2021 Estate Planning Institute

Save the Date!

The Estate Planning Institute is designed for attorneys, accountants, bankers, investment advisors, estate planning and tax practitioners, financial planners, and anyone that needs to provide effective estate planning for their clients. Reserve your space TODAY!

There are no qualifications or prerequisites to participate in and benefit from this program.


“The Estate Planning Institute is an incredibly informative in-depth dive into the world of estate planning. The two-day program delivers relevant and up-to-date ideas for accountants, lawyers, and financial planners from experienced and well-respected professional presenters. I look forward to the institute each year to learn more about how I can best advise my clients and colleagues.”

Adrian A. Brito, CPA, Partner — Lauterbach, Borschow, & Co.