Agenda

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Keep checking back as more sessions will be added in the weeks to come.
Day 1
02 Oct 2017
Day 2
03 Oct 2017
Day 3
04 Oct 2017
Day 4
05 Oct 2017
Day 5
06 Oct 2017


**Tuesday Precursor Sessions are not included in Symposium registration. These sessions each cost an additional $60 for Symposium attendees, $75 Non-Symposium attendees.**

Foundations of Estate Planning

(Must register for full day - $120 for Symposium attendee, $150 for Non-Symposium attendee)

CLE Eligible

This all-day program is the perfect introduction to estate planning for the new or transitioning attorney!
Patrick Carlson
Jeramie Fortenberry

California Forum Goes to Hollywood

(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.
Dustin Nichols
Carl Waldman
Herb Chavers
Peter Myers
Kristin Yokomoto
Jonathan Mintz

Why Special Needs Planning Should Be the Next Addition to Your Practice

CLE Eligible

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.
Jennifer Steneberg
Stephen Dale

On Golden Pond: Putting Meaningful Plans in Place for Aging Seniors and Their Families

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...
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Victoria Collier
Valerie Peterson

Organizing and Advising Limited Liability Companies

CLE Eligible

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.
Phillip Jelsma

Lunch & Learn

How to Write and Publish Your Book in the Next 6 Months

Brought to you by Book In A Box

During this presentation, JT McCormick will walk you through how the most successful lawyers use their books as multi-purpose marketing tools.

Lunch & Learn

Exemption Planning: The New Legal & Tax Defense Landscape

Brought to you by Trust-CFO

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.

Avoid Groundhog Day Marketing: How to Excel From the Front of the Room

Learn how to create an effective marketing story, and how to use it in your marketing campaigns as a cornerstone for growth.
Mark Metzger
Steve Riley

Practical Business Law – Practice Development and Drafting

Join Heather Satin and Jenny Villier for this interactive, scenario-based discussion focused on strategies for obtaining, serving and retaining business planning clients.
Heather Satin
Jennifer Villier

How the Grinch Stole Your IRA: Keep Medicaid and the IRS from Taking Your Retirement Account

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.
Brian Albee
Dale Krause

New Member/First Timers Reception

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...
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Excursion: The Griffith Observatory

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.
6:45 am - 7:45 am

Coffee in the Exhibitor Hall

Breakfast & Learn

International Estate Planning: What Every Estate Planner Needs To Know

Brought to you by Castro & Co.

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.

Keynote: Pushing Beyond Limits to Achieve Success

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...
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Bonner Paddock

Using Out-of-State Trusts to Enhance your Practice

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.
Steven Oshins

Leveraging Your Relationship with Your Local Medicaid Office (Basic)

Attend this session and learn how four established elder law attorneys across the country have leveraged their relationships to streamline the filing process.
Melissa Crump
Scott Stewart
Todd Whatley
Michele Procino-Wells
Jason Penrod

Mom & Pop’s Shop: Elder Law Planning for the Family Business (Advanced)

CLE Eligible

Join us for this session to learn how to issue-spot and then solve for your business owner client's elder law needs.
Neel Shah

Income Tax Basis, the Second Time Around

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...
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Mark Ziebold
Tim Voorhees

What Estate Planners Need to Know About Environmental Laws

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...
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Patricia O’Toole

Understanding and Applying the 2017 Tax Act

CLE Eligible

Join Bob Keebler to discuss the best planning ideas that you can incorporate immediately into your practice in 2017.
Robert Keebler

You Complete Me: Client Maintenance Programs (Basic)

You will leave this session with a plan to establish maintenance programs.
Vincent Russo

Understanding the Future of Elder Law (Advanced)

CLE Eligible

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.
Howard Krooks
Valerie Peterson

Lunch & Learn

Using Technology to Enhance the Client Experience

Brought to you by The Freedom Practice™

Discover the important tools and information necessary to provide a meaningful educational experience in an age of technological innovation.
Craig Hersch

Lunch & Learn

Integrating Asset Protection into your Estate Planning Practice

Brought to you by Lodmell & Lodmell, P.C.

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.

Lunch & Learn

Making Digital Your #1 Source of New Business

Brought to you by Integrity Marketing Solutions

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.

Lunch & Learn

Estate and Tax Planning Applications for Market-Based Life Insurance Valuations

Ashar Group

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.

Decanting and Friends – Modifying Irrevocable Trusts, Part 1

CLE Eligible

This session covers the various techniques for modifying irrevocable trusts, with particular emphasis on Decanting and Trust Protector.
Edward “Foss” Hooper
Steven Oshins
Jennifer Johnson

Mining Gold from the Personal Information Form

How a client's PIF tells a broader story, uncovering additional planning opportunities and challenges than may first meet the eye.
Eden Rose Brown

An Estate Planner, Business Planner and Tax Attorney Walk into a Bar

Panelists will demonstrate the overlap between tax law, estate planning and business planning, as well as the benefits of a collaborative, interdisciplinary legal practice.
Marty Oblasser
Neel Shah
Jonathan Mintz
Daniel Capobianco

Elder Law Update

CLE Eligible

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.
Lou Pierro
Howard Krooks
Vincent Russo

What’s New and What’s Coming Business Docx®

Join Business Docx® Executive Editor Heather Satin to learn what is new and what is to come in this WealthCounsel drafting product!
Heather Satin

Decanting and Friends – Modifying Irrevocable Trusts, Part 2 (Advanced)

CLE Eligible

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.
Edward “Foss” Hooper
Steven Oshins
Jennifer Johnson

Ethics: Overcoming Potential Conflicts when Representing Parents, Children, Trustees, and Beneficiaries

CLE Eligible

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.
Todd Whatley

Comparative Study of California Entities

CLE Eligible

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.
Vicki Dallas

Six Figures on Autopilot

How a client care system can generate more than $100,000 a year in three years or less (Featuring members who have done just that).
Joshua Dorcey
Julia Nickerson
Vincent Bonazzoli
Cameron Jones
Steve Riley

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.
Brian Albee
Lou Pierro
6:30 am - 7:45 am

Coffee in the Exhibitor Hall

Navigating the Transition to Estate Planning

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.
Heinz Brisske

The Digital Afterlife – How It Affects Today’s Estates

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.
Lee Poskanzer
George Constant

Lifestyles of the Healthy and Happy: How to Have Both

If you are interested in learning how to take control of your health and your happiness through diet and lifestyle, then this is the session for you!
Valerie Peterson

Is Your Price Right? Communicating Value to Prospects

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.
Steve Riley

Thriving in Estate Planning, Part 1

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...
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Stan Miller
Carl Waldman
Lou Pierro
William Conway

Ethics in Moonlight, er, La La Land

CLE Eligible

This informative and entertaining session will cover several of the ethical dilemmas estate planning professionals encounter in everyday practice.
Samuel Allen Donaldson

“Lights, Camera, Action” Utilizing an Annuity to Perfect a VA or Medicaid Plan (Basic)

CLE Eligible

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.
Dale Krause

Why Elder Law Clients Have to Worry About Divorce, Addiction, and Unknown Creditors (Advanced)

CLE Eligible

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).
Brian Albee

Thriving in Estate Planning, Part 2

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...
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Stan Miller
Carl Waldman
Lou Pierro
William Conway

Increase Your Settlement Revenue by Setting Up Stand-Alone Beneficiary Trusts

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.
Edward “Foss” Hooper

Using Business Maintenance Plans to Retain Clients

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.
Douglas Goldberg

Understanding the New Uniform Voidable Transactions Act and Its Impact on Asset Protection Planning

CLE Eligible

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.
Jonathan Mintz

California Elder Law Update (Basic)

CLE Eligible

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.
Scott Stewart

The Chamber of Double Your Revenue Secrets

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.
Steve Riley

Lunch & Learn

What I’m doing in My Practice Right Now to Survive the Changes in the Estate Planning Industry

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.

Lunch & Learn

Let’s Get Right to the Dirt: Real Estate Issues Affecting California Estate & Trust Practitioners

Brought to you by Fox Rothschild, LLP

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.

Lunch & Learn

LifeCare Xchange: Finding Hidden Value in Life Insurance for Long-Term Care Funding

Brought to you by GWG Life

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.

Lunch & Learn

A Fork in the Road for the Experienced Estate Planner

Brought to you by The Founders Group

Learn how to “add” business succession/exit planning or advanced estate planning to your practice through partnering and/or advanced education.

Current Developments, or “May you live in interesting times”

CLE Eligible

David and Matt will lead this lively, interactive discussion of recent legislation, cases, and rulings that affect clients’ planning.
Matthew McClintock
David Cahoone

Structuring Transactions Using LLCs: Opportunities and Pitfalls

CLE Eligible

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.
Marty Oblasser

Planning for Successful Aging (Basic)

CLE Eligible

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.
Lou Pierro
Dennison Keller

California Dreamin’ – Advanced Planning and Drafting with Wealth Docx® in California, Part 1

CLE Eligible

Peter and Sean will discuss the substantive State (California) law that guides many decisions in trust drafting.
Sean Kenney
Peter Myers

Multiplying Your Reach Through Professional Relationships

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.
Rex Russell
Gray Strickland

What’s New and What’s Coming in ElderCounsel

Join ElderCounsel CEO Valerie Peterson to learn what is new and what is to come in ElderCounsel offerings!
Valerie Peterson

What’s New and What’s Coming in Wealth Docx®

Join Wealth Docx® Associate Editor Henna Shah to learn what is new and what is to come in this WealthCounsel drafting product!
Henna Shah

Trust Administration: How Today’s Planning Decisions REALLY Impact the Next Generation

CLE Eligible

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.
Kristin Yokomoto

The Collaborative Introduction: Developing Advisors as Advocates

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.”
Stephen Mancini
Joseph Strazzeri

“Fun, Fun, Fun” with Special Needs Tax Effects (Basic)

CLE Eligible

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.
Stephen Dale

Show Me The Money: Increasing Revenue Through Public Seminars

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.
Sarah Kons
Peter Harbach

California Dreamin’ – Advanced Planning and Drafting with Wealth Docx® in California, Part 2

CLE Eligible

Peter and Sean continue discussing the substantive State (California) law that guides many decisions in trust drafting.
Sean Kenney
Peter Myers

Member Appreciation | Sponsor and Exhibitor Reception

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...
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6:30 am - 7:45 am

Coffee in the Exhibitor Hall

Risky Business – Are Your Independent Contractors Actually Employees?

CLE Eligible

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.
Galia Aharoni

Experienced Attorney Peer Roundtable: Problems We’ve Faced and How We Solved Them

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.
Tom Fafinski
Kevin Forbush
Eden Rose Brown

Regulatory and Tax Law Update

CLE Eligible

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.
Henna Shah

Overcoming the Commoditization Trap

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.
Craig Hersch

Advanced Taxation of LLCs, Part I

CLE Eligible

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.
Peter Parenti
Whitney Sorrell

10 Ways to Improve Your Initial Consultations

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...
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Steve Riley

Decisions, Decisions: Deciding Between Medicaid and VA Pension (Advanced)

CLE Eligible

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.
Whitney Wilson

The Bespoke Trust Protector – Tailoring the Role to Suit the Strategy

CLE Eligible

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®.
Matthew McClintock

The Illuminating Interview: Making Connections that Last and Bear Fruit Forever

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.
Martha Hartney

Advanced Taxation of LLCs, Part II

CLE Eligible

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.
Peter Parenti
Whitney Sorrell

VA Pension Planning: What’s Hot and What’s Not (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.This session will explore hot topics in Veterans Pension Planning that every attorney practicing in this area should be aware of.
Victoria Collier
Whitney Wilson

Where Are All of the Elder Law Clients?

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...
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Alan Press
Jason Penrod

Business Transition as an Estate Planning Attorney’s Tool

Learn how to attract and engage business owners and their advisors by helping The Business Owner decide whether to grow or transition their businesses.
Joseph Strazzeri
Melisa Silverman

Keynote: How to Balance Happiness and Technology in the Digital Era

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...
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Amy Blankson