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

Advanced Estate Planning Summit
Thursday, July 16, 2020, 11:00 AM - 6:00 PM, ET

2020 has been a year of change and adaptation. Gain new insight and legal strategies for your estate planning practice from some of the most prestigious experts in the field at WealthCounsel’s Advanced Estate Planning Summit, featuring:

Sean Carter
Sean Carter
Humorist at Law
Natalie Choate, Esq.
Natalie Choate, Esq.
Ataxplan Publications
Jennifer Davenport, JD
Jennifer Davenport, JD
WealthCounsel, LLC
Pamela Morgan
Pamela Morgan
Empowered Law

Registration fees

  • WealthCounsel member: $99
  • Non-WealthCounsel member: $299

In keeping with WealthCounsel’s history of supporting the community, we are proud to announce that a portion of the proceeds from this event will be donated to the Equal Justice Initiative and Feeding America.


Thursday, July 16, 2020
Playing With Matches:  Avoiding the Trustee Risks You Didn’t Know Existed11:00 AM - 12:00 PM (EDT) 
Estate Planning Current Developments: Wealth Transfer Planning in a Low Interest Environment12:15 PM - 1:45 PM (EDT) 
Cryptocurrency and Cryptoasset Essentials for Estate Planning Attorneys2:00 PM - 3:00 PM (EDT)Pamela Morgan - Empowered Law
THOU SHALT NOT LIE, CHEAT, STEAL OR DISCRIMINATE: The Ten Commandments of Ethics and Diversity3:15 PM - 4:15 PM (EDT)Sean Carter - Humorist at Law
SECURE/CARES Act Implications for Estate Planning4:30 PM - 6:00 PM (EDT)Natalie Choate, Esq. - Ataxplan Publications
Friday, July 17, 2020
Optional - Practical Applications Lab1:00 PM - 2:30 PM (EDT)Jennifer Davenport, JD - WealthCounsel, LLC

All sessions will be recorded and made available to registrants within two to three weeks.

6.0 credits, including 1.0 Ethics/Bias
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: AL, CO, DE, FL, GA, IA, ID, IL, KS, KY, MN, MS, NC, NV, OR, SC, TN, UT, VA, WA, WI, WY

6.0 credits pending (National CFP Board)

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 6.0, including 1.0 ethics/bias
Field of Study: Taxation, Regulatory & Behavioral Ethics
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: 7/06/2020

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. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program. For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or


The Event Hub is the event "location". 
This is where you will find the "View Session" button which will take you into each session-webinar throughout the day. You will need the email address and password you used when you registered to access this resource.