**Tuesday Precursor Sessions are not included in Symposium registration. These sessions each cost an additional $60 for Symposium attendees, $75 Non-Symposium attendees.**
(Must register for full day - $120 for Symposium attendee, $150 for Non-Symposium attendee)
CLE Eligible
Join the California State Forum to discuss important issues unique to the practice of law in California. Learn from WealthCounsel California experts: Herb Chavers, Carl Waldman, Peter Myers, and others! Jonathan Mintz and Kristin Yokomoto have planned a full day of topics to guide practitioners of all levels of experience. Click for the full agenda.
In this course, you will learn the laws surrounding special needs planning and gain an understanding of the programs and services available to individuals with disabilities.
Welcome to Hollywood! As an estate planning attorney or an attorney from a different discipline who is looking for the meaning behind your work, join us as we use On... Read More
This session will cover recent trends and developments in LLCs, formation and operation issues, complex tax considerations, and the use of domestic versus foreign LLCs.
Every State has specific exemption planning criteria. Attend this presentation to learn how to maximize your clients’ legal protection and wealth preservation rights in changing times and new legal and tax defense landscapes.
Join Heather Satin and Jenny Villier for this interactive, scenario-based discussion focused on strategies for obtaining, serving and retaining business planning clients.
This session will be broken into two parts. The first part will discuss the difference between conduit trusts and accumulation trusts as it relates to minimizing the RMDs from retirement accounts. The second part will discuss IRA availability, investment options, types, early withdrawal penalty and exemptions, minimum required distributions, and income taxation.
Welcome to Symposium 2017! If this is your first Symposium, please join us for a brief introduction and overview to help you make the most of your Symposium experience. It’s... Read More
Join your Symposium friends and colleagues for a classic Hollywood evening tour. We’re going to the famous, iconic Griffith Observatory for a relaxing night of views, historical ambience, and maybe even a surprise or two.
As the world continues to globalize, knowing the potential hazards that may be encountered in Estate Planning when International Issues arise is essential. Thankfully, after today you will know how to identify these issues and you will have a resource to contact if you need help handling these issues.
Bonner is the Founder of the OM Foundation (OMF), which promotes the idea that any one person can make a difference if they dedicate themselves to look beyond their own... Read More
This session will teach a broader understanding of other states' laws, which will make attorneys better counselors and open up greater opportunities for law firm growth.
Attend this session and learn how four established elder law attorneys across the country have leveraged their relationships to streamline the filing process.
How to use trust protectors and advisers to achieve optimal basis results for trusts that are or will become irrevocable. Includes a discussion of the effective use of trust protectors... Read More
Keeping a family business or long-held commercial/industrial property in the family is often a priority for clients in their estate planning. But environmental liabilities can make that business or property... Read More
This session will discuss new laws and regulations that have been proposed (or passed), along with new and creative ways to protect your practice against potential threats.
During this presentation Douglass Lodmell will provide a review of the legal tools available and the information you need to educate your clients in this complex area of law as well as insights on how to make asset protection a core component of your practice.
Jennifer Goddard, CEO of Integrity Marketing Solutions, will show what makes a website your law firm's best rainmaker and how automated client intake helps turn more of those visitors into new clients.
Join Ashar Group CEO, Jon B. Mendelsohn, as he discusses increasing longevity and other disruptive factors that are changing the face of life insurance valuation.
Panelists will demonstrate the overlap between tax law, estate planning and business planning, as well as the benefits of a collaborative, interdisciplinary legal practice.
There have been many changes in the area of elder law, Medicaid planning, and Special Needs Planning in the last year, and more are to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.
The main purpose of this session is to build on the techniques covered in Part 1, to create additional revenue opportunities for your practice. Special emphasis will be on taxation and asset protection.
Join Todd Whatley's discussion of the fundamental rules and their application to common estate planning and elder law fact patterns in this engaging session.
Join this session to discuss the types of business entities available and commonly used in California, including advantages and disadvantages of selecting one entity over another.
Are you an estate planning convert from another area of practice, such as litigation, matrimonial law, real estate, etc.? Join us for this interactive discussion and learn some of the strategies you can use to launch and build your practice.
In this session, you’ll learn how this new and complex world is impacting not just attorneys, but changing judiciary, site owner, and survivor behavior.
During this session, Atticus Practice Advisor Steve Riley will share strategies on how to overcome your internal fears, hang tight, and communicate why your price is right.
In this two-part series, you will learn creative techniques that you can implement to take advantage of planning opportunities in today’s volatile political and economic climate. Part 2 will focus... Read More
This session will focus on spend-down strategies to accelerate your client’s eligibility for Medicaid and VA Benefits through the use of Medicaid and VA compliant annuities.
We will discuss what creditor protection really means and its importance for elder law clients. We will also discuss how to include creditor protection provisions in the ElderDocx EC Medicaid Asset Protection Trust® (MAPT), EC Veterans Asset Protection Trust® (VAPT), and EC Medicaid Family Protection Trust™ (MFPT).
In Part 2 of Thriving, we continue the discussion of creative techniques clients are implementing to take advantage of planning opportunities in today’s volatile political and economic climate. Part II... Read More
This session will discuss the use of decanting and trust protector restatements/severance to increase your revenue while making the beneficiaries’ irrevocable trusts easier to administer.
Learn how to transform your business practice from a commoditized, transaction–based model to a high value, trusted advisor–based model by implementing a business maintenance program.
In this timely session, Jonathan will discuss the ways in which this new uniform law, enacted in 15 states and introduced in several others, changes our "fraudulent transfer" rules - and the practical impact these changes have on you, your planning, and your clients.
There have been many changes in the area of elder law and Medi-Cal planning in the last year, and more are to come. Don’t miss this lively session that will cover recent California court decisions, Congressional action, and other updates in each of these areas.
Join us for brief session where the workshop creator Steve Riley will share his secrets that have helped lawyers double their practices revenues. Even just one idea from this session could be a game changer for you.
Brought to you by The Ultimate Estate Planner, Inc.
During this special and timely presentation, fellow WealthCounsel member, Philip Kavesh, will share with you 5 strategies that he is currently doing right now in his practice to survive the changes to the estate planning field.
This session will offer valuable tools to help you handle common real estate issues you’ll likely face in trust and estate representation, from evictions and property management issues to feuding family members.
Learn how clients can exchange the death benefit of a life insurance policy they already own for its true value through the LifeCare Xchange from Chris Orestis, Executive Vice President of Secondary Markets for GWG Life.
Join Marty Oblasser as she discusses the varied uses for LLCs in the business planning context, as well as various strategies and structures in which LLCs can be used.
This session will provide you with alternative methods to keep your elder law practice running strong and your profits growing despite the administrative changes. You will learn how to take your clients from the initial engagement to the end of their life.
In this session we will identify healthy professional relationships, introduce tools to successfully position yourself and build a network of like-minded professionals, and leave you with actionable techniques and tips to begin working with other fiduciaries to grow your business.
Trust Administration is the essence of estate planning and a growing area of business. This critical phase for the family provides you opportunity to help with the trust administration, as well as the estate and income tax planning for the rest of the family. Attend this session and gain the confidence to help your client’s family effectuate the terms of the trust.
Joe and Steve will share the practice language, as well as actual processes/checklists/templates/tools, to help attorneys develop multiple advisors as wild advocates and business “partners.”
This session will focus on how to use special needs trusts as a tax planning tool, and how to coordinate the activities of the management team of a special needs trust to create a portfolio that can minimize and, in many cases, eliminate taxes.
In this session, we will go through each step from advertising, to what to say, what to serve, where to have it, and, most importantly, how to turn the event into revenue that helps your bottom line.
It wouldn’t be a Hollywood production without a wrap party, and we’re doing it up right! The red carpet is rolling out and the paparazzi will be fighting for elbow... Read More
Join this session to learn how business attorneys should counsel clients on minimizing the risks of independent contractor misclassification and remaining compliant with federal, state, and local laws.
Join us for this one-hour session to hear three experienced, successful attorneys tell the story of the problems they've faced in their practices and how they solved them.
Summary of recent private letter rulings, revenue rulings, revenue procedures, and tax case law from 2017, including the way that these developments will impact tax planning for clients going forward.
Learn how commoditization threatens the traditional estate planning practice, and how to turn those same forces that threaten your practice into a way to differentiate yourself and grow your firm.
This course will consider the tax consequences upon formation, transfers of property to the business, distributions of property to the members, financing transactions, awarding equity interests to members, executing a buy/sell agreement upon death or retirement of a partner, issuing stock options to employees, selling a business, and liquidation of a business.
Are you as effective as you can be? Are your prices where you think they need to be? Has your initial consultation become stale? Join us as Atticus Practice Advisor... Read More
Elder law attorneys must simultaneously navigate between VA Pension Benefit rules and Medicaid rules at four key times. This session will highlight the process for successfully navigating each of these periods.
This session will examine the role of trust protectors under various states' laws and consider the scope of powers that may be appropriate in common estate plans. It will also discuss a strategic "fiduciary/nonfiduciary" framework based on U.S. law, with an eye toward drafting options in Wealth Docx®.
This one-hour speed session will show you how to quickly and authentically connect with your clients; to help your clients harvest and appreciate their life's true wealth; to foster a deep bond with your firm so you may serve your clients for their entire lives.
This course will consider the tax consequences upon formation, transfers of property to the business, distributions of property to the members, financing transactions, awarding equity interests to members, executing a buy/sell agreement upon death or retirement of a partner, issuing stock options to employees, selling a business, and liquidation of a business.
We will discuss the purpose of the ElderDocx® Parental Protection Trust (PPT) and how to make it a part of your planning arsenal.This session will explore hot topics in Veterans Pension Planning that every attorney practicing in this area should be aware of.
Ten thousand people are turning 65 every day. With so many people aging, why aren’t they coming into your office? Attend this session to learn how to find clients, get... Read More
Learn how to attract and engage business owners and their advisors by helping The Business Owner decide whether to grow or transition their businesses.
Amy Blankson has become one of the world’s leading experts on the connection between positive psychology and technology. Amy is dedicated to discovering how we can leverage the many technological... Read More