Advanced Estate Planning Summit

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

CLE:

6.0 credits, including 1.0 Ethics/Bias

States Pre-Approved:   AR, CA, CO, FL, IL, MO, NJ, NY, OK, OR, PA, VT, WA (AK, AZ, CT, NH eligible to claim credit)

States Pending Approval:   GA, KS, ME, NC, NV, OH, TN, TX, UT

** We will supply you with the information needed to self-apply in any states not approved