What We’re All About

Expert-Level Education
The conference features nationally recognized speakers in estate planning, tax law, and wealth management. It offers in-depth sessions on cutting-edge strategies and developments, helping professionals stay ahead in a rapidly evolving field.

Multi-Disciplinary Collaboration
Attendees come from across the five primary estate planning disciplines: attorneys, CPAs, insurance and financial planning professionals, trust officers, and philanthropic advisors. This fosters a rich exchange of perspectives and encourages the team-based planning approaches that benefit clients.

Networking with the Profession’s Leaders
It’s a rare opportunity to connect with top professionals from around the country. Whether you’re seeking mentorship, partnerships, or referrals, the conference creates a valuable environment for relationship-building.

Practical, Actionable Strategies
Sessions are designed not just to educate but to equip attendees with tools and insights they can immediately apply in their practice.

Who Should Attend?

The conference educational sessions are for every member of every estate planning council and all estate planning professionals regardless of membership status. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting edge ideas and trends.

Following, we’ll host the Council Leadership Conference (formerly known as “Council Leadership Day”) where leaders from councils around the country convene to learn best practices to maintain and create a thriving local council from peers. These sessions are limited to individuals currently serving as volunteer board members or staff executive/administrator for a local council.