| Monday, May 21, 2018 |
|---|
| 9:30 AM - 10:30 AM | Timeslot 1 General Session | | |
| 9:30 AM - 10:30 AM | Timeslot 1 Breakout 3 | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clon | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 Breakout 1 | | |
| 9:30 AM - 10:30 AM | Timeslot 1 Breakout 2 | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clon (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clon (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) | | |
| 9:30 AM - 10:30 AM | Timeslot 1 General Session (Clone) (Clone) (Clone) (Clone) | | |
| 10:45 AM - 11:45 AM | Timeslot 2 Breakout 2 | | |
| 10:45 AM - 11:45 AM | Timeslot 2 Breakout 3 | | |
| 10:45 AM - 11:45 AM | Timeslot 2 Breakout 1 | | |
| 10:45 AM - 11:45 AM | Timeslot 2 General Session | | |
| 1:00 PM - 2:00 PM | Timeslot 3 General Session | | |
| 1:00 PM - 2:00 PM | Timeslot 3 Breakout 2 | | |
| 1:00 PM - 2:00 PM | Timeslot 3 Breakout 1 | | |
| 1:00 PM - 2:00 PM | Timeslot 3 Breakout 3 | | |
| 2:15 PM - 3:15 PM | Timeslot 4 Breakout 3 | | |
| 2:15 PM - 3:15 PM | Timeslot 4 Breakout 2 | | |
| 2:15 PM - 3:15 PM | Timeslot 4 Breakout 1 | | |
| 2:15 PM - 3:15 PM | Timeslot 4 General Session | | |
| Sunday, July 29, 2018 |
|---|
| | Early Check-In/Registration & Social - Kick off the week! Meet up with peers at Cays Lounge, located next to Symposium 2018 registration desk | | |
| Monday, July 30, 2018 |
|---|
| | Planning Your Retirement from the Practice of Law; A.M. Pre-Cursor Intensive | | |
| | Business Taxation 101 – Part 1; A.M. Pre-Cursor Intensive | | |
| | WealthCounsel California Forum Meeting | | |
| | Business Taxation 101 – Part 2; P.M. Pre-Cursor Intensive | | |
| | Options for Monday Morning & Afternoon Pre-Cursor Intensive Coming Soon! | | |
| | Lunch on your own - or dine with colleagues! See "More Info" for suggestions | | |
| | Early Check-in/Registration & Member Support - Kick off the week! Meet up with peers at Cays Lounge, located next to Symposium 2018 registration desk, from 4pm - 5:30pm | | |
| | Excursion Information Coming Soon! | | |
| | Introduction to Advanced Estate Planning; P.M. Pre-Cursor Intensive | | |
| | Excursion - Little Italy Tour | | |
| Tuesday, July 31, 2018 |
|---|
| | Attracting and Qualifying A+ Clients | | |
| | Estate Planning Under the New Tax Law | | |
| | Comprehensive Estate Planning | | |
| | Breakfast 7am - 8am | | |
| | Modern Workplace Minefields | | |
| | Dealing with IRAs (and Other Tricky Assets) in Medicaid and VA Pension Planning | | |
| | Avoiding Malpractice Claims and Navigating Ethical Minefields in Estate Planning - ETHICS | | |
| | A Revenue Source You May Be Overlooking: Representing Trustees in Special Needs Trusts | | |
| | Break | | |
| | Introductory Remarks with ElderCounsel and WealthCounsel | | |
| | Break | | |
| | Opening Keynote - Dr. Edith Eva Eger | | |
| | Strategic Shapeshifting: A Step-by-Step Guide to Entity Conversions | | |
| | Check-in/Registration & Member Support | | |
| | Lunch & Learn - Estate Planning for Special Cases: Athletes, Celebrities, Entertainers, and Selected Others—Planning for the ACES, Sponsored by Fox Rothschild LLP | | |
| | Break | | |
| | Pathway to a Successful Law Practice, Part 2: How to Conduct an Effective State of the Union | | |
| | Estate Planning for Retirement Assets | | |
| | Elder Law in an Age of New Tech: Bitcoin Wealth and the Generation of Privacy | | |
| | What's New and What's Coming in Wealth Docx® | | |
| | Understanding the New 20 Percent Deduction for Small Businesses | | |
| | Release Your Elder Law Practice Floodgates: Business “Exit” Planning – Valuations and the 10 Options | | |
| | Pathway to a Successful Law Practice, Part 1: Working "On and Not In" the Practice | | |
| | Finding Appropriate Clients and Referral Sources for the Parental Protection Trust | | |
| | Case Studies in Asset Protection | | |
| | Lunch & Learn - Your Brand Matters, Sponsored by Stewart Design | | |
| | Lunch & Learn - Integrating Asset Protection into Your Estate Planning Practice, Sponsored by Lodmell & Lodmell, P.C. | | |
| | Lunch & Learn - Five Steps to Restoring Trust and Launching Your Breakout Year Presentation, Sponsored by Integrity Marketing Solutions | | |
| | Drafting the Ideal Parental Protection Trust | | |
| | Creative Planning Strategies for Clients with Disabilities | | |
| | Lunch & Learn Sessions - coming soon! | | |
| | Asset Protection vs. Long-Term Care Protection: How to Properly Advise Clients | | |
| | Exhibitor Reception | | |
| | Special Needs Planning: It's Not Just the Trust That's Important | | |
| Wednesday, August 1, 2018 |
|---|
| | Lunch & Learn - Using Automated Technological Processes to Overcome Rugged Individualism, Sponsored by The Freedom Practice | | |
| | Choice of Entity Under the New Tax Law | | |
| | Proven Strategies to Gain Referrals from Other Practitioners | | |
| | The Importance of Top-of-Mind Awareness Marketing (and How to Do it Efficiently) | | |
| | Break | | |
| | The Signing Experience (and Beyond) (Cancelled Session) | | |
| | Thriving in Estate Planning, Part II | | |
| | Lunch & Learn - Everything an Elder Law Attorney Needs to Know Regarding Trust Lending Options for Properties in Irrevocable Trusts, Sponsored by Quontic Bank | | |
| | WealthCounsel Town Hall | | |
| | Member Appreciation Reception | | |
| | Lunch & Learn Sessions - coming soon! | | |
| | Lunch & Learn - Why Seminars Are Still the #1 Strategy for Consistently & Efficiently Bringing Revenue In To Your Practice (and How You Too Can Do Them Successfully!). Sponsored by The Ultimate Estate Planner | | |
| | Avoid the Top Ten Mistakes Made with Beneficiary Designations | | |
| | Finding and Signing Appropriate Clients for Long Term Care Planning | | |
| | Getting Clients to “Yes” | | |
| | Stand-Alone Retirement Trust (SRT) Drafting Workshop | | |
| | The Business Prenup: The Mechanics of Buy-Sells, Part I | | |
| | Top 5 Design “Musts” in a Veterans Asset Protection Trust (VAPT) | | |
| | 4 Opportunities for Additional Revenue You May Be Missing | | |
| | Drafting the Ideal Medicaid Trust | | |
| | How to Obtain Client and Advisor Buy-In When Planning with Retirement Assets | | |
| | Never Miss a Deadline: Creating Effective Workflows in Your Elder Law Practice | | |
| | How to Handle Retirement Accounts in Elder Law and Special Needs Planning (CANCELLED SESSION) | | |
| | Information Coming Soon! | | |
| | How to Take Your Elder Law Practice from Good to Great | | |
| | Breakfast & Learn - The 365 Day Strategic Marketing Plan!, Sponsored by: Practice42 | | |
| | Breakfast 7am - 8am | | |
| | Check-in/Registration & Member Support | | |
| | Thriving in Estate Planning, Part I | | |
| | Trends in Elder Law: How to Thrive in Uncertain Times | | |
| | The Business Prenup: The Mechanics of Buy-Sells, Part II | | |
| | The State of Estate Planning: Regulatory and Tax Law Update | | |
| | Building Client Relationships to Enhance Firm Value | | |
| Thursday, August 2, 2018 |
|---|
| | 3 Things You Should Do Now to Improve Your Life at the Office | | |
| | Closing Activities | | |
| | 10 Hottest Topics in Elder Law and Special Needs Planning | | |
| | Check-in/Registration & Member Support | | |
| | What’s a Transfer Tax? The Role of Income Tax Planning in an Age of High Exemptions | | |
| | Mindfulness for Lawyers | | |
| | Breakfast | | |