Focused learning. Advanced topics. Practical applications. All brought to you virtually.

 Advanced Estate Planning Summit Spring 2025
Thursday, April 10, 2025
12:00 PM - 6:00 PM, ET
 

Attend the Advanced Estate Planning Summit to enhance your expertise in estate planning. This exclusive day of learning is tailored to experienced practitioners and covers advanced planning strategies to help you better serve your clients and expand your professional offerings. 

This year's Summit will feature industry experts who will address wealth transfers using irrevocable trusts, explore important considerations in estate planning for non-citizens and/or those who have property abroad, discuss the tax aspects of modification, commutation, termination & decanting of trusts, and offer best practices for administering special needs trusts.

If you want to deepen your knowledge and learn from thought leaders—all from the comfort and ease of your office—then don't miss out on this enlightening experience. Secure your spot now!


Kristen M. Lewis
Harrison LLP

Emily A. Plocki
Venable LLP

Ruth A. Mattson
Verrill Dana, LLP

Edwin Morrow III
Kelleher + Holland, LLC

Pricing

The Advanced Estate Planning Summit includes the following: 

  • The full-day, virtual event on Thursday, April 10, 2025, from 12:00 PM to 6:00 PM (ET) 
  • A 30-minute prerecorded Practical Applications Lab highlighting key features and best practices for drafting with WealthCounsel (Available for WealthCounsel members only)
  • Access to the recordings until Friday, April 30, 2027