36th Annual Attorney Trust Officer Liaison Conference

Date: Thursday, August 24, 2017
Time: 11:00am - 8:00pm
Location: Breakers Hotel, Boca Raton, FL
Speaker: Various

We are greatly looking forward to seeing you at the majestic Breakers Hotel (August 24-27, 2017) for the 36th Annual Attorney Trust Officer Liaison Conference: “Trustopoly” Edition. 


We are honored to offer the following line-up of speakers and topics, together with an unparalleled opportunity to network and liaise across disciplines: 


Thursday, August 24, 2017                                                               

11:00 am – 5:15 pm

Advance to Go: Mr. Moneybag’s Golf Tournament 
Hosted by Wells Fargo Private Bank

3:00 pm – 6:00 pm


6:00 pm – 8:00 pm

Opening Night Reception: Welcome to the Card Stock Exchange
Hosted by The Northern Trust Company and Doyle 

Friday, August 25, 2017

ATO App Sponsored by Evercore Wealth Management
Lanyards Sponsored by U.S. Trust

7:30 am – 8:15 am

Registration and Breakfast

8:15 am – 8:30 am

Welcome to the ATO – “Trustopoly” Edition  
Laura Sundberg, Orlando – ATO Program Chair


8:30 am – 9:20 am

A Community Chest or Chance: Estate and Tax Planning under the Current Administration
Charles D. "Skip" Fox, Charlottesville (Presented by SunTrust)

9:20 am – 10:10 am

Free Parking: Attorney-Client Privilege for Trustees and Personal Representatives
William Hennessey, West Palm Beach

10:10 am – 10:25 am

Hosted by Raymond James Trust

10:25 am – 11:15 am

IRAs: The Ultimate Luxury Tax
Linda S. Griffin, Clearwater
Mairav Rothstein, New York (Presented by The Northern Trust Company)

11:15 am – 12:05 pm

Pay Poor Tax: Legislative Changes to the Elective Share
Richard R. Gans, Sarasota

12:05 pm – 1:05 pm

Hosted by Coral Gables Trust Company

1:05 pm – 1:55 pm

Bankruptcy: How Long is Too Long to Sue the Trustee
Wm. Fletcher Belcher, Saint Petersburg

1:55 pm – 2:45 pm

Go to Jail, Do Not Pass Go, Do Not Collect $200: The Debate About Drug and Behavior Modification Language
Lauren Y. Detzel, Orlando 
James M. Marion, Chicago (Presented by U.S. Trust)

2:45 pm – 3:00 pm

Hosted by Raymond James Trust

3:00 pm – 3:50 pm

Who Took the Thimble?  Ethical Issues in Trust Administration
Gail E. Cohen, New York (Presented by Fiduciary Trust)

3:50 pm – 4:40 pm

Snake Eyes: Tax Aspects of Divorce
Jeremiah "Jere" W. Doyle, Boston (Presented by BNY Mellon)

4:40 pm – 5:30 pm

Houses vs. Hotels: Standard of Care for Individual Trustees versus Corporate Trustees
Tami F. Conetta, Sarasota 

6:00 pm to 7:00 pm

Bank Pays You Dividend: Reception
Hosted by BNY Mellon and Empire Valuation Consultants

Saturday, August 26, 2017                          

7:30 am – 8:00 am


8:00 am – 8:50 am

Income Tax Refund, Collect $20: Income Tax and Basis Step-up Planning
Lester B. Law, Naples

8:50 am – 9:40 am

Take a Ride on the Reading: Drafting and Administration For Specialty Assets
Bruce M. Stone, Coral Gables 
Andrew P. Tanner, Dallas (Presented by U.S. Trust)

9:40 am – 10:30 am


Bank Error in Your Favor: Accounting for Unusual and Specialty Assets
Deborah H. King, Charlotte (Presented by Wells Fargo)

10:30 am – 10:45 am


Hosted by Raymond James Trust

10:45 am – 11:30 am

Go Back 3 Spaces: Legislative Update
Sarah S. Butters, Tallahassee

11:30 am – 12:15 pm

Get Out of Jail Free: Case Law Update
Steven L. Hearn, Tampa

2:00 pm – 5:00 pm

Waterworks: Poolside at the Cabanas

6:00 pm – 8:00 pm

Take a Walk on the Board Walk: Beach Party



Registration Instructions:

Attorneys: Sign up at www.member.floridabar.org

The event will be listed under the Meetings/CLE Events tab. Click “Register Now” to begin the registration process. Please use Mozilla Firefox or Google Chrome - the registration system does not support Internet Explorer.

(Non-Florida Bar members registration: click here)

Questions?  Contact ATO Chair, Laura Sundberg at



See Upcoming Event Calendar