Materials and resources will be linked below as they become available. 

Day 1

Prenuptial Agreements, Divorce and Trusts
Claire Forkner - Lee & Rivers, LLP

• Antenuptial Agreements and Case Law

Work Smarter, Live Better: Productivity Strategies for Success
 Lori Pulvermacher - Atticus, Inc.

• Presentation Slides

Buy-sell Agreements drafting and other considerations
Paul Bernstein - The Bernstein Law Group, PC
Daniel Capobianco - Law Offices of Daniel B. Capobianco

• Presentation Slides

Exit Strategy Business Owner Talk From A Financial Perspective
Kristin McKenna, CFP - Darrow Wealth Management

• Presentation Slides

 
Day 2 

The One Big Beautiful Bill Act (OB3)
Todd Lutsky - Cushing & Dolan, P.C.

• A Deep Dive Into New MA Estate Tax & Amendments
• Planning After the OBBBA Joint Revocable Trusts It's All About The Basis

Reimagine Your Firm’s Client Care - Creating a Client Engagement Strategy to Increase Revenue and Build Equity in Your Firm
Thomas Ahrens - Ahrens Technologies, LLC

• Presentation Slides

CPA’s Perspective on a Good Referral Relationship with Estate Planning Attorneys and How legal drafting impacts the various tax returns
Joshua England, LLM, Esq. - AAFCPAs
ALLEN MARGULIS - Allen J. Margulis, PC dba Total Counsel Law Group

• Supplemental Materials

Lessons Learned from the Wealth Counsel Symposium Roundtable 

• Supplemental Materials