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

Advanced Estate Planning Summit 2021
Thursday, January 28, 2021, 11:00 AM - 6:00 PM, ET

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 at WealthCounsel’s Advanced Estate Planning Summit.

Benetta Y. Park, JD
Benetta Y. Park, JD
J.P. Morgan Private Bank
Justin T. Miller
Justin T. Miller
Evercore Wealth Management, LLC
Sharon L. Klein
Sharon L. Klein
Wilmington Trust
Mary Vandenack
Mary Vandenack
Rachel A. Truhlsen Estate Planning & Elder Law Center
Jennifer Davenport, JD
Jennifer Davenport, JD
WealthCounsel, LLC

Registration fees

  • WealthCounsel member: $99
  • Non-WealthCounsel member: $299


Thursday, January 28, 2021
Estate Planning with Retirement Assets11:00 AM - 12:00 PM (EST) 
Break12:00 PM - 12:30 PM (EST) 
Trust Assets in Divorce: Fair Game or Off Limits?12:30 PM - 1:30 PM (EST)Sharon L. Klein - Wilmington Trust
Break1:30 PM - 2:00 PM (EST) 
Pre-Transaction Planning for Business Owners2:00 PM - 3:00 PM (EST)Benetta Y. Park, JD - J.P. Morgan Private Bank
Break3:00 PM - 3:30 PM (EST) 
Third-Party Trusts are No Longer the Asset Protection Safety Net We Once Thought They Were3:30 PM - 4:30 PM (EST)Mary Vandenack - Rachel A. Truhlsen Estate Planning & Elder Law Center
Break4:30 PM - 5:00 PM (EST) 
Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!5:00 PM - 6:00 PM (EST)Justin T. Miller - Evercore Wealth Management, LLC
Friday, January 29, 2021
Practical Applications Lab - Advanced Estate Planning Summit1:00 PM - 2:30 PM (EST)Jennifer Davenport, JD - WealthCounsel, LLC

All sessions will be recorded and made available to registrants after the event.


5.0 General credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, DE, FL, GA, ID, IL, KS, MN, NC, NE, NV, OR, SC, TN, UT, VA, WA, WI, WY
Other states to be determined as registrations warrant

Pending 5.0 credits (National CFP Board)

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 5.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: 01/18/2021

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program. For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or

The Event Hub is the event "location". 
This is where you will find the "View Session" buttons which will take you into each session-webinar throughout the day. You may need the email address and password you used when you registered to access this resource.