Estate Planning In Depth 2018 Conference Announced And Will Cover the Latest Issues and Strategies
Estate Planning in Depth delivers a multi-day format that runs the gamut of current developments and significant estate planning issues and solutions in an engaging atmosphere that encourages group discussion. Attendees can also take advantage of a variety of unique social events including an evening reception and a free outdoor concert by the Wisconsin Chamber Orchestra. A national faculty will lead an optional pre-conference session on wealth transfer taxation for in-person attendees as well as expert panels throughout the program addressing weighty topics like the impact of tax reform on estate planning; planning for families in the 21st century; and effective grantor trust planning.
Other topics to be addressed at this conference include:
· Planning for elderly and disabled clients
· Planning with special needs trusts
· Drafting techniques to bullet-proof estate planning documents
· Navigating fiduciary minefields
· Sophisticated charitable giving strategies
· Ethical concerns in serving or representing seniors and their families
"Estate Planning in Depth is just that: it is a five day seminar, covering a vast array of subjects of importance to anyone interested in gaining substantive, in-depth knowledge of estate planning. Each presentation is generally an hour and 30 minutes to an hour and 45 minutes, allowing for discussion of significant, substantive information in virtually all aspects of estate planning," said Planning Co-Chair Stuart C. Bear of Chestnut Cambronne P.A. of Minneapolis, Minnesota. "The goal of the course is to be instructive for both the person beginning a career as an estate planner, as well as those who are seasoned veterans."
To learn more about this program and to register for the in-person course or webcast, click here.