Please note, agenda details and times may shift slightly based on the needs of the group.

Friday, January 10, 2025
12:00 PM - 12:30 PM (EST)
Estate Planning Bootcamp - Orientation

 

  • Welcome!
  • Introduction to bootcamp facilitators
  • What to expect from bootcamp
  • Your bootcamp homework
  • Logistics
Wednesday, January 22, 2025
10:30 AM - 6:30 PM (EST)
Estate Planning Bootcamp - Day 1

 

  • Welcome
  • Review of Substantive Law
  • Revocable Living Trusts
  • Lunch Break
  • No Estate Tax Anticipated and Taxable Estate Discussion
  • Breakout Session
  • Ethical Considerations
Thursday, January 23, 2025
10:30 AM - 6:30 PM (EST)
Estate Planning Bootcamp - Day 2

 

  • Review
  • Common Assets & How to Plan for Them
  • Hypothetical Case Study and Discussion
  • Lunch
  • Community Property 
  • Hypothetical Case Studies and Discussions
Friday, January 24, 2025
10:30 AM - 4:30 PM (EST)
Estate Planning Bootcamp - Day 3

 

  • Review
  • Hypothetical Case Studies and Discussions
  • Processes
  • Initial Consultation
  • Pricing Strategies
Tuesday, January 28, 2025
2:30 PM - 5:00 PM (EST)
Estate Planning Bootcamp - Bonus Session

 

  • Drafting Hypothetical