Advanced Estate Planning Summit 2021

Advanced Estate Planning Summit 2021

Regular price $299.00

Gain 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 at WealthCounsel’s Advanced Estate Planning Summit.

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 credits

States Pre-Approved: AR, CA, ME, MO, NC, NJ, NY, OH, OK, OR, PA, UT, VT, WA, WY (AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, DE, FL, GA, IL

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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