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:

Name Time Tracks Eligible Credits
Monday, July 20, 2020
Tax Intensive - 2 Day Precursor - Day 18:00 AM - 5:00 PM  
Tuesday, July 21, 2020
Tax Intensive - 2 Day Precursor - Day 28:00 AM - 5:00 PM  
Revocable Living Trust Drafting Intensive - 1 Day Precursor8:00 AM - 5:00 PM  
Trust Administration Intensive - 1 Day Precursor8:00 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  
SECURE Act Update9:00 AM - 10:00 AMBusiness Law, Trusts & Estates Advanced, Trusts & Estates Core 
Organizational and Productivity Tips, Tricks, and Tools9:00 AM - 10:00 AMParaprofessionals 
Estate Planning and Divorce10:15 AM - 11:15 AMTrusts & Estates Advanced 
Wealth Docx Drafting for Paralegals10:15 AM - 11:15 AMParaprofessionals 
Counseling Clients Who Are Charitably Inclined10:15 AM - 11:15 AMTrusts & Estates Core 
Employment Law Updates for the Business Lawyer10:15 AM - 11:15 AMBusiness Law 
T&E Core TBD11:30 AM - 12:30 PMTrusts & Estates Core 
Your Role in Creating an A+ Client Experience11:30 AM - 12:30 PMParaprofessionals 
Drafting Buy-Sell Agreements11:30 AM - 12:30 PMBusiness Law 
Selection and Administrative Duties of Successor Trustees11:30 AM - 12:30 PMTrusts & Estates Advanced 
Luncheon12:00 PM - 2:00 PM  
Tax Aspects of Commutation, Termination & Decanting of Trusts2:00 PM - 3:00 PMTrusts & Estates Advanced 
Representing Entrepreneurial Clients - the Initial Client Meeting2:00 PM - 3:00 PMBusiness Law 
Creating a Trust Funding Process2:00 PM - 3:00 PMParaprofessionals 
T&E Core TBD2:00 PM - 3:00 PMTrusts & Estates Core 
Dissecting Financial Statements - What Every Business Lawyer Should Know3:15 PM - 4:15 PMBusiness Law 
Advanced Estate Planning for Large Retirement Accounts: The Mathematics 3:15 PM - 4:15 PMTrusts & Estates Advanced 
T&E Core TBD3:15 PM - 4:15 PMTrusts & Estates Core 
Para TBD3:15 PM - 4:15 PMParaprofessionals 
Para TBD4:30 PM - 5:30 PMParaprofessionals 
What Estate Planning Lawyers Need to Know About Their Client's Foreign Assets 4:30 PM - 5:30 PMTrusts & Estates Core 
State Income Tax Planning After Kaestner4:30 PM - 5:30 PMTrusts & Estates Advanced 
Exhibit Hall Happy Hour5:45 PM - 7:15 PM  
Thursday, July 23, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM  
Current Developments in Estate Planning & Business Law8:00 AM - 10:00 AMBusiness Law, Trusts & Estates Advanced, Trusts & Estates Core 
Para TBD8:00 AM - 10:00 AMParaprofessionals 
Para TBD10:15 AM - 11:45 AMParaprofessionals 
Bus TBD10:15 AM - 11:45 AMBusiness Law 
T&E Core & Adv TBD10:15 AM - 11:45 AM  
Lunch12:00 PM - 1:30 PM  
Structuring Family Owned and Closely Held Businesses1:30 PM - 3:00 PMBusiness Law 
10 Clients Resources You Must Create Now1:30 PM - 3:00 PMParaprofessionals 
Top 12 Asset Protection Strategies1:30 PM - 3:00 PMTrusts & Estates Advanced, Trusts & Estates Core 
Perspectives on the Initial Consultation3:15 PM - 4:15 PMTrusts & Estates Advanced, Trusts & Estates Core 
Para TBD3:15 PM - 4:15 PMParaprofessionals 
Case Studies in Business Succession Planning3:15 PM - 4:15 PMBusiness Law 
T&E Core & Adv TBD4:30 PM - 5:30 PMTrusts & Estates Advanced, Trusts & Estates Core 
Small Business Purchase and Sale Transactions4:30 PM - 5:30 PMBusiness Law 
Member Appreciation Reception5:45 PM - 7:45 PM  
Friday, July 24, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM  
T&E Core & Adv TBD8:00 AM - 9:00 AM  
Funding Startups8:00 AM - 9:00 AMBusiness Law 
Para TBD8:00 AM - 9:00 AMParaprofessionals 
Para TBD9:15 AM - 10:15 AMParaprofessionals 
T&E Core & Adv TBD9:15 AM - 10:15 AM  
Key Ethics Concerns for the Business Attorney9:15 AM - 10:15 AMBusiness Law 
TBD all10:30 AM - 11:30 AM  
Closing activities11:45 AM - 12:00 PM