Featured Course

Law Practice Development Education

Package: Symposium 2016 - ALL Sessions (audio download)

Member Price: $995.00 Retail Price: $1195.00
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The Symposium is the best education event of the year for estate planning and elder law professionals. This special conference is full of valuable learning, collaboration and guidance. Symposium 2016 was 2 ½ days of presentations. The sessions were a mix of 90-minute classroom breakouts and 60-minute sessions, presentations and panel discussions. Tracks include elder law, estate planning, practice development, business planning, and keynote presentations.

By ordering this product, you will receive ALL of the sessions that took place at the 2016 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

40 sessions included!

Download full list of sessions with descriptions

Elder Law Sessions

  • Elder Law and Special Needs Planning Update
  • Treasure Hunting in a California Kindergarten
  • The Trust Has Been Signed - Now What?
  • A Tale of 2 (or More) Solutions: VA Pension Planning
  • A Tale of 2 (or More) Solutions: Medicaid Planning
  • The Power of the Mind
  • Can We Prevent America’s Most Feared Disease?
  • Your Future Elder Law Practice: How Will Outside Influences Change the Way You Practice?
  • Representing the Incapacitated Client
  • Hot Topics in Special Needs Planning
  • Filial Responsibility: Growing Trend or Outdated Law?
  • Crucial Conversations With Clients, Part 1: The Impact of Illness on Family Relationships
  • Crucial Conversations With Clients, Part 2: Family Issues That Impact Elder Law Planning

Trusts & Estates Sessions

  • Trusts and Estates Plenary Session (Asset Protection and Self-Settled Trusts)
  • Case Studies in “Routine” Asset Protection Planning
  • Advanced Planning After New 2704 Regs
  • Practical Asset Protection with Wealth Docx®
  • The Bespoke Trust Protector
  • Thriving in Estate Planning (2-Part Session)
  • November and Beyond... Challenges and Opportunities Under the Tax Policies of the Next President
  • Gun Law Legal Update: Critical Issues and Drafting Solutions
  • Gun Law Planning & Practice: Key Drivers in Gun Trust Planning
  • Trust & Estate Administration (Toward Profitable Process)

Business Law Sessions

  • Clients with a Business: The Need for Communication between the Estate Planner and the Corporate Attorney
  • Legal Ethics for Lawyers Serving Fiduciaries
  • Series LLCs: Pros, Cons, and Practical Uses
  • Dealing with Uncle Sam - Everyone’s Least Favorite Relative in the Family Business
  • Employee Stock Ownership Plans
  • Legal Assessments: The New Tip of your Sword for your Business Law Practice
  • Counseling Small Business Clients (2-Part Session)
  • Preserving the Veil - Helping Clients Maintain Operational Integrity in their Small Business

Practice Development & Marketing Sessions

  • 5 Online Marketing Strategies You May Not Be Taking Advantage Of
  • You’re Charging What?! How to Set Fees for T&E and Business Engagements
  • The Practice in Transition - Succession Considerations for a Mature Practice
  • The Art of the Close, Part 1: Perspectives on the Initial Consultation
  • The Art of the Close, Part 2: When You’re Going to Close and It’s Not What You Planned On
  • Essential Elements of Effective Client Maintenance
  • The Essence of Legacy - The Art (And Power) of Capturing

Keynote Presenters

  • How to Have Better Conversations (Celeste Headlee)
  • The Future of Technology in Your Practice (Daniel Martin Katz, JD)
Recorded live: October 19-21, 2016, Symposium 2016 (Reston, Virginia)

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section. Audio and materials for each session are downloadable.

Featured Course

Law Practice Development Education