Tuesday, September 24 – Thursday, September 26

We are excited to share the learning opportunities that Symposium 2024 has in store. Please continue to check back as more information will be added to the agenda.

Symposium 2024 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. 

Time Name Location Name
12:00 PM - 5:00 PMSymposium Registration Desk OpenRegistration Desk 4
5:00 PM - 6:00 PMEstate Planning Bootcamp Alumni ReceptionTuscany Kitchen/Donatello 1
7:00 AM - 5:00 PMRegistration and CLE Desks Open Registration Desk 4
7:30 AM - 8:30 AMBreakfast in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
8:30 AM - 8:40 AMOpening RemarksYvonne Eckert - WealthCounsel LLCTower Ballroom 1, 4, 6
8:40 AM - 9:30 AMKeynote Address: The Path Forward: Innovation, Challenges, and Opportunities in Estate PlanningHenna Shah - WealthCounsel, LLC
Rachel Grantham - LEAP		Tower Ballroom 1, 4, 6
9:30 AM - 9:45 AMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
9:45 AM - 11:15 AMShifting Landscapes: Navigating Current Developments in Federal TaxSamuel Donaldson - Georgia State University College of LawTower Ballroom 1, 4, 6
11:15 AM - 11:30 AMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
11:30 AM - 12:30 PMChatOMG: Ethical Pros & Cons of Using AISean Carter - Mesa CLETower Ballroom 1, 4, 6
12:30 PM - 2:30 PMLunch in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
1:00 PM - 2:00 PMLunchtime Panel (RSVP Required) - Transforming Your Practice with AIAri Bulmash - LEAP Legal Software
Sun Dwivedi - WealthCounsel, LLC
Roberto Seda - Seda Law Firm PLLC
Henna Shah - WealthCounsel, LLC
Jessica Spenik - WealthCounsel, LLC		Tower Ballroom 1, 4, 6
2:30 PM - 3:30 PMIntersection of Estate Planning and Business LawJoseph "AJ" Yolofsky - Yolofsky Law, P.A.Da Vinci 2-4
2:30 PM - 3:30 PMKnowing Your Worth: The Confidence-Driven Approach to PricingFran-Marie Silveri - WealthCounsel, LLC
Jessica Spenik - WealthCounsel, LLC		Raphael 1-2
2:30 PM - 3:30 PMNavigating the Nexus: Medicaid Planning within Guardianship ProceedingsEric Einhart - Russo Law Group, P.C.Raphael 3
2:30 PM - 3:30 PMBeyond Inheritance: Navigating Beneficiary Income Tax Issues in Trust AdministrationCraig Hersch - Sheppard Law Firm, P.A.Tower Ballroom 1, 4, 6
3:30 PM - 4:00 PMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
4:00 PM - 5:00 PMBeyond Words: Understanding the Importance of Letters of IntentKelly Piacenti - MassMutual SpecialCare
Jerry L. Hulick - MassMutual		Da Vinci 2-4
4:00 PM - 5:00 PMSuccession by Design: Crafting Tax-Efficient Plans for Business ContinuityDaniel Capobianco - Law Offices of Daniel B. CapobiancoTower Ballroom 1, 4, 6
4:00 PM - 5:00 PMUsing Unique VA Pension Rules and the Veterans Asset Protection Trust to Assist Wartime Veterans and SpousesZach Bloxham - WealthCounsel, LLCRaphael 3
4:00 PM - 5:00 PMStand Out, Be Seen: Strategies for Marketing and VisibilityRoberto Seda - Seda Law Firm PLLCRaphael 1-2
5:00 PM - 6:30 PMWelcome Reception Tower Ballrooms 2, 3, 5, 7, 8
7:00 AM - 5:00 PMRegistration and CLE Desks Open Registration Desk 4
7:15 AM - 8:15 AMBreakfast Panel (RSVP Required) - Elevate Your Law Firm: How to Set Yourself Apart in Today's Legal MarketplaceAli Katz - New Law Business Model
Kristina Schneider - The Ultimate Estate Planner, Inc.
Denise Cullen - Atticus, Inc.
Yvonne Eckert - WealthCounsel LLC		Raphael 1-3
7:30 AM - 8:30 AMBreakfast in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
8:30 AM - 9:30 AMUnderstanding the Impact of CCA 202352018Robert S. Keebler - Keebler & Associates, LLPTower Ballroom 1, 4, 6
9:30 AM - 9:45 AMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
9:45 AM - 11:15 AMMaximizing the Potential Benefits of Inherited Retirement AssetsDenise Appleby - Appleby Retirement Consulting IncTower Ballroom 1, 4, 6
11:15 AM - 11:30 AMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
11:30 AM - 12:30 PMCurrent and Future (Maybe) Developments in Elder LawJill Roamer - WealthCounsel, LLC
Zach Bloxham - WealthCounsel, LLC		Da Vinci 2-4
11:30 AM - 12:30 PMGRATs: A Fantastic Strategy to Implement Today and Tomorrow, Sunset or NotDavid K. Cahoone - Dorcey Law FirmTower Ballroom 4
11:30 AM - 12:30 PMGlobal Wealth, Local Solutions: Estate Planning for Clients with International TiesK. Eli Akhavan - Grant Herrmann Schwartz & Klinger LLPRaphael 1-3
12:30 PM - 2:00 PMLunch in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
12:30 PM - 2:00 PMForum Leaders Luncheon (by invitation only) Tuscany Kitchen/Donatello 1
2:00 PM - 3:00 PMUsing a Wealth Docx Special Needs Trust as a Tax Planning ToolStephen Dale - Stephen Dale
Peter Wall - True Link Financial Advisors		Raphael 1-3
2:00 PM - 3:00 PMTo Have and To Hold: Demystifying Community PropertyPhoebe Stone - WealthCounsel, LLCDa Vinci 2-4
2:00 PM - 3:00 PMUnlocking the Success of Your Client Care Program: Establishing, Maintaining, and Maximizing its ProfitabilityVincent Bonazzoli - Family Estate Planning Law Group
Joshua Dorcey - The Dorcey Law Firm, PLC
Cameron Jones - LifeGen Law Group		Tower Ballroom 4
3:00 PM - 3:15 PMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
3:15 PM - 4:15 PMFrom Handshake to Paperwork: Practical Steps and Implications of LLC Interest TransfersRyan Snow - WealthCounsel, LLCDa Vinci 2-4
3:15 PM - 4:15 PMClearing the Path: Overcoming Funding and Title Hurdles in Estate PlanningYvonne Eckert - WealthCounsel LLCRaphael 1-3
3:15 PM - 4:15 PMCracking the Retirement Code: Understanding the Internal Revenue Code’s Treatment of Retirement Assets Brian Albee - WealthCounsel, LLCTower Ballroom 4
4:15 PM - 4:30 PMNetworking Break in Exhibit Hall Tower Ballrooms 2, 3, 5, 7, 8
4:30 PM - 5:30 PMBlueprint for Success: 5 Critical Components of an LLC Operating AgreementWhitney Sorrell - Sorrell Law Firm, PLCRaphael 1-3
4:30 PM - 5:30 PMAsset Protection for the Average Net Worth ClientDouglass Lodmell - Lodmell & Lodmell, P.C.Tower Ballroom 4
4:30 PM - 5:30 PMMedicaid's Any Circumstances Test: 20 Years LaterZach Bloxham - WealthCounsel, LLCDa Vinci 2-4