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Advanced Estate Planning Summit Fall 2021

Please note, agenda is subject to change.

Thursday, September 23, 2021
11:00 AM - 12:30 PM (EDT)Current Developments in Estate PlanningSamuel A. Donaldson, JD - Georgia State University, Atlanta
12:30 PM - 12:45 PM (EDT)Break 
12:45 PM - 2:00 PM (EDT)Navigating State Income Taxation of TrustsLaurelle M. Gutierrez, JD - McDermott, Will & Emery
2:00 PM - 2:30 PM (EDT)Break 
2:30 PM - 3:45 PM (EDT)Yakety Yak! Do Call Back! - The Ethical Need for Prompt Client CommunicationSean Carter - Mesa CLE
3:45 PM - 4:00 PM (EDT)Break 
4:00 PM - 6:00 PM (EDT)Making Retirement Benefits Payable to TrustsNatalie Choate, Esq. - Ataxplan Publications
Friday, September 24, 2021
1:00 PM - 2:30 PM (EDT)Practical Applications Lab - Advanced Estate Planning SummitJennifer Davenport, JD - WealthCounsel, LLC