Insurance Planning Techniques (Dinner) Homestead Headaches (Workshop)

Date: Thursday, November 20, 2014
Time: 5:30pm - 8:30pm
Location: Hyatt Regency Miami (Hibiscus Room) located at 400 SE Second Avenue, Miami, FL 33131
Speaker: Ben London (Dinner) and Jeremy Leathe (Workshop)

 

Dinner Speaker

Ben London has 21 years of experience in the life insurance industry. In his current position with Smith Companies – a partner of Capitas Financial – Ben is a Managing Sales Vice President focused on working with financial advisors as their expert insurance planning resource. Ben enjoys finding solutions for complex business and estate planning needs. Ben graduated from Florida Atlantic University with a Bachelor’s degree in business administration. He also completed his Masters of Business Administration and holds the following designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). In addition to his business commitments and endeavors, Ben is an estate and insurance planning instructor for Florida Atlantic University’s Certified Financial Planning.

Workshop Speaker

Jeremy P. Leathe is an attorney in the Coral Gables, Florida, office of Dunwody White & Landon, P.A. Mr. Leathe specializes exclusively in the areas of Wills, Trusts, Estates, and Guardianships. His practice is divided equally among estate planning, probate and trust administration, and probate and trust litigation matters. Mr. Leathe was born and raised in Miami. He graduated from DartmouthCollegewith an A.B. in History (cum laude), and received his J.D. (magna cum laude) and LL.M. in Estate Planning from the University of Miami School of Law. While in law school, Mr. Leathe served as Articles and Comments Editor for the University of Miami Law Review, received the American Jurisprudence Book Award (highest grade in the class) in Property I, was elected to the Order of the Coif (top 10% of the graduating class), and was inducted into the Phi Delta Phi legal honor society. Upon graduation, Mr. Leathe served for two years as Judicial Clerk to the Honorable Lenore C. Nesbitt, U.S. District Court Judge for the Southern District of Florida. Mr. Leathe has significant experience in drafting wills and trusts, including revocable, irrevocable, and charitable trusts. He also appears regularly in probate court with regard to probate administration, trust administration, and guardianship proceedings. In addition to his experience as an estate planning lawyer, Mr. Leathe has extensive litigation experience. After his federal clerkship, he was an associate in the litigation department at Greenberg Traurig PA, and a shareholder in the litigation department at Akerman Senterfitt, P.A. Mr. Leathe also spent six years litigating complex civil matters in state and federal courts as an Assistant County Attorney forMiami-DadeCounty. He has tried numerous jury and non-jury cases in both the state and federal courts, and has argued appellate cases before the Third District Court of Appeals (state) and the Eleventh Circuit Court of Appeals (federal). As a trusts and estates lawyer, he has had considerable experience with will contests, trusts contests, and breach of fiduciary duty cases. Mr. Leathe is a member of the Estate Planning Council of Greater Miami, the Real Property, Probate and Trust Law Section of the Florida Bar, and the Probate and Guardianship Committee of the Dade County Bar Association. He speaks frequently on topics related to Wills, Trusts, and Estates, such as homestead law, will and trust contests, and estate and trust administration. Mr. Leathe is also active in his community, serving on the Board of Directors for Temple Beth Am, one of the largest Reform congregations in the southeast United States. In addition, he serves as a member of the Professional Advisors Council of the Foundation of the Greater Miami Jewish Federation. A continued supporter of his alma mater, Mr. Leathe works as an interviewer for candidates applying to Dartmouth College. Mr. Leathe lives in Pinecrest with his wife and three children.

 

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