Name
Thriving in Estate Planning, Part II
Date & Time
Wednesday, August 1, 2018, 10:30 AM - 11:45 AM
Speakers
Carl Waldman - Carl R. Waldman, A Law Corporation
William Conway - Legacy Counsel Law, PLLC
Stan Miller - Pinnacle Legacy Law
Carl Waldman William Conway Stan Miller
Description
In this second session of this two-part series, practitioners learn about specific novel estate planning techniques they can use to optimize their practice. More traditional planning methods will also be discussed, as well as creative ways in which they can be implemented. There will also be demonstrations, as appropriate, of how to use Wealth Docx® in order to effectuate the various techniques.
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