May 16, 2019 Workshop + Dinner Meeting

Date: Thursday, May 16, 2019
Time: 5:30pm - 8:15pm
Location: Hyatt Regency Miami
Speaker: Workshop Speaker: Lance Lvovsky, CPA, Fl Legislative Update: Michael A. Dribin, Esq. + Dinner Speaker: Stacy Rubel, Esq.

Link for Handouts:  https://admin.naepc.org/documentLibrary

Join Us!

DATE: Thursday, May 16, 2019

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

Annual Meeting and presentation of the 2019-2020 Slate of Officers

Workshop – 5:30 – 6:20 p.m.

"Tax and Estate Planning for Business Owners"

Presented by: 

Lance Lvovsky, CPA, Marcum LLP

This workshop will provide an overview of tax and estate planning for business owners. The discussion will entail both income tax planning and estate tax planning, and key discussion points to be had with your clients. In addition, tax planning developments under the Tax Cuts and Jobs Act will be discussed.

Update - 6:20 - 6:35 p.m.

"Florida Legislative Update:  Remote Notary & Electronic Wills Legislation

Presented by:

Michael A. Dribin, Esq., Harper Meyer Perez Hagen Albert Dribin DeLuca & Osorio, LLP

Cocktails and Dinner- 6:35 – 8:30 p.m.

“Case Law Update”

Presented by: 

Stacy B. Rubel, Esq., The Virgil Law Firm

This presentation will include an update on recent cases that touch on issues relevant to trust, estate and guardianship practitioners.  The presentation will summarize the cases and provide some insight on why they are relevant to our areas of practice.

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

We will also be presenting our Distinguished Estate Planner Award

2019 Recipient

Michael A. Dribin, Esq.

Harper Meyer Perez Hagen Albert Dribin DeLuca & Osorio, LLP

For his outstanding contributions in the field of estate planning

Workshop Sponsored by Dinner Sponsored by

Please RSVP at http://www.epcmiami.org/events/register/16304 Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish 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