Advanced Estate Planning Summit - January 2021

ain new insight and legal strategies for your law practice from some of the most prestigious estate planning experts presenting a deep dive into timely topics with WealthCounsel’s Advanced Estate Planning Summit from January 2021.

Includes the Following Presentations:

• Estate Planning with Retirement Assets - Christopher R. Hoyt, JD - University of Missouri School of Law
• Trust Assets in Divorce - Sharon L. Klein, JD - Wilmington Trust
• Pre-Transaction Planning for Business Owners - Benetta Y. Park, JD - J.P. Morgan Private Bank
• Third Party Trusts are No Longer the Asset Protection Safety Net We Once Thought They Were - Mary E. Vandenack, JD, CAP® - Vandenack Weaver LLC
• Scarier Than Lions, Tigers and Bears: The Income Taxation of Trusts, Oh My! - Justin T. Miller, JD, LL.M., TEP, AEP®, CFP® - BNY Mellon

CLE: 5.0 general credits

States Pre-Approved: AR, CA, CO, ME, NJ, NV, NY, OK, OR, PA, UT, VT, WA, WY

Eligible to claim credit: AK, AZ, CT, MO, ND, NH & TX

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.