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

Thursday, April 23, 2026
12:00 PM - 3:30 PM (EDT)
Estate Planning Bootcamp for Advisors - Day 1

 

  • Welcome    
  • Review of substantive law 
    • Purpose and benefits of estate planning
    • Incapacity planning
    • Death planning
      • Intestacy
      • Will-based plan
      • Probate primer
      • Nonprobate and nontrust transfers
  • Revocable living trusts
  • Taxable estate discussion
Friday, April 24, 2026
12:00 PM - 3:30 PM (EDT)
Estate Planning Bootcamp for Advisors - Day 2

 

  • Review
  • Retirement assets and the Secure Act
  • Trust funding
  • Ethical considerations - Unauthorized practice of law
  • Case studies