This three-day series — “Thriving in Estate Planning” — is focused on opportunities for estate planning practice development in light of the 2020 election.
WealthCounsel’s three-legged stool approach to education:
“Sell it” refers to WealthCounsel’s practice development resources to support your client acquisition and maintenance efforts.
“Draft it” refers to WealthCounsel’s drafting tools that enable you to implement legal strategies through customized drafting.
“Learn it” refers to WealthCounsel’s substantive education on basic estate planning concepts through complex, tax-driven strategies.
As we examine the 2020 Election and the opportunities it brings, we address all three legs of the stool.
- Sell: In Part I of our series, we focus on a number of innovative and in some cases time-sensitive estate planning strategies that you should consider talking to your clients about. To provide a framework for these conversations, we provided you with a bonus marketing package.
- Draft: In Part II of our series, we discuss how to implement the strategies discussed today using Wealth Docx® to draft and customize your documents.
- Learn: Finally, in Part III of our series, we focus entirely on a substantive discussion of the planning techniques that we have covered.
As always, we invite you to the WealthCounsel library (and calendar of upcoming events) for an expanded substantive overview of the strategies our series speakers will discuss.
This series is included for all WealthCounsel Subscribers.
Regular Price: $129 any one session | $169 any two sessions | $199 all three sessions
CLE for full series:
3.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: FL, GA, IL, KS, NC, UT
CPE for full series:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 3.0
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 9/21/2020
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.