ESTATE PLANNING COUNCIL OF GREATER MIAMI

Register Now for our upcoming

12th Annual Estate Planning Symposium

February 6th, 2024

KEYNOTE SPEAKER - Paul Lee - Northern Trust

1. Fundamentals of Partnership Taxation for Estate Planner

Presented by Paul Lee - Northern Trust

2. Say What You Mean. Loose Language Landmines in Estate Planning

Presented by Katarinna McBride - Focus Family Office Counsel

3. Modern Management of Trust-Owned Life Insurance

Presented by Adam Sendzischew and Eric Eklund - Jones Lowry

4. Estate Planning in the Era of Enhanced Enforcement

Presented by Andrew Comiter – Comiter, Singer, Baseman & Braun, LLP

5. Some Critical Issues Affecting Fiduciary Advising and Litigation and the Interesting Case of Johnny the Beneficiary

Presented by  Thomas Karr – Gunster

6.  Planning and Pitfalls in International Taxation

Presented by Daniel Hudson and Alex Denault – Berger Sigerman, LLP

7.  Structuring the Family Office and Related Investment Vehicles

Presented by  Robert Moore and Simon Beck – Baker Mckenzie

Continuing Education Information

7 Hours of Continuing Education Available

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