February 6, 2024 - 12th Annual Estate Planning Symposium
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Register Now for our upcoming
12th Annual Estate Planning Symposium
February 6th, 2024
Presentations can be located HERE
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 – Berger Sigerman, LLP and Alex Denault - Denault Law
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!
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Nicklaus Children’s Hospital Foundation
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