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

Advanced Estate Planning Summit Fall 2022
Monday, October 17, 2022, 11:00 AM - 4:30 PM, Eastern Time
Practical Applications Lab on Tuesday, October 18, 2022, 1:00 PM - 2:30 PM, Eastern Time

Gain new insight and legal strategies for your law practice from some of the most prestigious estate planning experts presenting on cryptocurrency topics at WealthCounsel’s Advanced Estate Planning Summit.

James H. Cundiff
James H. Cundiff
McDermott Will & Emery
Jennifer Davenport, JD
Jennifer Davenport, JD
WealthCounsel, LLC
Blake Harris, Esq.
Blake Harris, Esq.
Blake Harris Law
Elise J. McGee
Elise J. McGee
McDermott Will & Emery
Pamela Morgan
Pamela Morgan
Empowered Law
John L. Varga, III ASA
John L. Varga, III ASA
Management Planning Inc.

Registration fees

  • WealthCounsel member: $99
  • Non-WealthCounsel member: $299
Monday, October 17, 2022
Cryptocurrency and NFT Essentials: What Estate Planners Need to Know11:00 AM - 12:15 PMPamela Morgan - Empowered Law
Break12:15 PM - 12:30 PM 
Cryptocurrency: Sign My Trustee Up!12:30 PM - 1:30 PMJames H. Cundiff - McDermott Will & Emery
Elise J. McGee - McDermott Will & Emery
Break1:30 PM - 2:00 PM 
Blockchain Asset Protection2:00 PM - 3:00 PMBlake Harris, Esq. - Blake Harris Law
Break3:00 PM - 3:15 PM 
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns3:15 PM - 4:30 PMJohn L. Varga, III ASA - Management Planning Inc.
Tuesday, October 18, 2022
Practical Applications Lab - Advanced Estate Planning Summit1:00 PM - 2:30 PMJennifer Davenport, JD - WealthCounsel, LLC

CLE: 4.50 General
States Pre-Approved: AR, CA (Renewal Pending), MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, FL, GA, ID, IL, IN, KS, NC OR, TN, VA, WA, WY
Other states to be determined as registrations warrant - please check back for updates.

Please note: The supplemental Practical Applications Lab program is not CLE eligible.

Pending: 4.50 credits (National CFP Board)

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 4.50
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None

Review Date: 10/12/22

SPECIAL NOTE: In order to be awarded the full credit hours, you must be present during the entire program.  If you view the program as part of a group under one person's login, you are still REQUIRED to register individually and must notify us with a list of your attendees who viewed as a group.  Each person in the group must also send us the verification codes presented during the program to to prove attendance.

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.  Note: we do not offer CPE to CPAs in individual states, only through NASBA.  

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or