Advanced Estate Planning Summit

Advanced Estate Planning Summit

Regular price $299.00

2020 has been a year of change and adaptation. Gain new insight and legal strategies for your estate planning practice from some of the most prestigious experts in the field.

Includes the following sessions:

  • Playing With Matches: Avoiding the Trustee Risks You Didn’t Know Existed -  Lauren J. Wolven - Levenfeld Pearlstein, LLC
  • Estate Planning Current Developments: Wealth Transfer Planning in a Low Interest Environment - Steve R. Akers - Bessemer Trust and David A. Handler - Kirkland and Ellis LLP
  • Cryptocurrency and Cryptoasset Essentials for Estate Planning Attorneys - Pamela Morgan - Empowered Law
  • THOU SHALT NOT LIE, CHEAT, STEAL OR DISCRIMINATE: The Ten Commandments of Ethics and Diversity - Sean Carter - Humorist at Law
  • SECURE/CARES Act Implications for Estate Planning - Natalie Choate - Ataxplan Publications

6.0 credits, including 1.0 Ethics/Bias
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, OR, PA, VT, WA (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: AL, CO, DE, FL, GA, IL, MS, NC, NV, OH, TN, TX, UT

We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WI**

* Approval process times will vary
** We will supply you with the information needed to self-apply

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