Foundations of Estate Planning
(Must register for full day – $120 for Symposium attendee, $150 for Non-Symposium attendee)
This all-day program is the perfect introduction to estate planning for the new or transitioning attorney! We will start by exploring foundational topics, such as (1) the fundamentals of estate planning; (2) basic concepts of trusts, transfer taxes, and revocable trust-based planning, including designing sub-trusts and ancillary documents; and (3) success tips for attracting and working with your new estate planning clients. This course will help you increase efficiency and serve your clients better!