Symposium 1 Classes – October 12, 2024

• 8:15 a.m. – 9:00 a.m. : Trustee Training, The Trust Process
• 9:15 a.m. – 10:00 a.m. : Trustee Training, The Administration Process
• 10:15 a.m. – 11:00 a.m. : Funding Your Trust
• 11:15 a.m. – 12:00 p.m. : LegalVault

Symposium 2 Classes – April 26, 2025

• 8:15 a.m. – 9:00 a.m. : Current Events in Estate Planning
• 9:15 a.m. – 10:00 a.m. : Income Tax for Trusts
• 10:15 a.m. – 11:00 a.m. : Planning Under Medicare After Age 65
• 11:15 a.m. – 12:00 p.m. : Scams & Protecting Your Identity