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 14 hours ago

With shelter in place orders affecting cities and states across the country, many attorneys have found themselves operating in an unfamiliar environment. Join us on 4/1 to learn how to successfully operate a virtual law practice. Register here: hubs.ly/H0nZyzN0

WealthCounsel 3 days ago

Small businesses continue to struggle economically in light of COVID-19. Attorneys have an opportunity to assist their small business clients and ensure they can remain. Read our article to learn what steps you can advise your business clients to take. hubs.ly/H0nTmCg0

WealthCounsel 7 days ago

Does your law practice's profitability keep you up at night? Join us for an exciting webinar on March 31st to learn how you can increase revenue with fewer clients, decrease expenses while increasing profit, and the first 5 steps to get momentum. hubs.ly/H0nHfRQ0

WealthCounsel 1 week ago

We have recently seen some significant developments in estate planning and business law. Read about a few of these legal developments and see how they may impact your law practice. hubs.ly/H0nH6qc0

WealthCounsel 1 week ago

Are you an attorney with questions on matters stemming from the COVID-19 challenge facing our nation? Robert Keebler will be answering your questions in a webinar on March 25. Submit your question and register for the webinar by clicking the link below. hubs.ly/H0nLNdb0

WealthCounsel 2 weeks ago

In the new SECURE Act environment, effective life insurance planning for your clients is more important than ever. Join us on the 26th to hear William A. Conway, JD, discuss how you can use life insurance policies as an advance planning strategy. hubs.ly/H0nH6qg0

WealthCounsel 2 weeks ago

In 2018, an estimated 14 million people waited until the last day to file their returns. Given this history, professionals can expect questions from clients as the deadline approaches. Help keep clients on track by sharing a 2020 tax cheat sheet. hubs.ly/H0nzNtN0

WealthCounsel 3 weeks ago

Have you encountered clients with a child who has been diagnosed with autism? Join us on the 19th, for our Word on the Street webinar where we will discuss autism and what issues planners will need to spot as they begin assisting their clients. hubs.ly/H0nvkjx0

WealthCounsel 3 weeks ago

Contracts are the linchpin of a business lawyer's practice. Join us on the 18th to hear Sterling L. Miller, JD, discuss the basic principles of contract review and negotiation. Register for the webinar by clicking on the link below. hubs.ly/H0nvkm20

WealthCounsel 4 weeks ago

The next issue of the Quarterly—WealthCounsel’s legal magazine for estate planning and business law attorneys—is almost here. This issue focuses on trust administration. Become a Quarterly subscriber today to get the digital edition for free! hubs.ly/H0nmbWy0

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