February 7, 2023 - 11th Annual Estate Planning Symposium
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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!
Many Thanks to our Sponsors!!!
PLATINUM SPONSORS
GOLD SPONSORS
First National Bank of South Miami
SILVER SPONSORS
Nicklaus Children’s Hospital Foundation
BRONZE SPONSORS