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

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. 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!!!




Coral Gables Trust


Grove Bank & Trust 





First National Bank of South Miami


Jones Lowry


Kaufman Rossin


Pension Services, Inc.




Nicklaus Children’s Hospital Foundation


Trust Properties USA


Welcome Funds, Inc.




24/7 Nursing Care Inc.




Cozen O'Connor


















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