WealthCounsel's 11th Annual Estate Planning Conference

 

Couldn't make it to WealthCounsel's 11th Annual Estate Planning Conference in San Antonio, TX? Audio CDs now available for the entire conference or by individual session.

»View complete list of sessions and order online

The WealthCounsel 11th Annual Estate Planning Conference (June 12-14, 2008) in San Antonio was one of our most successful conferences yet. Full Conference Agenda

Hyatt Regency San Antonio
123 Losoya Street
San Antonio, TX 78205
Reservations: 210.222.1234 or 800.233.1234


 

Special Events: 

Wednesday June 11
Private Tour of the Alamo
 
Friday June 13
Texas BBQ at a Rio Cibolo Ranch
Precursors:

June 9-10

Tax Camp: Taking the Intimidation out of the Internal Revenue Code for the Estate Planner 
June 10-11  Team Certificate Program - Practice with Purpose Event
June 11
                      		 Supercharge Your Profit Margin - Practical Tools and Advanced Asset Protection Strategies for Your Elder Law Practice 
Conference Plenary and Breakout Sessions
 Sessions run from 8:00 a.m. to 5:10 p.m. Thursday and Friday with special events 
 following. Sessions conclude at 12:10 p.m. on Saturday June 14.
  • Choosing the Right Business Entity for Estate Planning Purposes
  • A Modular Approach to Estate Planning
  • Estate, Tax & Financial Updates
  • Multigenerational Wealth Transfer
  • Trust Maintenance Programs
  • Physician-Focused Estate Planning & Asset Protection Strategies (learn more)
  • Study Groups
  • Software Training: Word, Adobe, Excel, SettlementCounsel, WealthDocs, WealthDocs, Asset Transfer System
  • Workshops for Spouses
  • Workshops for Team Members
  • Reading and Understanding Financial Statements
  • How Elder Law Fits into Your Estate Planning Practice
  • The Frozen CLAT
  • Advanced Strategies in Special Needs Planning
  • Pet Trusts
  • The One Page Business Plan
  • Ethics
Annual Conference Presenters:  
  • Thomas Ahrens
  • Vincent Bonazzoli
  • Eden Rose Brown
  • Daniel Capobianco
  • Steve Dale
  • Steve Easton
  • Randy Gardner
  • Janine Guillen
  • Jason Havens
  • Barron Henley
  • Christopher Jarvis
  • David Mandell
  • Jeffrey Matsen
  • Jonathan Mint
  • Mark Merric
  • Louis Mezzullo
  • Stan Miller
  • Thomas Paulaski
  • Mark Powers
  • John Preston
  • Max Riederer
  • Christopher Riser
  • Vincent Russo
  • Paul Schervish
  • Ken Vanway
  • Carl Waldman
  • Wayne Wilson 

AND MORE!
A Special Thanks to our Sponsors and Exhibitors
  • Academy of Special Needs Planners (website)
  • Advisors Forum, LLC (website)
  • CBIZ Valuation Group, LLC (website)
  • DocuBank (website)
  • ElderCounsel, LLC (website)
  • ElderLawAnswers (website)
  • Gillett Publishing, LLC (GEMS) (website)
  • In‐A‐Bind, Inc. (website)
  • Law Office of Eden Rose Brown (website)
  • Legal Directives, LLC (website)
  • M.R. Cox, Inc. (website)
  • O’Dell Jarvis Mandell, LLC (website)
  • Paes & Associates (website)
  • Premier Software (website)
  • Preston’s APC Marketing (website)
  • Smart Marketing (website)
  • Society of Financial Service Professionals (website)
  • Southern California Institute (website)
  • Southpac Group (website)
  • Teton Companies (website)
  • Thomson Reuters: Tax & Accounting (website)
  • Thomson Tax & Accounting, RIA and WL&G (website)
  • Trustee Support Services (website)
  • Wealth Management Business Magazine (France Publications, Inc.) (website)
  • Your Corporate Counsel Advantage (website)

Cancellation Policy: 
Any enrollee in a WealthCounsel course that cancels at least 10 business days in advance of the start of the course will be eligible for a full refund. Any cancellations within 5 business days of the start of a course, will receive a full refund less a $125.00 administration fee and processing fee. For, cancellations occurring with less that five days notice, the full tuition, less the $125.00 administration and processing fee, will be applied towards education credits which can be used for a future education program or audio course.