Comparative Analysis Florida vs. Delaware Directed Trusts (Dinner) Asset Protection for the Rest of Us (Workshop)

Date: Thursday, March 19, 2015
Time: 5:30pm - 8:30pm
Location: Hyatt Regency Miami (Hibiscus Room) located at 400 SE Second Avenue, Miami, FL 33131
Speaker: Gail Cohen (Dinner) and Patrick J. Lannon (Workshop)

Dinner Sponsored by:

Dinner Speaker

Gail E. Cohen, Vice Chairman and General Trust Counsel, is responsible for overseeing Fiduciary Trust Company’s trust and estate services and client relationships. She has over 30 years of experience in the area of trusts and estates.  Ms. Cohen is a member of Fiduciary Trust’s Board of Directors and  a member of the Management and Operating Committees. She also serves as Chairman of Fiduciary Trust International of the South.  Ms. Cohen is short-listed by Family Wealth Management Report as the 2015 Leading Woman in Wealth Management.  In 2010 and 2011, she was named one of the “Top 50 Women in Wealth,” selected by AdvisorOne.  She holds the Distinguished Accredited and Estate Planner® designation, has been elected into the NAEPC Estate Planning Hall of Fame, and has been honored by the Trusts and Estates Lawyers Division of the UJA.   Before joining Fiduciary Trust in 1994, Ms. Cohen was a trusts and estates associate at the law firm of Debevoise & Plimpton.  Previously, she was an associate at the law offices of Edward S. Schlesinger, P.C.  Ms. Cohen is Immediate Past Chair of the New York Bankers Association, and sits on its investment committee.  She has previously served as that Association’s first woman Chair, and as Vice Chair, and Treasurer. She currently sits on the Investment Committee of the New York City Bar Association and is a former member of that Bar Association’s Committee on Estate and Gift Tax, which she chaired from 1998-2001.  Ms. Cohen is a member of the Board of Graham Windham, and serves on The Rockefeller University Committee on Trust and Estate Gift Plans, the Hospital for Special Surgery Advisory Council, the New York Historical Society Professional Advisory Committee, and the Professional Advisory Committee of the Jewish Federation of South Palm Beach County.  She serves as an adjunct professor of law at Brooklyn Law School.  Ms. Cohen received a B.A. from Mount Holyoke College and a J.D., summa cum laude, from Brooklyn Law School.   She is admitted to the bar in New York and New Jersey.

Workshop Speaker

Patrick J. Lannon is a Partner at Bilzin Sumberg and a board certified specialist in Wills, Trusts and Estates. Patrick represents individuals with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters. Patrick lectures frequently and is the author of a number of articles on estate planning, estate litigation, probate, and trust topics including planning for out of state property, statutory tools for modification of irrevocable trusts, planning with irrevocable life insurance trusts, challenging transfers procured by undue influence, and domicile planning. Patrick is an adjunct professor of law for the graduate program in estate planning at the University of Miami School of Law and has guest lectured for the University of Miami School of Law on the topic of will drafting. Patrick is involved in a number of professional organizations dedicated to close coordination with a client’s professional advisors to offer team-based solutions, including the Estate Planning Council of Greater Miami.

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