ESTATE PLANNING COUNCIL OF GREATER MIAMI

Dinner Sponsored by:

Jeffrey Granoff
Investment Advisor Representative
Registered Representative/Securities offered through
Signator Investors, Inc.  Member FINRA, SIPC. 1511 N
Westshore Blvd, Suite 1100, Tampa, FL   33607.
1-800-233-7542. South Florida Group is independent
of Signator Investors, Inc.

Dinner Presentation

South Florida is home to many multinational families which have one foot here and one foot back in their original home country. Such families raise unique and challenging tax and estate planning issues.

Speaker Biography

Steven L. Cantor managing partner of Cantor & Webb, an elite Miami based boutique law firm focused exclusively on the representation of ultra high net worth international private clientele and international businesses in the areas of tax planning and compliance and estate planning.

 He is the founder of the Society of Trust and Estate Practitioners (“STEP”) Miami Branch, has served as a member of the STEP Worldwide Council and has been granted the prestigious STEP Founder’s Award. Mr. Cantor is a member of TIGER 21, described in Forbes Magazine as the premier peer-to-peer learning and networking group for ultra high net worth investors. He has been recognized as one of the world’s leading international private client attorneys by Chambers Global & Chambers USA, as one of the Top 50 Foreign Lawyers for Latin America by the Latin Business Chronicle, included in Citywealth Magazine Leaders List, Legal Week’s International Trusts & Private Client Elite List and has been quoted by the Wall Street Journal among other international publications.

He is a frequent author and lecturer on various technical topics involving tax and estate planning for wealthy multi-national private clients and has for over 30 years maintained the highest “AV” rating by Martindale-Hubbell Legal Directory. 

Workshop Presentation

This interactive presentation will explore both traditional and cutting edge legal ethics issues in trust and estates law. Topics will include conflicts of interests among attorneys, clients, trustees and beneficiaries as well as the new hot-topic concerns regarding a client's digital assets and Internet "afterlife" on social media networks like Facebook.

Speaker Biography

Jan L. Jacobowitz is a Lecturer in Law, Associate Director of the Center for Ethics & Public Service and the Director of the Professional Responsibility & Ethics Program (PREP) at the University of Miami’s School of Law. Under Jan’s direction, PREP was a 2012 recipient of the ABA’s E. Smythe Gambrell Award---the leading national award for a professionalism program. Jan has presented over one hundred PREP Ethics CLE Seminars and has written and been a featured speaker or panelist on topics such as Legal Ethics in Social Media and Advertising, Lawyer’s First Amendment Rights, Cultural Awareness in the Practice of Law, and Mindful Ethics.

Prior to devoting herself to legal education, Jan practiced law for over twenty years.  She began her career as a Legal Aid attorney in the District of Columbia; prosecuted Nazi war criminals at the Office of Special Investigations of the U.S. Department of Justice; was in private practice with general practice and commercial litigation firms in Washington, D.C. and Miami; and served as in-house counsel for a large Miami based corporation.  

Jan has a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is admitted to practice in the District of Columbia, Florida, and California and is a certified civil court mediator.