February 7, 2023 - 11th Annual Estate Planning Symposium

Date: Tuesday, February 7, 2023
Time: 8:00am - 6:00pm
Location: Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149

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Register Now for our upcoming

11th Annual Estate Planning Symposium

February 7th, 2023

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. KaribjanianFranklin Karibjanian & Law, PLLC

 

4. Tax Controversy – IRS Examinations and Valuation Issues

Presented by Michael KramarzKaufman Rossin

5. Charitable Trusts and IRAs

Presented by  John Spradlin, J.D., LL.MBDO USA, LLP

6. Planning with Private Placement Life Insurance

Presented by  Russell DeLibero and Tanya SmithGoldman Sachs

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

Presented by  Elizabeth BowersGunster

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

 

Coral Gables Trust

 

Grove Bank & Trust 

 

 

GOLD SPONSORS

 

First National Bank of South Miami

 

Jones Lowry

 

Kaufman Rossin

 

Pension Services, Inc.

 

SILVER SPONSORS

 

Nicklaus Children’s Hospital Foundation

 

Trust Properties USA

 

Welcome Funds, Inc.

 

BRONZE SPONSORS

 

24/7 Nursing Care Inc.

 

BDO

 

Cozen O'Connor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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