Parental Protection Trust, Say What?! (Basic)

04 Oct 2017

4:00 pm - 5:00 pm

Brian Albee

Lou Pierro

Parental Protection Trust, Say What?! (Basic)

CLE Eligible

We will discuss the purpose of the ElderDocx® Parental Protection Trust (PPT) and how to make it a part of your planning arsenal.

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GALLERY FROM LAST YEAR

ABOUT SYMPOSIUM 2017

Symposium is 3½ days of featured speakers, timely topics, panel discussions, workshops, networking events, and more.

SYMPOSIUM TWEETS

WealthCounsel 5 days ago

In January, the IRS finalized changes to 199A regulations. Make sure you’re up to date on these rules and learn how you can start implementing them in your business and estate planning strategies by reading our recap. bit.ly/2tiODZ2

WealthCounsel 1 week ago

John Doyle, resident Irishman and WealthCounsel COO and CFO, came across a bagpiper as he toured facilities for Symposium 2019. He may have forgotten to pack his kilt for the occasion, but he remembered his drum.

WealthCounsel 2 weeks ago

Deciding between joint or separate trusts for a married couple has been a conundrum within the estate planning community for a long time. Don't worry though, we've broken down all the main pros and cons for each trust type in this blog post for you. info.wealthcounsel.com/blog/joint-vs.…

WealthCounsel 3 weeks ago

There are many benefits of a virtual practice: from lower startup and operation costs to an increase in work efficiency and better work-life balance. Read our blog post to discover the tools you'll need to easily start your virtual practice today. bit.ly/2DPxg8g

WealthCounsel 4 weeks ago

At WealthCounsel, we’re all about serving our communities just as we serve our members. That’s why we’re so excited to have WealthCounsel Stands support these four charities in 2019. bit.ly/2CE0vJE

WealthCounsel 1 month ago

@1happysunshyne 1. Our first events for Estate Planning Essentials are in California but visit wealthcounsel.com/epe or check back here for updates as we are going to be in many other places around the country in the coming months.

WealthCounsel 1 month ago

@1happysunshyne That is a Great question, we can definitely help, we have many ways of helping you get up and running from a new attorney to the space to established ones. Give us a call and we would be happy to chat with you

WealthCounsel 1 month ago

To commemorate the man and his legacy, here is the full text of his landmark speech. trib.al/6mBUpKh

WealthCounsel 1 month ago

Is your legal practice missing something? Learn how you can protect your business, grow revenue, and have happier clients by adding estate planning to your practice today. bit.ly/2VUJsvI

WealthCounsel 1 month ago

@beingakb @beingakb Glad to hear you are enjoying your experience with us. Let us know if there is anything we can do to elevate your experience with us.

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