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Freedom Practice® will be attending the
2024 Wealthcounsel® Symposium

About Symposium

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 2024 will be held at the Bellagio Las Vegas in Las Vegas, Nevada, Tuesday, September 24 through Thursday, September 26, 2024, with precursors on Monday, September 23, 2024.

CRAIG HERSCH'S CLASSES AT SYMPOSIUM

SPEAKER PRESENTATION

Beyond Inheritance: Navigating Beneficiary income Tax Issues
in Trust Administration

Practice Success Breakfast Panel:

From Case Files to Bestsellers:
How Attorneys Can Get Published

SPEAKER PRESENTATION

Beyond Inheritance: Navigating Beneficiary Income Tax Issues
in Trust Administration

This course will review common beneficiary income tax issues when inheriting ongoing trust shares, whether staged distributions or continuing trusts. There are a myriad of issues in which the practitioner should be conversant. Topics include:

  • Simple vs. Complex Income Trusts
  • Post Calendar Year End Distributions
  • S Corporation Stock
  • Partnership Tax Cost Basis

Receive a copy of the slides and relevant articles from
Craig Hersch after this event!

By clicking send, you agree to receive automated emails from Freedom Practice. You can unsubscribe at any time.

PRACTICE SUCCESS BREAKFAST PANEL:

From Case Files to Bestsellers: How Attorneys Can Get Published​

Becoming a published author—whether of books or journal and magazine articles—provides a valuable opportunity for attorneys to enhance their reputation in the industry and the eyes of prospective and current estate planning clients, advisors, and referral sources. It can be a valuable tool in building your law practice because it can position you as an authority in your field, bring clients to your website and law firm, and help you build relationships and network with other attorneys, financial advisors, certified public accountants, and other professionals who can send you new business.


Join our panel for a practical discussion about becoming a published author, including how to (1) determine what to write about, (2) approach publishers and journals or magazines that provide opportunities for guest authors, (3) increase the likelihood that your submission will be accepted, and (4) find organizations that offer opportunities to submit articles for publication.

Receive a copy of the slides and relevant articles from
The Freedom Practice after this event!

By clicking send, you agree to receive automated emails from Freedom Practice. You can unsubscribe at any time.

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