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
Karen L. Witherell
Bove & Langa Law Firm
Alexander A. Bove, Jr.
Alexander A. Bove, Jr.
Bove & Langa Law Firm
Justin T. Miller
Justin T. Miller
Evercore Wealth Management, LLC
Edwin P. Morrow III
Edwin P. Morrow III
Huntington National Bank
Jere Doyle
Jere Doyle
BNY Mellon
Phoebe Stone
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