2024 Estate Planning Conference
Join us at The Ritz-Carlton Reynolds, Lake Oconee for the 2024 Estate Planning Conference. Spend three days learning and networking with your peers in a serene, sunny setting.
Examine resources and tactics designed for quick implementation to maximize your understanding of current estate planning developments. This will help you accommodate your clients' needs and achieve their goals.
Led by national experts and discussed at the local level, attendees will receive an in-depth understanding of issues and trends, including the outlook for the future, current events, trusts, family meetings, charitable giving and tax issues.
Topics - Day 1
- Critical Income Tax and Estate Planning Update: Looking Ahead to Uncertain Times (Part 1)
- 2024 Conservation Easements Update
- Tax Controversy Roundup: Notable Cases, Rulings and Developments in 2023 and 2024
- Economic Outlook: "The Good, the Bad, and the Ugly"
- Critical Income Tax and Estate Planning Update: Looking Ahead to Uncertain Times (Part 2)
Topics - Day 2
- Post-Mortem Tax Planning Elections
- Everything You Need to Know About Charitable Remainder and Charitable Lead Trusts
- Navigating the Strategic Pillars of Wealth - A Holistic Approach to Retirement
- Life Care Planning for Aging Solo Adults and Discussion on Best Practices
Topics - Day 3
- Yours, Mine and Ours: Estate Planning Amidst Breakups and Blending Families
- Critical Knowledge: Life Insurance Intel for Today's Advisors
- Pulling It All Together