Earn up to 11.0 CLE, 12.25 CFP and/or 12.25 CPE credits (all credit pending approval).
Planning for the Generations is a unique event designed for all estate planning and wealth management professionals.
This event is the "big one," featuring a full range of topics within four education tracks: Estate Planning, Business Planning/Practice Development, Elder Law and Special Needs Planning, and (new this year) Financial Planning. Here’s a sampling of the sessions you will enjoy during this two-and-one-half-day event:
Agenda | Download Symposium Brochure
Precursors | Wednesday | Thursday | Friday
Wednesday, July 24, 2013
8:30 - 8:45 a.m.
Opening Remarks and Welcome
8:45 - 10:00 a.m.
Put Clients First and Differentiate Yourself from the Pack
Plenary Session
George Kinder, CFP®
Earn your client’s trust. Life planning is a full-service continuum of care that fosters an ongoing relationship with your clients. Discover how this effective client-first engagement strategy cultivates a trust-based relationship, and put your practice at the front of the pack.
10:30 a.m. - 11:30 a.m.
Elder Law Update
Plenary Session
Howard S. Krooks, Esq., CELA, Michael J. Amoruso, Esq.
There have been many changes in the area of elder law, Medicaid planning, Veterans pension planning and special needs planning in the last year, and there are more to come. Don't miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.
11:30 a.m. - 12:30 p.m.
Estate Planning Update
Plenary Session
Lewis W. Dymond, Jr., J.D. & Randy Gardner, JD, LLM, MBA, CPA, CFP®
This session will provide a summary of this year's most important tax and estate planning developments and offer insights into how you can incorporate these developments into your practice and use them to market to new clients.
1:30 p.m. - 3:00 p.m.
Building Blocks of Estate Planning
Estate Planning (Basic)
Leslie Daff, J.D. & Randy Gardner, JD, LLM, MBA, CPA, CFP®
Estate planning with trusts has evolved significantly over the past 40 years. Learn more about the seminal cases and rulings that have opened the door to the basic and advanced estate planning techniques you can put to work in your practice today.
1:30 p.m. - 3:00 p.m.
Financial Planning Platforms - Advancing Your Products and Services While Improving Profitability
Financial Planning (Intermediate)
Kirk Loury, MBA
See firsthand how financial planning sets in motion a range of services that form the basis of a more profitable advisory economic model. This model represents a chain of value-adding activities necessary for engaged and ongoing client interactions.
1:30 p.m. - 3:00 p.m.
Build Your Business Planning Practice
Business Planning
Douglas G. Goldberg, J.D. and Thomas W. French
Use BusinessDocx to grow your business and to cultivate lifelong relationships with your business clients. From marketing to document drafting to client maintenance, this session offers an in-depth look at how BusinessDocx enhances your practice—presented by a key contributor to the system.
1:30 p.m. - 3:00 p.m.
The Changing Face of Elder Law: Who Is Your Target Audience and How Do You Reach Them?
Elder Law
Vincent J. Russo, J.D., LL.M, CELA
Vincent will discuss the various subject areas under the umbrella of elder law and how the marketplace is changing, especially in light of the baby boomers entering into their retirement years. He will share practical tips on how to further develop one's elder law practice and to maintain a competitive edge.
3:30 p.m. - 5:00 p.m.
Planning for Blended Families
Estate Planning (Advanced)
Jeffrey M. Sydney, J.D.
This presentation will draw on planning opportunities and challenges while highlighting solutions using WealthDocx and the joint pourover Revocable Living Trust assembly.
3:30 p.m. - 5:00 p.m.
Financial Planning for the Second Half of Life - Planning for the 21st Century
Financial Planning (Basic)
Elizabeth Jetton, CFP®
This session integrates new research on aging and the brain, and then challenges our financial planning assumptions and 20th century notions of financial planning and retirement planning. We will consider which "sacred cows" may need to be relinquished, and explore new tools, resources, conversations, and processes for meeting the future needs of clients throughout life, especially as they enter the "third and fourth age." New models for approaching planning will be considered.
3:30 p.m. - 5:00 p.m.
Seven Ways to Leave Your Business, A Primer on Business Succession Planning
Business Planning (Intermediate)
Douglas G. Goldberg, J.D.
Every business owner will leave his or her business one day. It’s not a question of if; it’s a question of when, how, and at what cost. We will discuss the various ways to leave a business. Depending on your client’s goals, some are definitely better than others. And like most of the practice of law, no pure solution exists—only trade-offs. You will learn how to determine the correct methods for your clients based on the issues presented, the pros and cons, the ideal candidate, the process, and the costs (tax and otherwise). Prepare your clients to successfully leave their life’s work in good hands, on their own terms—and become their most trusted advisor in the process.
3:30 p.m. - 5:00 p.m.
Top 5 Practice Tips for the Special Needs Practitioner
Elder Law
Bradley J. Frigon, J.D., LL.M
During this session we'll discuss:
1. Dealing with IRA and Retirement accounts
2. First party special needs trusts including the latest update on POMS provisions involving payment to family members
3. Family members serving as trustee-what the attorney should advise
4. Personal injury settlements and first party special needs trusts: When does the receipt of settlement funds constitute an available resourse to the beneficiary?
5. Drafting tips for third party and first party special needs trusts
Agenda | Download Symposium Brochure
Precursors | Wednesday | Thursday | Friday
Thursday, July 25, 2013
8:30 a.m. - 10:30 a.m.
Enhance your Competitive Advantage by Enhancing your Memory
Plenary Session
Alan Mong
Alan Mong will teach you how to enhance your business while reducing your stress and how to be more proactive in the way you learn and remember key information in your business. He will help you increase your confidence when it comes to remembering anything you want, deliver flawless presentations without using notes, and remember names and personal details about your clients.
11:00 a.m. - 12:30 p.m.
Retirement Plans Distribution
Estate Planning & Financial Planning Plenary Session
Christopher R. Hoyt, J.D., CPA
In planning for the income and estate tax consequences of retirement assets, what are the lifetime distribution requirements? How do the distribution requirements for inherited accounts interfere with estate planning objectives? What are the traps and solutions for retirement assets payable to a trust? What planning strategies are available for people in second marriages who want to benefit a second spouse and also children from a first marriage?
BusinessDocx Case Study: A Step-by-Step Journey through a Client's Business Life Cycle
Business Planning
Christopher R. Hoyt, J.D., CPA
Now is the time to offer your clients a complete continuum of care by adding business planning to your practice. Using a case study, we will walk through BusinessDocx strategies and solutions from business formation through exit and succession planning. This course is designed for BusinessDocx users, but all are encouraged to attend.
11:00 a.m. - 12:30 p.m.
Working the Web: Selling and Delivering Legal Services Online
Business Planning (Basic)
Joshua King
E-commerce has exploded over the last 15 years, and this trend is finally finding its way to the law. Discover the primary ethical issues that may arise when selling or delivering legal services online, including advertising and fee splitting, bundled, and unbundled services, technology and security, and more.
11:00 a.m. - 12:30 p.m.
Annuities and Promissory Notes in Medicaid Planning - Two Powerful Tools
Louis W. Pierro, Esq. & Dale Krause, Esq.
The Deficit Reduction Act of 2005 had a great deal to say about Medicaid asset transfers, look-back periods, and the penalty period, with rules designed to prohibit any asset transfers within the new five-year look-back, and specifically to eradicate use of “rule-of-halves” planning. It also defined DRA compliant annuities and promissory notes, giving new tools to work with when counseling clients on achieving Medicaid eligibility. We will discuss recent court decisions that carve out the use of annuities for a community spouse and promissory notes for a Medicaid applicant, along with the techniques that provide the basis for crisis planning.
1:30 p.m. - 3:00 p.m.
Charitable Planning: The Maximum Gift at the Lowest Tax Cost and How a CRT Can Beat the 3.8% Health Surtax
Estate Planning (Advanced)
Christopher R. Hoyt, J.D., CPA
This session will illustrate the recent harsh Tax Court decisions and the simple procedural steps that would have saved the charitable deduction; why appreciated stock is usually the best asset to donate, but why that rule doesn’t apply to S corporation stock; and how many charitably inclined real estate sellers will be able to use a charitable remainder trust to beat the new 3.8% health care surtax and become a philanthropist at the same time.
Divorce Proofing Your Shareholder and Operating Agreements
Business Planning
Howard M. Lang, J.D. & Robert H. Lang, J.D.
Two generations of lawyers, one a litigator and the other a transactional attorney, will discuss common problems in drafting shareholder and operating agreements. All too often these documents are drafted without regard to actual litigation experience. The speakers will provide concrete examples to help you draft documents that will ease the transition of a business from one generation to the next.
1:30 p.m. - 3:00 p.m.
Successful Retirement Investment Strategies
Financial Planning (Advanced)
David Blanchett, CFA
Investors face difficult decisions during retirement. This presentation is an overview of some recent research from Morningstar about successful investment strategies for retirees, such as the impact of low bond yields on successful retirement strategies, how to build the optimal retirement income portfolios, and other important considerations.
1:30 p.m. - 3:00 p.m.
Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning
Elder Law
Brian F. Albee, J.D.
This session will cover the distinct differences between irrevocable trusts designed for VA Pension planning versus Medicaid planning. We will use ElderCounsel's Veterans Asset Protection Trust® (VAPT) and Medicaid Asset Protection Trust™ (MAPT) as examples to discuss grantor trust, income tax, gift tax, and estate tax issues related to these trusts.
3:30 p.m. - 5:00 p.m.
The World Has Changed: Resetting Your Planning Focus to Thrive in 2013 and Beyond
Estate Planning
David K. Cahoone, J.D., LL.M.
The American Taxpayer Relief Act of 2012 has radically changed what Americans need to do to best accomplish their enlightened dreams for themselves, their families and other loved ones, their communities, and their charitable passions. This session will discuss the major changes that affect planning for all clients, specific strategies that are most effective in this new environment, and planning strategies for different types of clients.
3:30 p.m. - 5:00 p.m.
How to More Effectively Engage and Service High Net Worth Clients
Practice Building
Jeffrey R. Matsen, Esq. & Timothy Voorhees, Esq.
Most estate planning attorneys and advisors desire and seek high net worth clients, but how do you engage and service them once the opportunity presents itself? Jeff Matsen and Tim Voorhees will take you through a step-by-step review and analysis of the entire client experience including the engagement, the design, the implementation, and the follow through. Specific essential issues will be discussed, including the initial meeting, the retainer agreement, the design approach, working with advisors and CPAs, appraisals, funding, and closing matters. Internal check lists will be demonstrated and Jeff and Tim will finish up with an actual case study demonstrating how all of the steps of the process come together to finalize the planning.
3:30 p.m. - 5:00 p.m.
It's Her Plan: Retirement Planning for Women
Financial Planning (Basic)
Kimberly Bridges, PhD, CFP®, CPWA®, CDFATM
Women face unique challenges in planning for retirement. Through this session, attendees will learn what makes women different from men from an historical and financial perspective, the challenges women face when planning for retirement, and how advisors can address the needs of this growing market segment.
3:30 p.m. - 5:00 p.m.
How to Build and Sustain a Successful Special Needs Planning Practice
Stephen W. Dale, Esq., LL.M
This session will discuss how to become a center of influence in your community as a SNT practitioner. Attendees will learn how to identify key organizations and professionals in their communities to create strategic relationships that will help the practitioner better understand local issues that affect their clients and turn those relationships into referrals. This session will also discuss marketing to other attorneys and creating strong referral relationships with attorneys who do not practice in the special needs area.
Agenda | Download Symposium Brochure
Precursors | Wednesday | Thursday | Friday
Friday, July 26, 2013
8:30 a.m. - 10:00 a.m.
The 10 Best Tax Planning Ideas for 2013
Plenary Session for Estate Planning, Financial Planning, and Business Planning (Distinguished)
Robert S. Keebler, CPA, MST, AEP
Whether you’re an attorney, CPA, or Financial Advisor, this presentation will quickly and simply bring you up-to-date with the top 10 tax planning ideas for 2013. By the end of the presentation, you’ll have a great checklist you can implement right away.
8:30 a.m. - 10:00 a.m.
Office Landmines That Costs Business and How to Avoid Them
Elder Law Breakout
Audrey Ehrhardt, Esq.
No lawyer has the perfect office system. This session will address frequent law office management issues including staffing, customer service, billing, document management, and production issues. This session will also provide solutions to frequently seen problems along with strategies to avoid them in the future.
10:30 a.m. - 12:00 p.m.
Technology Will Change How, Where, and When You Work
Plenary Session
Blair Janis, J.D. and Bill Winterberg, CFP®
Technology has leveled the playing field in the industry, allowing you to compete directly against institutional firms in the way they market to, attract, and serve today's discerning clients. But technology is advancing more rapidly than ever, challenging you to keep up with the latest innovations for your business. To continue your growth, you need to embrace the right technology that delivers positive results. This session will identify key trends, disruptive forces, and useful apps that will change how, where, and when you work.
Connect with Friends
Wednesday, July 24, 5:30 p.m. - 7:00 p.m.
Symposium Welcome Reception - Enjoy Collegiality at its best
Thursday, July 25, 12:30 p.m. - 1:30 p.m.
State Forum Leaders Luncheon
Thursday, July 25, 5:15 p.m. - 6:30 p.m.
Reception: Meet Your WealthCounsel Team - A Member and Attendee Appreciation Event
Agenda | Download Symposium Brochure
Precursors | Wednesday | Thursday | Friday
Register Today: Online | Email | Or Call Direct: 888.659.4069 x842
