Symposium

Wednesday, October 25 — Friday, October 27

We are excited to share the learning opportunities that Symposium 2023 has in store. Please continue to check back as more information will be added to the agenda.

Symposium 2023 will feature morning general sessions and afternoon breakout sessions designed for you to choose the topics most aligned with your interests, experience level and professional goals. Topics to be addressed at Symposium will include recent developments, estate planning for special assets, business succession planning, ethical issues faced in estate planning, and frequently encountered estate planning issues related to common law and community property law. 

The day leading up to Symposium (October 24), we are offering precursor courses for those looking to increase their estate tax knowledge.

7:30 AM - 8:30 AM
Breakfast in Exhibit Hall
 
 
7:30 AM - 5:30 PM
Registration Desk Open
 
 
7:30 AM - 6:30 PM
Information Desk and CLE
 
 
8:30 AM - 9:30 AM
Welcome and Keynote
Yvonne Eckert - WealthCounsel LLC
Henna Shah - WealthCounsel, LLC
Rachel Grantham - LEAP
 
9:30 AM - 9:45 AM
Networking Break in Exhibit Hall
 
 
9:45 AM - 11:15 AM
Recent State and Federal Developments in Transfer Taxation and Estate Planning
Sharon L. Klein - Wilmington Trust
Sandy Schlesinger - Schlesinger Lazetera & Auchincloss LLP
 
11:15 AM - 11:30 AM
Networking Break in Exhibit Hall
 
 
11:30 AM - 12:30 PM
Blockchain and Digital Assets 2.0: Taxation, Reporting, and Planning
Abigail Rosen Earthman - Perkins Coie
Trusts & Estates
12:30 PM - 2:00 PM
Lunch in The Exhibit Hall
 
 
Open House: Preview the Future of Online Drafting at WealthCounsel
Cheryl Swenson - WealthCounsel, LLC
Mary Gibbons - WealthCounsel, LLC
 
2:00 PM - 3:00 PM
Making Sense of Tax Aspects of LLCs for Estate Planners
Whitney Sorrell - Sorrell Law Firm, PLC
Business Law
Thriving in Estate Planning Today
William Conway - Legacy Counsel Law, PLLC
Stan Miller - Pinnacle Legacy Law
Carl Waldman - Carl R. Waldman, A Law Corporation
Practice Building
Dodging Bullets: A Primer for Practitioners to Help Shield Their Clients from Unintentional Felonies
Angela Tormey - acemaven legal, p.a.
Trusts & Estates
3:00 PM - 3:30 PM
Networking Break in Exhibit Hall
 
 
3:30 PM - 4:30 PM
The Practice Gut Check
Steve Riley - Atticus®
Lori Pulvermacher - Atticus®
Practice Building
The Top Five Asset Protection Techniques, Including Hybrid DAPTs
Steven Oshins - Oshins & Associates, LLC
Trusts & Estates
Supported Decision Making and the SNT Practitioner
Stephen Dale - Stephen Dale
Elder Law
5:00 PM - 6:30 PM
Welcome Reception
 
 
7:30 AM - 8:30 AM
Breakfast in Exhibit Hall
 
 
7:30 AM - 5:15 PM
Information Desk and CLE
 
 
Registration Desk Open
 
 
8:30 AM - 9:30 AM
Yelp, I've Fallen for Social Media and I Can't LinkedOut: The Ethical Pitfalls of Social Media
Sean Carter - Mesa CLE
Ethics
9:35 AM - 10:35 AM
Increasing Your Profitability by Improving Your Processes
Natasha Malinsky - LEAP
 
10:35 AM - 11:00 AM
Networking Break in Exhibit Hall
 
 
11:00 AM - 12:00 PM
Hot Topics in Elder Law
Louis Pierro - Pierro, Connor & Strauss, LLC
Jill Roamer - WealthCounsel, LLC
Brian Albee - WealthCounsel, LLC
Elder Law
12:00 PM - 1:15 PM
Forum Leaders Luncheon
 
 
12:00 PM - 1:30 PM
Lunch in The Exhibit Hall
 
 
1:30 PM - 2:30 PM
Community Property Opt-In Trusts
Craig Hersch - Sheppard Law Firm, P.A.
Trusts & Estates
ABLE Accounts
Jerry L. Hulick - MassMutual
Kelly Piacenti - MassMutual SpecialCare
Elder Law
Contracts for Family Business Succession
Gregory Monday - Reinhart Boerner Van Deuren, S.C.
Business Law
2:30 PM - 2:45 PM
Networking Break in Exhibit Hall
 
 
2:45 PM - 3:45 PM
Common and Crucial 706, 709, and 1041 Mistakes
Robert S. Keebler - Keebler & Associates, LLP
Trusts & Estates
Estate Plans for Family Business Succession
Gregory Monday - Reinhart Boerner Van Deuren, S.C.
Business Law
Medicaid, MAPTs, and the Primary Residence
Christina Lamm - Makofsky Valente Law Group, P.C.
Zach Bloxham - WealthCounsel, LLC
Elder Law
3:45 PM - 4:15 PM
Networking Break in Exhibit Hall
 
 
4:15 PM - 5:15 PM
Lights, Camera, Action: Simple Ways to Use Video to Level Up Your Firm’s Marketing and Client Experience
Temi Siyanbade, JD - The Law Office of Temi Siyanbade, PLLC
Practice Building
How to Keep the Plans You Draft (and Yourself) Out of Court
Scott Rahn - RMO LLP
Trusts & Estates
Intel on Artificial Intelligence: A Panel Perspective
Stewart Shelline - WealthCounsel LLC - Inactive
Jenny Villier - WealthCounsel LLC - Inactive
Sean Carter - Mesa CLE
Yvonne Eckert - WealthCounsel LLC
Jessica Spenik - WealthCounsel, LLC
Trusts & Estates
5:30 PM - 8:00 PM
House of Straus Tour