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 1 | 8:00 AM - 5:00 PM | ||
Tuesday, July 21, 2020 | |||
Trust Administration Intensive - 1 Day Precursor | 8:00 AM - 5:00 PM | ||
Revocable Living Trust Drafting Intensive - 1 Day Precursor | 8:00 AM - 5:00 PM | ||
Tax Intensive - 2 Day Precursor - Day 2 | 8:00 AM - 5:00 PM | ||
Wednesday, July 22, 2020 | |||
Breakfast & Networking in Exhibit Hall | 7:00 AM - 8:00 AM | ||
Opening Remarks | 8:00 AM - 8:45 AM | ||
What Paralegals Need to Know About Estate Planning | 9:00 AM - 10:00 AM | Paraprofessionals | |
SECURE Act Update | 9:00 AM - 10:00 AM | Business Law, Trusts & Estates Advanced, Trusts & Estates Core | |
Counseling Clients Who Are Charitably Inclined | 10:15 AM - 11:15 AM | Trusts & Estates Core | |
Employment Law Updates for the Business Lawyer | 10:15 AM - 11:15 AM | Business Law | |
Estate Planning and Divorce | 10:15 AM - 11:15 AM | Trusts & Estates Advanced | |
10 Client Resources You Must Create Now | 10:15 AM - 11:15 AM | Paraprofessionals | |
Drafting Buy-Sell Agreements | 11:30 AM - 12:30 PM | Business Law | |
Social Media Ethics for Attorneys | 11:30 AM - 12:30 PM | Practice Success | |
Your Role in Creating an A+ Client Experience | 11:30 AM - 12:30 PM | Paraprofessionals | |
Religious Considerations in Estate Planning | 11:30 AM - 12:30 PM | Trusts & Estates Core | |
Selection and Administrative Duties of Successor Trustees | 11:30 AM - 12:30 PM | Trusts & Estates Advanced | |
Luncheon | 12:30 PM - 2:00 PM | ||
T&E Core TBD | 2:00 PM - 3:00 PM | Trusts & Estates Core | |
Representing Entrepreneurial Clients - The Initial Client Meeting | 2:00 PM - 3:00 PM | Business Law | |
Stop Doing These 10 Things for a Happier Attorney | 2:00 PM - 3:00 PM | Paraprofessionals | |
Tax Aspects of Commutation, Termination & Decanting of Trusts | 2:00 PM - 3:00 PM | Trusts & Estates Advanced | |
Advanced Estate Planning for Large Retirement Accounts: The Mathematics | 3:15 PM - 4:15 PM | Trusts & Estates Advanced | |
Dissecting Financial Statements - What Every Business Lawyer Should Know | 3:15 PM - 4:15 PM | Business Law | |
Organizational and Productivity Tips, Tricks, and Tools | 3:15 PM - 4:15 PM | Paraprofessionals | |
Ethics in Estate Planning | 3:15 PM - 4:15 PM | Trusts & Estates Core | |
Legal Services and Funding Sources for Startups | 4:30 PM - 5:30 PM | Business Law | |
Technology for Law Firms | 4:30 PM - 5:30 PM | Paraprofessionals | |
What Estate Planning Lawyers Need to Know About Their Client's Foreign Assets | 4:30 PM - 5:30 PM | Trusts & Estates Core | |
State Income Tax Planning After Kaestner | 4:30 PM - 5:30 PM | Trusts & Estates Advanced | |
Exhibit Hall Happy Hour | 5:45 PM - 7:15 PM | ||
Thursday, July 23, 2020 | |||
Breakfast & Networking in Exhibit Hall | 7:00 AM - 8:00 AM | ||
Para TBD | 8:00 AM - 10:00 AM | Paraprofessionals | |
Current Developments in Estate Planning & Business Law | 8:00 AM - 10:00 AM | Business Law, Trusts & Estates Advanced, Trusts & Estates Core | |
Choice of Entity: Non-Tax Considerations | 10:15 AM - 11:45 AM | Business Law | |
T&E Core & Advanced Session | 10:15 AM - 11:45 AM | ||
Wealth Docx Drafting for Paralegals | 10:15 AM - 11:45 AM | Paraprofessionals | |
Lunch | 11:45 AM - 1:15 PM | ||
Trust Funding for Paralegals | 1:15 PM - 2:45 PM | Paraprofessionals | |
Case Study in Business Succession Planning – The Confluence of Business and Personal Design | 1:15 PM - 2:45 PM | Business Law | |
Top 12 Asset Protection Strategies | 1:15 PM - 2:45 PM | Trusts & Estates Advanced, Trusts & Estates Core | |
Creating a Client Maintenance Program | 2:55 PM - 4:25 PM | Practice Success | |
Perspectives on the Initial Consultation | 2:55 PM - 4:25 PM | Trusts & Estates Advanced, Trusts & Estates Core | |
Trust Administration Basics for Paralegals | 2:55 PM - 4:25 PM | Paraprofessionals | |
Structuring Family Owned and Closely Held Businesses | 2:55 PM - 4:25 PM | Business Law | |
Best Practices for Supporting Transgender Employees and Clients | 2:55 PM - 4:25 PM | Specialty | |
The Conversation Project | 4:35 PM - 5:35 PM | Trusts & Estates Advanced, Trusts & Estates Core | |
Small Business Purchase and Sale Transactions | 4:35 PM - 5:35 PM | Business Law | |
Member Appreciation Reception | 5:45 PM - 7:45 PM | ||
Friday, July 24, 2020 | |||
Breakfast & Networking in Exhibit Hall | 7:00 AM - 8:00 AM | ||
Para TBD | 8:00 AM - 9:00 AM | Paraprofessionals | |
Key Ethics Concerns for the Business Attorney | 8:00 AM - 9:00 AM | Business Law | |
T&E Core & Adv TBD | 8:00 AM - 9:00 AM | ||
The Six Magic Steps to Power Marketing, Part 1 | 9:15 AM - 10:15 AM | Business Law, Paraprofessionals, Practice Success, Specialty, Trusts & Estates Advanced, Trusts & Estates Core | |
The Six Magic Steps to Power Marketing, Part 2 | 10:30 AM - 11:30 AM | Business Law, Paraprofessionals, Practice Success, Specialty, Trusts & Estates Advanced, Trusts & Estates Core | |
Closing activities | 11:45 AM - 12:00 PM |