February 5, 2019 - 7th Annual Estate Planning Symposium
8:00 – 8:30am - Breakfast, Registration and Networking with Sponsors
8:30 – 8:45am - Welcome and Introductions
8:45 – 9:35am
SHIFTING GEARS: PLANNING FOR THE DEATH OF A FOREIGN GRANTOR
Shelly Meerovitch, JD | Bernstein | New York, NY
A shift in tax status can transform a foreign trust from a highly efficient structure to a costly and burdensome vehicle for its U.S. beneficiaries upon the death of a foreign grantor. Several strategies for stepping up basis, re-visiting the distribution policy and fine-tuning investment allocation can alleviate the potential impact of US taxes and keep the structure relevant. The key for practitioners serving cross-border investors and global families lies in quantifying tangible trade-offs when navigating complexities during plan design.
9:35 – 9:40am - Break
9:40 – 10:30am
WHAT HAVE WE LEARNED ABOUT ELDER ABUSE AND EXPLOITATION TO MAKE FLORIDA A SAFE PLACE?
Stephanie L. Schneider, Esq. | Stephanie L. Schneider, P.A. | Plantation, FL
This session will provide practical examples of what constitutes abuse, neglect and exploitation of an elderly person or adult with a disability, and explain the various legal tools and resources that are available to protect a victim of exploitation including injunctions, adult protective services, and guardianship.
10:30 – 10:50am - Break and Networking with Sponsors
10:50am – 12:00pm
PLAYING BY THE RULES? WHOSE SIDE ARE YOU REALLY ON?
Angela M. Carrillo, MBA | Northern Trust Co. | Miami, FL
James A. Osteen, CPA | Kaufman Rossin | Miami, FL
Andrea Stone, Esq. | Andrea Stone, P.A. | Miami, FL
Bruce M. Stone, Esq. | Goldman Felcoski & Stone P.A. | Coral Gables, FL
The panel will discuss the common issues presented to the estate planning professional team, what ethical guidelines each profession is governed by, and how to advocate on behalf of your clients while complying with the professional rules of conduct.
12:00 – 1:15pm - Luncheon and Networking with Sponsors
1:15 – 2:55pm
FEDERAL TAX UPDATE
Prof. Samuel A. Donaldson | Georgia State University College of Law | Atlanta, GA
Stay up to date with this informative and entertaining recap of the important federal income, estate, and gift tax cases, rulings, regulations, and legislation from the past 12 months of interest to estate planners. Attendees will learn about planning opportunities presented from recent changes to the federal tax laws; how to apply recent developments to modify existing estate plans for clients in light of new laws; and how the new deduction for qualified business income affects the structure and operation of client closely-held business operations.
2:55 – 3:15pm - Break and Networking with Sponsors
3:15 – 4:05pm
MARRIAGE MINEFIELD & PLANNING PITFALLS
Elizabeth F. Schwartz, Esq. | Elizabeth F. Schwartz, P.A. | Miami, FL
This session will discuss whether marrying depending on individual circumstances makes sense for our clients and ourselves, and the ethics of advising couples together. A family/estate planning lawyer (and the author of Before I Do: A Legal Guide to Marriage, Gay & Otherwise) will explore the impact marriage has at death and divorce, on income taxes and government benefits based on household income.
4:05 – 4:10pm - Break
4:10 – 5:00pm
CTRL ALT DELETE: PROTECTING YOUR CLIENT'S DIGITAL LEGACY...WITHOUT GOING TO JAIL
Mark R. Parthemer, Esq., AEP | Bessemer Trust | Miami, FL
Florida has adopted the Revised Uniform Fiduciary Access to Digital Assets Act to assuage the tension between protecting a client’s digital assets and the Federal law prohibiting access to them. Whether treasured family photos, stored credit card information, or cryptocurrencies, there are proactive steps advisors must recommend to their clients. In this session, we will learn: current state of the applicable Federal laws; in depth understanding of the Florida law; actions fiduciaries can and cannot undertake; and planning strategies to recommend to clients to enable the smoothest transition of their digital assets – from password management to the “magic words” that must be included in a digital asset provision, whether in a Will, Revocable Trust or Power of Attorney.
5:00pm - Wrap up and Raffles
- CLE: Approved by The Florida Bar for seven and one-half (7.5) hours of CLE credit - General: 7.5 hours; Ethics: 1.5 hours; Technology: 1.0 hours; Certification: 7.5 hours Tax Law; 7.5 hours Wills, Trusts & Estates
- CFP: Accepted by the Certified Financial Planner Board of Standards, Inc. for seven and one-half (7.5) hours of CE credit for CFP® Certificants
- CTFA: Approved for seven and one-half (7.5) hours of CE credit for CTFAs from American Bankers Association (ABA) Professional Certifications
- CPE for CPAs: Qualifies for seven and one-half (7.5) hours of self-reported CPE credit for Florida CPAs
- CLU, ChFC: Qualifies for seven and one-half (7.5) hours of self-reported PACE CE credit (CLU, ChFC) from the American College
- CIMA, CPWA: Qualifies for seven and one-half (7.5) hours of CIMA and CPWA CE upon self-reporting & review by Investments and Wealth Institute (formerly IMCA)
- FL Insurance: Approved for seven (7) hours of Florida insurance CE credit by the FL Dept. of Financial Services
- Through 12/31/18: EPC Members - $180.00, Non-Members - $225.00
- 1/1/19 – 1/31/19: EPC Members - $200.00, Non-Members - $250.00
- 2/1/19 through event: EPC Members - $230.00, Non-Members - $275.00
- Full-time Students: $95.00
Register and pay online below; OR scan and email registration form (see link below) with credit card information to email@example.com; OR mail registration form with check payable to EPC of Greater Miami or credit card information to EPC of Greater Miami, c/o Manageability, 1821 Hillandale Rd., Suite 1B-320, Durham, NC 27705-2659; OR fax registration form with credit card information to 919-287-2711.
Cancellations received in writing by January 31, 2019, will receive a full refund, less a $25 administrative fee. There will be no refunds after January 31, 2019. All fees must be paid in advance. Program subject to change. Please contact us with any special access or dietary needs.
- 2019 Symposium agenda & registration form
- 2019 Symposium Sponsorship Opportunities
- 2019 Symposium Sponsor Material and Contact Information
- 2019 Symposium Speaker Material -- Morning Sessions
- 2019 Symposium Speaker Material -- Afternoon Sessions