Wednesday, September 10 – Friday, September 12, 2025

We are excited to share the learning opportunities that Symposium 2025 has in store. Please continue to check back as more information will be added to the agenda.

Symposium 2025 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. 

12:00 PM - 6:00 PM
Symposium Registration Desk Open
 
7:00 AM - 5:00 PM
Registration Desk Open
 
 
7:15 AM - 8:15 AM
Beyond the Fee Schedule: Navigating the Dark Side of the Practice of Law
 
Yvonne Eckert - WealthCounsel, LLC
7:30 AM - 8:30 AM
Breakfast in Exhibit Hall
 
 
7:30 AM - 5:00 PM
Information and CLE Desk Open
 
 
8:30 AM - 9:20 AM
Welcome and Keynote
 
Henna Shah - WealthCounsel, LLC
Yvonne Eckert - WealthCounsel, LLC
9:20 AM - 9:45 AM
Networking Break in Exhibit Hall
 
 
9:45 AM - 11:15 AM
Recent Developments
 
Samuel Donaldson - Georgia State University College of Law
11:15 AM - 11:30 AM
Networking Break in Exhibit Hall
 
 
11:30 AM - 1:00 PM
Navigating Legal Quicksand: Avoiding State Law Traps When Clients Cross Borders
 
Gerry W. Beyer - Texas Tech University School of Law
1:00 PM - 2:30 PM
Lunch in Exhibit Hall
 
 
2:30 PM - 3:30 PM
Planning for Special Needs Beneficiaries: Now and 70 Years in the Future
Elder Law
Stephen Dale - Stephen Dale
Bridget O’Brien Swartz - Mission Management & Trust Co.
Structuring the Modern Side Hustle: Business and Estate Planning Strategies for Today’s Entrepreneur
Trusts & Estates, Business Law
Temi Siyanbade - The Law Office of Temi Siyanbade, PLLC
Estate Planning with a Bang: Firearms Trusts Demystified
Trusts & Estates
Angela Tormey - ACEMaven Legal, P.A.
From Traditional to Digital: Selecting the Right Office Space for Your Firm in 2025
Practice Building
Roberto Seda - Seda Law Firm PLLC
3:30 PM - 3:45 PM
Networking Break in Exhibit Hall
 
 
3:45 PM - 4:45 PM
The Four-Phase Client Engagement Process for Advanced Estate Planning
Practice Building, Trusts & Estates
Craig Hersch - Sheppard Law Firm, P.A.
Preserving the Legacy: Navigating Family Business Ownership and Succession
Business Law
Greg Monday - Reinhart Boerner Van Deuren s.c.
Sean Muntz - RMO LLP
Incapacity and Probate: Thoughts from the Bench
Elder Law
Judge Michael Newman - Michael Newman Mediations
The ABCs and 123s of IDGTs
Trusts & Estates
Mark Skandier - Private Wealth Counsel
5:00 PM - 6:30 PM
Welcome Reception
 
 
7:00 AM - 5:00 PM
Registration Desk Open
 
 
7:15 AM - 8:15 AM
Embracing Efficiency: Operating Excellence in the Modern Law Firm
 
Christy A. Schmidt - LEAP US
7:30 AM - 8:30 AM
Breakfast in Exhibit Hall
 
 
7:30 AM - 5:30 PM
Information and CLE Desk Open
 
 
8:30 AM - 9:30 AM
Planning for the Silver Tsunami: Solutions for an Aging Population
 
Vincent Russo - Russo Law Group, P.C.
9:30 AM - 9:45 AM
Networking Break in Exhibit Hall
 
 
9:45 AM - 10:45 AM
How to Get Rid of a Dead Body
 
Tanya Marsh - Wake Forest University School of Law
10:45 AM - 11:15 AM
Networking Break in Exhibit Hall
 
 
11:15 AM - 12:15 PM
Avoiding Common Errors in Special Needs Planning
Special Needs
Kevin Urbatsch - The Urbatsch Law Firm, P.C.
Michele Fuller-Urbatsch - Michigan Law Center PLLC
Buy-Sell Agreements in 2025: What Every Estate Planning Attorney Must Know
Business Law
Paul Bernstein - The Bernstein Law Group, PC
Daniel Capobianco - Law Offices of Daniel B. Capobianco
The READY Habit™: Build Trust, Visibility, and Authority Through Sustainable Video Leadership
Practice Building
Temi Siyanbade - The Law Office of Temi Siyanbade, PLLC
12:15 PM - 1:45 PM
Lunch in Exhibit Hall
 
 
Forum Leaders Luncheon (by invitation only)
 
 
1:45 PM - 2:45 PM
Charitable Giving: How to Assist Clients with Tax-Savvy Giving of Non-Cash Assets
Trusts & Estates
David Cahoone - The Dorcey Law Firm, PLC
Withdrawal Rights and Annual Exclusion Gifts: A “Crummey” Solution?
Trusts & Estates
Griffin Bridgers - Hutchins & Associates LLC
AI’ve Got a Plan: Using Artificial Intelligence to Power Up Your Practice
Practice Building
Fran-Marie Silveri - WealthCounsel, LLC
Jessica Spenik - WealthCounsel, LLC
2:45 PM - 3:00 PM
Networking Break in Exhibit Hall
 
 
3:00 PM - 4:00 PM
Revenue Rulings Every Estate Planner Should Know
Trusts & Estates
Jeffrey Williamson - J. L. Williamson Law Group, LLC
Using LLCs to Hold Real Estate, Including Long- and Short-Term Rentals
Business Law
Matthew Rappaport - Falcon Rappaport & Berkman LLP
Examining HEMS: Tailoring Trusts for Protection
Trusts & Estates
Phoebe Stone - WealthCounsel, LLC
4:00 PM - 4:20 PM
Networking Break in Exhibit Hall
 
 
4:20 PM - 5:20 PM
Getting Paid Well at Each Stage of Your Law Practice Growth
Practice Building
Ali Katz - New Law Business Model
Current Developments in Elder Law
Elder Law
Zach Bloxham - WealthCounsel, LLC
IRAs Payable to Trust: Fiduciary Income Taxation
Trusts & Estates
Robert S. Keebler - Keebler & Associates, LLP
7:30 AM - 8:30 AM
Breakfast in Exhibit Hall
 
 
7:30 AM - 12:00 PM
Registration Desk Open
 
 
Information and CLE Desk Open
 
 
8:30 AM - 9:30 AM
What My Broken Nose, Spider-Man, and the Russian Invasion Teach About Conflicts
 
Stuart Teicher - Georgetown Law
9:30 AM - 10:00 AM
Networking Break in Exhibit Hall
 
 
10:00 AM - 11:00 AM
Fundamentals of Income Taxation of Trusts & Form 1041
 
Robert S. Keebler - Keebler & Associates, LLP
11:00 AM - 11:30 AM
WealthCounsel Symposium Closing
 
 
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