Podium

2021

ANNUAL ESTATE PLANNING SEMINAR

MAY 20, 2021

 

2021 Virtual Estate Planning Seminar

Registration is now closed.

 

If you have registered for the Wilcox & Myers, P.C. 2021 Virtual Estate Planning Seminar, please CLICK HERE to access the seminar materials.  Materials will be available for download from May 19th at 12:00 pm through May 21st at 5:00 pm. 

Please CLICK HERE to visit the Virtual Charity Room.  The Virtual Charity Room will only be available May 20th from 7:45 am through 4:00 pm.

AGENDA

Sign In                                                                                                    7:45 - 8:15 A.M.

Introductory Remarks                                                                          8:15 - 8:30 A.M.

Federal and State Estate and Gift Tax Update 2021                           8:30 - 9:30 A.M.

VICKIE R. WILCOX, J.D., LL.M. (TAXATION)

When a Client Dies:                                                                              9:30 - 10:30 A.M.

Probate and Trust/Estate Administration

MADISON R. JONES, J.D., M.B.A

Break                                                                                                      10:30 - 10:45 A.M.

An Employment Lawyer's Guide:                                                          10:45 - 11:45 A.M.

Best Practices for the Small Business Owner

SARAH K. DOWNEY, J.D.

Virtual Lunch with Breakout Charity Rooms                                      11:45 - 12:45 P.M.

The State of the State                                                                             12:45 - 1:45 P.M.

SENATOR PETER WIRTH, J.D.

Fortifying Estate Plans: What Does (Not) Work                                    1:45 - 2:45 P.M.

GREGORY W. MACKENZIE, J.D.

Break                                                                                                          2:45 - 3:00 P.M.

Ethics: Best Practices for Office Management                                      3:00 - 4:00 P.M.

(Particularly During a Pandemic)

ANNE TAYLOR, J.D.