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

Advanced Estate Planning Summit 2021

Thursday, January 28, 2021
11:00 AM - 12:00 PM (EST)Estate Planning with Retirement Assets 
12:00 PM - 12:30 PM (EST)Break 
12:30 PM - 1:30 PM (EST)Trust Assets in Divorce: Fair Game or Off Limits?Sharon L. Klein - Wilmington Trust
1:30 PM - 2:00 PM (EST)Break 
2:00 PM - 3:00 PM (EST)Pre-Transaction Planning for Business OwnersBenetta Y. Park, JD - J.P. Morgan Private Bank
3:00 PM - 3:30 PM (EST)Break 
3:30 PM - 4:30 PM (EST)Third-Party Trusts are No Longer the Asset Protection Safety Net We Once Thought They WereMary Vandenack - Duggan Bertsch
4:30 PM - 5:00 PM (EST)Break 
5:00 PM - 6:00 PM (EST)Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!Justin T. Miller - Evercore Wealth Management, LLC
Friday, January 29, 2021
1:00 PM - 2:30 PM (EST)Practical Applications Lab - Advanced Estate Planning SummitJennifer Davenport, JD - WealthCounsel, LLC
Visit Event Hub

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