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

Advanced Estate Planning Summit Spring 2023
Wednesday, March 8, 2023
12:00 PM - 6:00 PM, (ET)
 
Practical Applications Lab
Thursday, March 9, 2023
1:00 PM - 2:30 PM, (ET)
 
 

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


Karen L. Witherell
Bove & Langa Law Firm

Alexander A. Bove, Jr.
Bove & Langa Law Firm

Justin T. Miller
Evercore Wealth Management, LLC

Edwin P. Morrow III
Huntington National Bank

Jere Doyle
BNY Mellon

Phoebe Stone
WealthCounsel, LLC
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Registration fees

  • WealthCounsel member: $99
  • Non-WealthCounsel member: $299
Wednesday, March 8, 2023
The Trust Protector: Trustee Watchdog or Expensive Exotic Pet?12:00 PM - 1:30 PMKaren L. Witherell - Bove & Langa Law Firm
Alexander A. Bove, Jr. - Bove & Langa Law Firm
Break1:30 PM - 1:45 PM 
The New Normal for Charitable Tax Planning1:45 PM - 2:45 PMJustin T. Miller - Evercore Wealth Management, LLC
Break2:45 PM - 3:15 PM 
Understanding the Beneficiary Deemed Owner Trust3:15 PM - 4:45 PMEdwin P. Morrow III - Huntington National Bank
Break4:45 PM - 5:00 PM 
Grantor Retained Annuity Trusts5:00 PM - 6:00 PMJere Doyle - BNY Mellon
Thursday, March 9, 2023
Practical Applications Lab1:00 PM - 2:30 PMPhoebe Stone - WealthCounsel, LLC

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

REGISTER NOW