ESTATE PLANNING COUNCIL OF GREATER MIAMI

Register Now for our upcoming

11th Annual Estate Planning Symposium

February 7th, 2023

Presentations can be located HERE

KEYNOTE SPEAKER - Mark Parthemer - Glenmede

1. Making Lemonade – Planning techniques in the Current Economy and Market

Presented by Mark Parthemer - Glenmede

2. Fiduciary litigation – Common Breaches of Trust

Presented by Ellen S. Morris, Esq. - Cozen O'Connor

3. "Helping Ira Plan His IRA from the IRA"

Presented by George D. Karibjanian - Franklin Karibjanian & Law, PLLC

4. Tax Controversy – IRS Examinations and Valuation Issues

Presented by Michael Kramarz – Kaufman Rossin

5. Charitable Trusts and IRAs

Presented by  John Spradlin, J.D., LL.M – BDO USA, LLP

6. Planning with Private Placement Life Insurance

Presented by  Russell DeLibero and Tanya Smith – Goldman Sachs

7.  So, Mom has a New "Friend"?! How to Navigate the Ethical Challenges When Representing Clients with Diminished Capacity""

Presented by  Elizabeth Bowers – Gunster

8.  International Estate Planning : "U n I” Can Handle this Foreign Non-Grantor Trust Situation

Presented by Jennifer J. Wioncek - Bilzin Sumberg Baena Price & Axelrod LLP

Review the Agenda HERE

Continuing Education Information

8 Hours of Continuing Education Available

If you wish to sponsor this event - obtain details HERE!