Marketplace > 2009 Planning for the Generations on DVD (Video)
The Nation’s Premier Symposium for Estate, Elder Law, and Financial Professionals
Chicago, IL | August 5-7, 2009
Symposium information brochureThe 2009 Planning for the Generations Symposium presented 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 gained new insight and perspectives from industry leaders. As the first event of its kind, the Planning for the Generations Symposium was 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 following products are video recordings of individual sessions on DVD. The DVD also includes the session materials. Each session is also available on our On-Demand Online Training website if you wish to access the video via online streaming instead of a DVD that needs to be shipped.
Visit our On-Demand Online Training FastCLE website now.
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Member Price |
Regular Price |
| Balancing a High-End Estate Planning Practice |
$89.00 |
$89.00 |
Balancing a High-End Estate Planning Practice with Elder Law
Presenter: Louis Pierro, JD |
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| Creative Strategies w/ Irrevocable Trust Planning |
$89.00 |
$89.00 |
Creative Strategies with Irrevocable Trust Planning (including the “DING” Trust) and Asset Protection – Why Delaware
Presenter: Thomas Forrest, CPA |
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| Estate, Tax, Financial & Elder Law Updates |
$89.00 |
$89.00 |
Estate, Tax, Financial & Elder Law Updates and Recent Developments (Plenary Session)
Presenters: Stan Miller, JD; Howard Krooks, JD, CELA; & James Barnash, CFP® |
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| How Are We Going to Keep the Farm? |
$89.00 |
$89.00 |
How Are We Going to Keep the Farm, So We Can Be Down on It?
Presenters: Darrel Johnson, JD and Stephen Graber, JD |
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| I’m Dying, STAT! Call My….Lawyer? |
$89.00 |
$89.00 |
| Presenter: William H. Colby, JD |
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| Increase Your Bottom-line |
$89.00 |
$89.00 |
Increase Your Bottom-line with a Buy/Sell Agreement Legal Audit
Presenter: Paul Bernstein, JD |
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| Marketing Strategies to Pitch Your Niche-Precursor |
$125.00 |
$125.00 |
| 1/2 Day Precursor |
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| Planning for Physicians Using WealthDocx |
$89.00 |
$89.00 |
| Presenters: Carl Waldman, JD and Matthew McClintock, JD |
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| Special Needs Planning for Wealthy Families |
$89.00 |
$89.00 |
| Presenters: Stephen Dale, JD and Brad Frigon, JD |
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| The IRR of Purposeful Trust |
$89.00 |
$89.00 |
The IRR of Purposeful Trusts: Innovative, Revolutionary and Rewarding
Presenter: John A. Warnick, JD |
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