Advanced Estate Planning Spring Summit

By WealthCounsel Staff on Feb 3, 2023 10:00:00 AM


The Virtual Conference for Experienced Estate Planners Returns

Our next Advanced Estate Planning Summit is around the corner! This Summit will address sophisticated estate planning strategies and topics of interest—from trust protectors and charitable tax planning, to grantor retained annuity trust (GRATs) and beneficiary deemed owner trusts (BDOTs). This is your chance to hear from nationally-recognized speakers, earn up to 5 CLE credits, and gain practical insights to use immediately in your practice.

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Advanced Estate Planning Fall Summit

By WealthCounsel Staff on Jul 30, 2021 10:00:00 AM


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.

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Demystifying Trust Administration: A Guide

By WealthCounsel Staff on Oct 16, 2020 10:00:00 AM


Many estate planning attorneys choose to expand into the practice of trust administration to provide additional legal services to their clients and increase profits in their law firms. As an estate planning attorney, you may initially encounter trust administration when a long-time estate planning client passes away and the family turns to you, as the trusted legal advisor, for help. Or potential clients may find you online while searching for a trusts and estates attorney because they need help handling the legal issues surrounding their deceased loved ones’ final affairs.

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