February 15, 2018 Workshop + Dinner Meeting

Date: Thursday, February 15, 2018
Time: 4:30pm - 8:15pm
Location: Hyatt Regency Miami
Speaker: Jan Jacobowitz (Ethics Workshop), Elaine Bucher, (Dinner Presentation)

Join Us!

DATE: Thursday, February 15, 2018

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131


Workshop – 4:30 – 6:20 p.m.

Legal Ethics & Technology for the Trust & Estate Lawyer:

Digital Devices, Confidentiality Concerns, & Trust Accounting

Presented by Professor Jan L. Jacobowitz

Lecturer in Law, Associate Director of the Center for Ethics & Public Service, and Director of the Professional Responsibility & Ethics Program (PREP), University of Miami’s School of Law

This interactive presentation will explore the ethical use of technology in the practice of law. The discussion will include the legal ethics issues, such as attorney competence and client confidentiality, that arise in connection with the use of smart phones, WiFi hot spots, personal laptops, printers, and other devices. Also, included in the program will be both traditional and digital legal ethics concerns pertaining to trust accounting and the safekeeping of client property.

 Cocktails and Dinner - 6:30 – 8:30 p.m.

Who Watches the Watchman? Exploring the Role of Trust Protectors in Domestic Trusts

Presented by:  Presented by Elaine M. Bucher, Esq. – Gunster

This presentation will explore the powers and duties of a trust protector. In addition, the presenter will explore what liability (if any) trust protectors face for serving in this capacity.

The workshop session has been approved for 2 hours of continuing education credit and the dinner presentation has been approved for 1 hour of continuing education credit for the following disciplines: CLE ETHICS (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)


Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, mahi mahi or vegetarian.

The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting!

See Upcoming Event Calendar