Join us for Symposium 2018, July 31 - August 2, at the Loews Coronado Bay Resort in San Diego, California.

The WealthCounsel and ElderCounsel’s Symposium provides just what you’re looking for: a comprehensive and practical dive into drafting. Symposium also equips you with compelling and effective ideas for building your own practice and prepares you for industry changes and challenges with world-class courses—all with the goal of imparting strategies you can put to use immediately. But it’s not all about sitting behind conference tables, Symposium joins brilliant estate and business planners from around the country with one another in a relaxed setting that encourages organic relationship building that lasts a lifetime. And finally, Symposium will be fun. Return home from Symposium feeling inspired and energized by everything you’ve learned and the connections you’ve gained.

Hotel & Accommodations

Loews Coronado Bay Resort


Below is a sample of the sessions available at Symposium 2018
Wednesday, August 1, 2018
Thriving in Estate Planning, Part I8:00 AM - 9:15 AM
Trends in Elder Law: How to Thrive in Uncertain Times 8:00 AM - 9:15 AM
Thriving in Estate Planning, Part II10:30 AM - 11:45 AM
Avoid the Top Ten Mistakes Made with Beneficiary Designations1:15 PM - 2:15 PM
Finding and Signing Appropriate Clients for Long Term Care Planning 1:15 PM - 2:15 PM
The Business Prenup: The Mechanics of Buy-Sells, Part I1:15 PM - 2:15 PM
Top 5 Design “Musts” in a Veterans Asset Protection Trust (VAPT)1:15 PM - 2:15 PM
Stand-Alone Retirement Trust (SRT) Drafting Workshop1:15 PM - 2:15 PM
The Business Prenup: The Mechanics of Buy-Sells, Part II2:30 PM - 3:30 PM
The State of Estate Planning: Regulatory and Tax Law Update2:30 PM - 3:30 PM
Drafting the Ideal Medicaid Trust 2:30 PM - 3:30 PM
A Deeper Dive: Choice of Entity from a Holistic Perspective4:00 PM - 5:00 PM

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