Name
Thriving in Estate Planning, Part I
Date & Time
Wednesday, August 1, 2018, 8:00 AM - 9:15 AM
Speakers
Carl Waldman - Carl R. Waldman, A Law Corporation
William Conway - Legacy Counsel Law, PLLC
Stan Miller - Pinnacle Legacy Law
William Conway - Legacy Counsel Law, PLLC
Stan Miller - Pinnacle Legacy Law
Description
This first session of a two-part series will address innovative approaches to estate planning that practitioners can incorporate into their practice. This discussion is particularly relevant due to planning opportunities created by this year's changes to the tax laws. The techniques discussed can benefit even clients who do not have estate taxable estates, so it is paramount that practitioners keep abreast of recent developments.
Sessions
Bill Conway, JD, Stan Miller, JD, Carl Waldman, JD
Session Type
Breakout Session
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.25
CLE Eligibility
Eligible for CLE credit