June 24, 2020 (Wednesday) Workshop + Presentation (Webinar)
After registering, you will receive a confirmation email
containing information about joining the webinar.
Wednesday, June 24, 2020
Free for Members, Guests and Non-Members!
Workshop: 11:30 p.m. to 12:20 p.m.
Philanthropy and Family Offices
Julie Neitzel, MBA
WE Family Offices
This presentation is based on how family offices work with families of significant means. Family Offices are privately held companies that handle investment management and wealth management for wealthy families, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. Attendees will learn the tools and resources available to family office teams and the best practices utilized. Attendees will also learn the recent trends and how have they have evolved over the last 10 years.
Presentation - 12:30 p.m. to 1:20 p.m.
How to Have the Charitable Conversation
Moderators: Steven Kreinik, CPA, Eisner Amper and Maria Tyler, Bessemer Trust
Panelists: Seth R. Kaplan, Esq., Gunster; Henry H. Raattama, Jr., Akerman
and Jumi Falusi, MBA, Bessemer
This presentation is based on charitable planning in the estate planning process. Attendees will learn how to initiate the charitable conversation; discuss charitable planning techniques relative to their estate plan, for example, split interest charitable trusts, donor advised funds or private foundations. Finally, there will be discussion on the ethical considerations of dealing with clients and charitable planning.
The workshop and dinner sessions have been approved
for 1 hour of continuing education credit for each session in the following disciplines:
CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)
Please register for Estate Planning Council of Greater Miami -
June Webinar on June 24, 2020 11:30 AM EDT at:
After registering, you will receive a confirmation email containing information about joining the webinar.
There is no fee to attend this meeting.
For more information and to receive news and updates from the Council follow us: