
Advanced Estate Planning Summit - Fall 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 with WealthCounsel’s Advanced Estate Planning Summit from September 2021.
Includes the Following Presentation:
- Current Developments in Estate Planning - Samuel A. Donaldson, JD - Georgia State University, Atlanta
- Navigating State Income Taxation of Trusts - Laurelle M. Gutierrez, JD - McDermott, Will & Emery
- Yakety Yak! Do Call Back! The Ethical Need for Prompt Client Communication - Sean Carter - Humorist at Law
- Making Retirement Benefits Payable to Trusts - Natalie Choate - Ataxplan Publications
CLE:
6.0, including 1.25 Ethics
States Pre-Approved: AR, CA, FL, IL, MO, NJ, NV, NY, OH, PA, SC, TX, VT, WA (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, GA, KS, ME, OH, OK, OR, TN, UT, WY
** We will supply you with the information needed to self-apply in any states not approved