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Chicago, IL • August 11-13, 2010
For more Symposium details visit
www.planning4generations.com
August 11-13, 2010
Hilton Chicago Hotel | Chicago, IL
Symposium Agenda | Symposium Brochure
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The 2010 Planning for the Generations Symposium presents a unique forum for wealth planning professionals from all disciplines to explore solutions to today’s most challenging estate planning and elder law issues. Participants will gain new insight and perspectives from industry leaders while earning continuing education credits and meeting and collaborating with colleagues.
As the first event of its kind, the Planning for the Generations Symposium is made possible through the joint efforts of WealthCounsel, ElderCounsel and The Advisors Forum – three organizations comprised of nearly 3,500 practitioners committed to an interdisciplinary approach to client-centered planning.
The current economic recession and great uncertainty in the stock market has caused many clients’ net worth to plummet, but creative attorneys and advisors can help clients turn adversity into advantage. Staying relevant to clients’ needs through uncertainty and change is critical to sustaining and growing your practice. At the Symposium, you will find relevant solutions too many of the challenges facing your clients, and discover new techniques to diversify and expand into lucrative niche markets.
Join us in Chicago for this special event featuring a wide range of topics presented by a distinguished faculty. Benefit from this extraordinary opportunity to build new relationships, extend your business reach, and return home equipped with relevant strategies to serve the needs of your clients.
This year we will have three tracks of Essential, Advanced and Elder Law sessions. Topics include:
- Asset Protection Planning
- Tax Planning in 2010
- Elder Law Developments & Update
- Lifetime Gifts and GSTT Transfers
- Trust Protectors
- Planning for Farmers and Ranchers
- Planning with LLCs
- Business Succession Planning
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- Client Maintenance Programs
- Planning for Dysfunctional Families
- Advanced Estate Planning Strategies
- Elder Law Planning Strategies
- Medicaid Planning
- Preparing your Firm for Sale
- Marketing Roundtable
- Planning for Same-Sex Couples
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In addition to 3 full days of breakout tracks and general sessions, there are events pre and post Symposium. Come early or stay on for:
- Estate Planning 102: Conveying Advanced Planning Concepts to Your Clients, Monday, August 9, 8:30 a.m. - 5:00 p.m.
- Estate Planning 103: The Essentials of Charitable Planning, Irrevocable Trusts, Retirement, and Business Planning, Tuesday, August 10, 8:30 a.m. - 5:00 p.m.
- Soaring to New Heights in Elder Law and Special Needs Planning, Tuesday, August 10, 8:30 a.m. - 12:00 p.m.
- Build Your Brand- Developing a Comprehensive Marketing Strategy, Tuesday, August 10, 1:00 p.m. - 5:00 p.m.
Make plans to join us for the kickoff event, the
Welcome Reception, on Tuesday, August 10 at 6:00 p.m.!
Law Students & Faculty Welcome!
This event presents an excellent opportunity for those who may be considering a career in the estate planning or elder law fields to obtain a sense for the hottest topics in estate and elder law planning. Network with attorneys who may be looking for interns and associates, ask legal technical questions during the breakout sessions, and learn how an automated drafting system is critical to efficiency and profitability. The fee for students and faculty to attend is $115 per day, or 3 days for $300, which includes admittance to all sessions, breakfast, and snack breaks.
Chicago Attractions
Chicago’s charm is indisputable – the impeccably clean streets and Midwestern-friendly vibe are the perfect complement for the alluring mixture of lush parks, Lake Michigan, slick skyscrapers and a list of fun things to do in Chicago so long it would take weeks to see them all.
Places to go in Chicago: Other Chicago Links: