Advanced Estate Planning Summit - Fall 2021

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

CLE: 4.0, including 1.25 Ethics

Approved States: AR, CA, CO, NJ, NV, NY, OK, OR, PA, VT, WA, WY 

(AK, AZ, CT, MO, ND, NH & TX eligible to claim credit)

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

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible summit is complimentary for WealthCounsel members. It has been made available on the member website as three individual courses. You may access them by entering the presentation titles listed above into the course catalog search function here.


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