.com/blog/topic/estates-planning) [Continuing Legal Education](https://info.wealthcounsel.com/blog/topic/continuing-legal-education) [legal news](https://info.wealthcounsel.com/blog/topic/legal-news) Previous Post [![](https://info.wealthcounsel.com/hubfs/Must-an-Agent-Spend-all-of-the-Principal-Assets-on-Careg.jpg) ](https://info.wealthcounsel.com/blog/must-an-agent-spend-all-of-the-principals-assets-on-care) [Must an Agent Spend all of the Principal’s Assets on Care?](https://info.wealthcounsel.com/blog/must-an-agent-spend-all-of-the-principals-assets-on-care) Next Post [![](https://info.wealthcounsel.com/hubfs/irs-dirty-dozen.jpg) ](https://info.wealthcounsel.com/blog/irs-dirty-dozen) [IRS’ “Dirty Dozen”](https://info.wealthcounsel.com/blog/irs-dirty-dozen) ### Post a Comment This is a search field with an auto-suggest feature attached. - 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