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

 Advanced Estate Planning Summit Spring 2024
Friday, April 5, 2024
12:00 PM - 6:00 PM, ET
 

Attend the Advanced Estate Planning Summit to enhance your expertise in estate planning. This exclusive day of learning is tailored to experienced practitioners who wish to stay ahead of industry changes and learn advanced planning strategies to expand their professional offerings. 

This year's Summit will feature industry experts discussing timely topics and exploring cutting-edge strategies on the Corporate Transparency Act, lifetime qualified terminable interest property trusts, decanting, and the treatment of trust assets during and after divorce. 

If you want to deepen your knowledge and learn from trusts and estates thought leaders—all from the comfort and ease of your home office—then don't miss out on this enlightening experience. Secure your spot now!
 

Sandra Glazier
Sandra Glazier
Lipson Neilson P.C.
James M. Kane
James M. Kane
KaneTreadwell Law LLC
Stephen Liss
Stephen Liss
Dungey Dougherty PLLC
Michaelle Rafferty
Michaelle Rafferty
Maupin, Cox & LeGoy
Phoebe Stone
Phoebe Stone
WealthCounsel, LLC

Tuition

  • WealthCounsel Member: $99
  • Guest: $299

Tuition for the Advanced Estate Planning Summit includes the following: 

  • The full-day, virtual event on Friday, April 5, 2024, from 12:00 PM to 6:00 PM (ET) 
  • A 30-minute pre-recorded Practical Applications Lab highlighting key features and best practices for drafting with Wealth Docx®, WealthCounsel’s estate planning solution (Available for WealthCounsel members only)
  • Access to the recordings until Sunday, May 31, 2026