*Keep checking back as more sessions will be added in the weeks to come.
Tuesday, July 30, 2019
Early Registration7:00 AM - 9:00 AM
Initial Client Visit9:00 AM - 12:00 PM
Massachusetts Forum Meeting9:00 AM - 4:30 PM
Estate Planning Essentials9:00 AM - 5:00 PM
Business Law Essentials9:00 AM - 5:00 PM
Trust Admin Essentials2:00 PM - 5:00 PM
Registration Open4:00 PM - 6:00 PM
Fenway Park VIP Experience6:00 PM - 10:00 PM
Wednesday, July 31, 2019
Registration Open/Light Breakfast7:00 AM - 8:00 AM
Opening Session8:00 AM - 9:00 AM
Firearms in Trusts & Estates - What Could Go Wrong 9:05 AM - 10:05 AM
Marital Deduction Planning in the New Tax Environment9:05 AM - 10:05 AM
Adding Business Planning to an Estate Planning Practice9:05 AM - 10:05 AM
How to Make Money in Trust Administration9:05 AM - 10:05 AM
First Impressions Are Everything: The Initial Client Call9:05 AM - 10:05 AM
Foreign Tax Issues for the Domestic U.S. Estate Planner9:05 AM - 10:05 AM
Exhibitor Networking10:05 AM - 10:30 AM
5 Mindsets to Unlock Hidden Potential in Advisor Relationships10:30 AM - 11:30 AM
Do's and Don'ts of Funding10:30 AM - 11:30 AM
Private Decanting10:30 AM - 11:30 AM
What's New and Coming in Wealth Docx and Business Docx10:30 AM - 11:30 AM
IP Basics for Small Business Attorneys10:30 AM - 11:30 AM
Funding is Dead10:30 AM - 11:30 AM
California WealthCounsel Member Lunch Meetup11:30 AM - 12:30 PM
Keynote Speaker12:30 PM - 2:30 PM
Becoming Indispensable: How To Be Your Firm's Greatest Asset1:00 PM - 2:15 PM
The 5 W's of Harnessing Tech in Your Law Firm2:30 PM - 3:30 PM
The “Hidden In Plain Sight” Profit Center: Increase Firm Revenues and Value By Offering Trustee Services2:45 PM - 3:45 PM
Vision, Strategy, and Execution - A Framework to Improve Your Law Firm2:45 PM - 3:45 PM
CANCELLED - Choice of Entity and Planning Post-Tax Reform2:45 PM - 3:45 PM
Estate Planning for Large Estates2:45 PM - 3:45 PM
How to Provide Comprehensive Planning Services to Seniors and Clients With Disabilities2:45 PM - 3:45 PM
How to Handle the Difficult Client 3:45 PM - 4:45 PM
Principles of Fiduciary Income Tax4:00 PM - 5:00 PM
Self-Directed IRAs4:00 PM - 5:00 PM
Leadership Through Empowerment: Increasing Profits by Empowering your Team to Take Ownership of Your Firm4:00 PM - 5:00 PM
Not All Families Look Alike4:00 PM - 5:00 PM
How to Avoid Malpractice When Representing Seniors4:00 PM - 5:00 PM
Attendee Appreciation Reception - Thompson Island5:30 PM - 9:00 PM
Thursday, August 1, 2019
The Soul of the Law: How to Forge Lasting Relationships for a Rich Cultural, Personal and Professional Life8:00 AM - 9:30 AM
Business Succession Planning8:00 AM - 9:30 AM
Don't Give up 5 Minutes Before the Miracle (Substance Abuse/Competence)8:00 AM - 9:30 AM
How to Handle Retirement Accounts in Special Needs Planning8:00 AM - 9:30 AM
Thriving in Estate Planning8:00 AM - 9:30 AM
Ethical Issues in Representing Clients with Diminished Capacity9:40 AM - 10:55 AM
Be the CEO of Your Practice9:40 AM - 10:55 AM
Current Developments in Business Law9:40 AM - 10:55 AM
Fiduciary Selection9:40 AM - 10:55 AM
Drafting to Maximize Transfer Tax & Income Tax Benefits9:40 AM - 10:55 AM
Exhibitor Networking10:55 AM - 11:15 AM
The Power of WealthCounsel Peer Groups11:15 AM - 12:00 PM
Forum Leader Luncheon12:00 PM - 1:15 PM
New Product Release Demo: Wealth Tracx, a Trust Administration Solution1:15 PM - 2:00 PM
Making Your Estate Planning Documents Litigation Proof2:15 PM - 3:45 PM
Current Developments in Trusts and Estates2:15 PM - 3:45 PM
Drafting Bootcamp2:15 PM - 3:45 PM
How to Accomplish More on Monday than Most People Do in an Entire Week2:15 PM - 3:45 PM
Exhibitor Networking3:45 PM - 4:30 PM
Coventry: Introduction to Life Settlements4:00 PM - 5:00 PM
IRA Life Expectancy Payout Changes Under the “SECURE Bill” and the Best Ideas So Far 4:00 PM - 5:00 PM
Exhibitor Networking Reception4:30 PM - 6:00 PM
Hub Networking Reception5:00 PM - 6:30 PM
Friday, August 2, 2019
Old Dogs; New Tricks – A Roundtable Discussion for Ideas, Issues, Tips and Traps for Seasoned Practitioners7:00 AM - 7:45 AM
Driving and Tracking Profitability with Real Life Examples You Can Implement8:00 AM - 9:00 AM
The Importance of Basis8:00 AM - 9:00 AM
Asset Protection Update After Toni18:00 AM - 9:00 AM
Case Studies in Estate Planning for Retirement Benefits and Death and Taxes: The Inherited Retirement Plan9:15 AM - 11:40 AM
Closing Remarks11:40 AM - 12:00 PM