Led by some of the top legal minds in the nation, you will walk away inspired with the knowledge you need to better serve your clients and grow your law practice.
Join us at the legal conference for estate planning and elder law professionals—WealthCounsel’s Symposium. Led by some of the top legal minds in the nation, you will walk away inspired with the knowledge you need to better serve your clients and grow your law practice.
Symposium will be held at the Grand Hyatt San Antonio River Walk in San Antonio, Texas on September 10-12, 2025, with precursors on September 9, 2025.
Many clients stop at revocable trust planning, unaware that advanced strategies offer significant benefits—even for those without taxable estates. Absent a compelling, structured process, attorneys often struggle to engage clients for that next level of planning.
This session introduces a proven four-phase approach that simplifies complex strategies and deepens client understanding. Whether your clients need to implement asset protection, tax-efficient wealth accumulation, and/or family business and succession strategies, this process leads to 5-star Google reviews and enhanced firm profits.
Learning Objectives
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