Estate planning regulations are evolving, with anticipated increases in estate tax exemption limits and enhanced protections for intergenerational wealth transfer. This could provide families with more flexibility in managing and preserving assets for future generations. Jack discusses upcoming changes to be aware of that may have a profound impact toward the way that clients are advised to handle finanacial matters in the near future. CONFERENCE FEES $497 for entire program ($70 off for additional attendees from same firm) $347 for one day only $247 for materials only $50 early bird discount until March 31.

Defending the Castle: A Practical Guide to Asset Protection Planning - We will be returning to the WCICON event for 2025 in a breakout session geared toward physicians and steps they need to take to make certain that they can acheive the balance of financial well-being while making sound decisions for future plans.

Join the Walker County BAR as I speak on Avoiding Attorney Burnout and Attorney Wellness.  This presentation is part of the Alabama Lawyer Assistance Program.