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:

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
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 AMParaprofessionals 
SECURE Act Update9:00 AM - 10:00 AMBusiness Law, Trusts & Estates Advanced, Trusts & Estates Core 
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 
Estate Planning and Divorce10:15 AM - 11:15 AMTrusts & Estates Advanced 
10 Client Resources You Must Create Now10:15 AM - 11:15 AMParaprofessionals 
Drafting Buy-Sell Agreements11:30 AM - 12:30 PMBusiness Law 
Social Media Ethics for Attorneys11:30 AM - 12:30 PMPractice Success 
Your Role in Creating an A+ Client Experience11:30 AM - 12:30 PMParaprofessionals 
Religious Considerations in Estate Planning11:30 AM - 12:30 PMTrusts & Estates Core 
Selection and Administrative Duties of Successor Trustees11:30 AM - 12:30 PMTrusts & Estates Advanced 
Luncheon12:30 PM - 2:00 PM  
T&E Core TBD2:00 PM - 3:00 PMTrusts & Estates Core 
Representing Entrepreneurial Clients - The Initial Client Meeting2:00 PM - 3:00 PMBusiness Law 
Stop Doing These 10 Things for a Happier Attorney2:00 PM - 3:00 PMParaprofessionals 
Tax Aspects of Commutation, Termination & Decanting of Trusts2:00 PM - 3:00 PMTrusts & Estates Advanced 
Advanced Estate Planning for Large Retirement Accounts: The Mathematics 3:15 PM - 4:15 PMTrusts & Estates Advanced 
Dissecting Financial Statements - What Every Business Lawyer Should Know3:15 PM - 4:15 PMBusiness Law 
Organizational and Productivity Tips, Tricks, and Tools3:15 PM - 4:15 PMParaprofessionals 
Ethics in Estate Planning3:15 PM - 4:15 PMTrusts & Estates Core 
Legal Services and Funding Sources for Startups4:30 PM - 5:30 PMBusiness Law 
Technology for Law Firms4:30 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  
Para TBD8:00 AM - 10:00 AMParaprofessionals 
Current Developments in Estate Planning & Business Law8:00 AM - 10:00 AMBusiness Law, Trusts & Estates Advanced, Trusts & Estates Core 
Choice of Entity: Non-Tax Considerations 10:15 AM - 11:45 AMBusiness Law 
T&E Core & Advanced Session10:15 AM - 11:45 AM  
Wealth Docx Drafting for Paralegals10:15 AM - 11:45 AMParaprofessionals 
Lunch11:45 AM - 1:15 PM  
Trust Funding for Paralegals1:15 PM - 2:45 PMParaprofessionals 
Case Study in Business Succession Planning – The Confluence of Business and Personal Design1:15 PM - 2:45 PMBusiness Law 
Top 12 Asset Protection Strategies1:15 PM - 2:45 PMTrusts & Estates Advanced, Trusts & Estates Core 
Creating a Client Maintenance Program2:55 PM - 4:25 PMPractice Success 
Perspectives on the Initial Consultation2:55 PM - 4:25 PMTrusts & Estates Advanced, Trusts & Estates Core 
Trust Administration Basics for Paralegals2:55 PM - 4:25 PMParaprofessionals 
Structuring Family Owned and Closely Held Businesses2:55 PM - 4:25 PMBusiness Law 
Best Practices for Supporting Transgender Employees and Clients2:55 PM - 4:25 PMSpecialty 
The Conversation Project4:35 PM - 5:35 PMTrusts & Estates Advanced, Trusts & Estates Core 
Small Business Purchase and Sale Transactions4:35 PM - 5:35 PMBusiness Law 
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 AMParaprofessionals 
Key Ethics Concerns for the Business Attorney8:00 AM - 9:00 AMBusiness Law 
T&E Core & Adv TBD8:00 AM - 9:00 AM  
The Six Magic Steps to Power Marketing, Part 19:15 AM - 10:15 AMBusiness Law, Paraprofessionals, Practice Success, Specialty, Trusts & Estates Advanced, Trusts & Estates Core 
The Six Magic Steps to Power Marketing, Part 210:30 AM - 11:30 AMBusiness Law, Paraprofessionals, Practice Success, Specialty, Trusts & Estates Advanced, Trusts & Estates Core 
Closing activities11:45 AM - 12:00 PM