Advanced Estate Planning Summit - Fall 2021

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