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

CLE: 4.0, including 1.25 Ethics

States Pre-Approved: AR, CA, CO, FL, IL, ME, MO, NJ, NV, NY, OR, PA, VT, WA 

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: GA, OK, TN, UT, WY

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

Contact shopcle@wealthcounsel.com for CLE assistance.