*Keep checking back as more sessions will be added in the weeks to come.
Monday, July 30, 2018
Planning Your Retirement from the Practice of Law; A.M. Pre-Cursor Intensive 8:30 AM - 12:00 PM
Business Taxation 101 – A.M. Pre-Cursor Intensive 8:30 AM - 12:00 PM
WealthCounsel California Forum Meeting 8:30 AM - 5:00 PM
Introduction to Advanced Estate Planning; P.M. Pre-Cursor Intensive 1:30 PM - 5:00 PM
Excursion - Little Italy Tour 5:30 PM - 9:30 PM
Tuesday, July 31, 2018
Opening Keynote - Dr. Edith Eva Eger 8:00 AM - 9:00 AM
Introductory Remarks with ElderCounsel and WealthCounsel 9:00 AM - 10:15 AM
Comprehensive Estate Planning 10:45 AM - 11:45 AM
Estate Planning Under the New Tax Law 10:45 AM - 11:45 AM
Lunch & Learn - Integrating Asset Protection into Your Estate Planning Practice, Sponsored by Lodmell & Lodmell, P.C. 12:00 PM - 12:45 PM
Lunch & Learn - Estate Planning for Special Cases: Athletes, Celebrities, Entertainers, and Selected Others—Planning for the ACES, Sponsored by Fox Rothschild LLP 12:00 PM - 12:45 PM
Lunch & Learn - Five Steps to Restoring Trust and Launching Your Breakout Year Presentation, Sponsored by Integrity Marketing Solutions 12:00 PM - 12:45 PM
Lunch & Learn - Your Brand Matters, Sponsored by Stewart Design 12:00 PM - 12:45 PM
Forum Leader Luncheon 12:00 PM - 1:00 PM
Case Studies in Asset Protection 1:15 PM - 2:15 PM
Pathway to a Successful Law Practice, Part 1: Working "On and Not In" the Practice 1:15 PM - 2:15 PM
Finding Appropriate Clients and Referral Sources for the Parental Protection Trust 1:15 PM - 2:15 PM
What's New and What's Coming in Wealth Docx® 1:15 PM - 2:15 PM
Release Your Elder Law Practice Floodgates: Business “Exit” Planning – Valuations and the 10 Options 1:15 PM - 2:15 PM
Understanding the New 20 Percent Deduction for Small Businesses 1:15 PM - 2:15 PM
Creative Planning Strategies for Clients with Disabilities 2:30 PM - 3:30 PM
Drafting the Ideal Parental Protection Trust 2:30 PM - 3:30 PM
Estate Planning for Retirement Assets 2:30 PM - 3:30 PM
Pathway to a Successful Law Practice, Part 2: How to Conduct an Effective State of the Union 2:30 PM - 3:30 PM
Elder Law in an Age of New Tech: Bitcoin Wealth and the Generation of Privacy 2:30 PM - 3:30 PM
Strategic Shapeshifting: A Step-by-Step Guide to Entity Conversions 2:30 PM - 3:30 PM
Attracting and Qualifying A+ Clients 4:00 PM - 5:00 PM
A Revenue Source You May Be Overlooking: Representing Trustees in Special Needs Trusts 4:00 PM - 5:00 PM
Modern Workplace Minefields 4:00 PM - 5:00 PM
Special Needs Planning: It's Not Just the Trust That's Important 4:00 PM - 5:00 PM
Avoiding Malpractice Claims and Navigating Ethical Minefields in Estate Planning - ETHICS 4:00 PM - 5:00 PM
Dealing with IRAs (and Other Tricky Assets) in Medicaid and VA Pension Planning 4:00 PM - 5:00 PM
Exhibitor Reception 5:30 PM - 7:00 PM
Wednesday, August 1, 2018
Breakfast & Learn - The 365 Day Strategic Marketing Plan!, Sponsored by: Practice42 7:00 AM - 7:45 AM
Trends in Elder Law: How to Thrive in Uncertain Times 8:00 AM - 9:15 AM
Thriving in Estate Planning, Part I 8:00 AM - 9:15 AM
San Diego Bingo 9:30 AM - 10:15 AM
Thriving in Estate Planning, Part II 10:30 AM - 11:45 AM
How to Take Your Elder Law Practice from Good to Great 10:30 AM - 11:45 AM
Lunch & Learn - Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!). Sponsored by The Ultimate Estate Planner 12:00 PM - 12:45 PM
Lunch & Learn - Everything an Elder Law Attorney Needs to Know Regarding Trust Lending Options for Properties in Irrevocable Trusts, Sponsored by Quontic Bank 12:00 PM - 12:45 PM
Lunch & Learn - Using Automated Technological Processes to Overcome Rugged Individualism, Sponsored by The Freedom Practice 12:00 PM - 12:45 PM
Avoid the Top Ten Mistakes Made with Beneficiary Designations 1:15 PM - 2:15 PM
Finding and Signing Appropriate Clients for Long Term Care Planning 1:15 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 Workshop 1:15 PM - 2:15 PM
Getting Clients to “Yes” 1:15 PM - 2:15 PM
The Business Prenup: The Mechanics of Buy-Sells, Part I 1:15 PM - 2:15 PM
The Business Prenup: The Mechanics of Buy-Sells, Part II 2:30 PM - 3:30 PM
Never Miss a Deadline: Creating Effective Workflows in Your Elder Law Practice 2:30 PM - 3:30 PM
5 Opportunities for Additional Revenue You May Be Missing 2:30 PM - 3:30 PM
Drafting the Ideal Medicaid Trust 2:30 PM - 3:30 PM
How to Obtain Client and Advisor Buy-In When Planning with Retirement Assets 2:30 PM - 3:30 PM
The State of Estate Planning: Regulatory and Tax Law Update 2:30 PM - 3:30 PM
The Importance of Top-of-Mind Awareness Marketing (and How to Do it Efficiently) 4:00 PM - 5:00 PM
A Deeper Dive: Choice of Entity from a Holistic Perspective 4:00 PM - 5:00 PM
Building Client Relationships to Enhance Firm Value 4:00 PM - 5:00 PM
What's New and What's Coming in Business Docx® 4:00 PM - 5:00 PM
Proven Strategies to Gain Referrals from Other Practitioners 4:00 PM - 5:00 PM
Member Appreciation Reception 5:30 PM - 7:00 PM
Thursday, August 2, 2018
Mindfulness for Lawyers 8:00 AM - 8:50 AM
What’s a Transfer Tax? The Role of Income Tax Planning in an Age of High Exemptions 9:00 AM - 10:00 AM
10 Hottest Topics in Elder Law and Special Needs Planning 9:00 AM - 10:00 AM
3 Things You Should Do Now to Improve Your Life at the Office 10:15 AM - 11:15 AM
Closing Activities 11:15 AM - 12:00 PM