After much thought and consideration, and with deep sadness, WealthCounsel has decided to cancel Symposium 2020. Click here for more information.

We are excited to share the learning opportunities Symposium 2020 has in store. Please continue to check back as more information will be added to the agenda.

During Symposium, July 22 - 24, 2020, you will be able choose sessions from six educational tracks to help you meet your professional goals--no matter your experience level. You can attend sessions focused on the fundamentals of estate planning, advanced estate planning topics, business planning, developing your practice, and specialty topics. There is also a track with sessions created for paraprofessionals, so bring your whole office!

In the days leading up to Symposium (July 20-21), we are offering precursor courses for attorneys looking to hone their skills in certain areas:

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Name Time Track Eligible CLE Credits
Monday, July 20, 2020
Tax Intensive - 2 Day Precursor - Day 18:00 AM - 5:00 PM  
Tuesday, July 21, 2020
Trust Administration Intensive - 1 Day Precursor8:00 AM - 5:00 PM  
Revocable Living Trust Drafting Intensive - 1 Day Precursor8:00 AM - 5:00 PM  
Tax Intensive - 2 Day Precursor - Day 28:00 AM - 5:00 PM  
Wednesday, July 22, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM  
Opening Remarks8:00 AM - 8:45 AM  
What Paralegals Need to Know About Estate Planning9:00 AM - 10:00 AM  
SECURE Act Update9:00 AM - 10:00 AMPractice Building, Trusts & Estates, Business Law 
Counseling Clients Who Are Charitably Inclined10:15 AM - 11:15 AMBusiness Law 
Employment Law Updates for the Business Lawyer10:15 AM - 11:15 AMPractice Building 
Estate Planning and Divorce10:15 AM - 11:15 AMTrusts & Estates 
10 Client Resources You Must Create Now10:15 AM - 11:15 AM  
Drafting Buy-Sell Agreements11:30 AM - 12:30 PMPractice Building 
Social Media Ethics for Attorneys11:30 AM - 12:30 PMEthics 
Your Role in Creating an A+ Client Experience11:30 AM - 12:30 PM  
Religious Considerations in Estate Planning11:30 AM - 12:30 PMBusiness Law 
Selection and Administrative Duties of Successor Trustees11:30 AM - 12:30 PMTrusts & Estates 
Luncheon12:30 PM - 2:00 PM  
T&E Core TBD2:00 PM - 3:00 PMBusiness Law 
Representing Entrepreneurial Clients - The Initial Client Meeting2:00 PM - 3:00 PMPractice Building 
Stop Doing These 10 Things for a Happier Attorney2:00 PM - 3:00 PM  
Tax Aspects of Commutation, Termination & Decanting of Trusts2:00 PM - 3:00 PMTrusts & Estates 
Advanced Estate Planning for Large Retirement Accounts: The Mathematics 3:15 PM - 4:15 PMTrusts & Estates 
Dissecting Financial Statements - What Every Business Lawyer Should Know3:15 PM - 4:15 PMPractice Building 
Organizational and Productivity Tips, Tricks, and Tools3:15 PM - 4:15 PM  
Ethics in Estate Planning3:15 PM - 4:15 PMBusiness Law 
Legal Services and Funding Sources for Startups4:30 PM - 5:30 PMPractice Building 
Technology for Law Firms4:30 PM - 5:30 PM  
What Estate Planning Lawyers Need to Know About Their Client's Foreign Assets 4:30 PM - 5:30 PMBusiness Law 
State Income Tax Planning After Kaestner4:30 PM - 5:30 PMTrusts & Estates 
Exhibit Hall Happy Hour5:45 PM - 7:15 PM  
Thursday, July 23, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM  
Para TBD8:00 AM - 10:00 AM  
Current Developments in Estate Planning & Business Law8:00 AM - 10:00 AMPractice Building, Trusts & Estates, Business Law 
Choice of Entity: Non-Tax Considerations 10:15 AM - 11:45 AMPractice Building 
T&E Core & Advanced Session10:15 AM - 11:45 AM  
Wealth Docx Drafting for Paralegals10:15 AM - 11:45 AM  
Lunch11:45 AM - 1:15 PM  
Trust Funding for Paralegals1:15 PM - 2:45 PM  
Case Study in Business Succession Planning – The Confluence of Business and Personal Design1:15 PM - 2:45 PMPractice Building 
Top 12 Asset Protection Strategies1:15 PM - 2:45 PMTrusts & Estates, Business Law 
Creating a Client Maintenance Program2:55 PM - 4:25 PMEthics 
Perspectives on the Initial Consultation2:55 PM - 4:25 PMTrusts & Estates, Business Law 
Trust Administration Basics for Paralegals2:55 PM - 4:25 PM  
Structuring Family Owned and Closely Held Businesses2:55 PM - 4:25 PMPractice Building 
Best Practices for Supporting Transgender Employees and Clients2:55 PM - 4:25 PMElder Law 
The Conversation Project4:35 PM - 5:35 PMTrusts & Estates, Business Law 
Small Business Purchase and Sale Transactions4:35 PM - 5:35 PMPractice Building 
Member Appreciation Reception5:45 PM - 7:45 PM  
Friday, July 24, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM  
Para TBD8:00 AM - 9:00 AM  
Key Ethics Concerns for the Business Attorney8:00 AM - 9:00 AMPractice Building 
T&E Core & Adv TBD8:00 AM - 9:00 AM  
The Six Magic Steps to Power Marketing, Part 19:15 AM - 10:15 AMPractice Building, , Ethics, Elder Law, Trusts & Estates, Business Law 
The Six Magic Steps to Power Marketing, Part 210:30 AM - 11:30 AMPractice Building, , Ethics, Elder Law, Trusts & Estates, Business Law 
Closing activities11:45 AM - 12:00 PM