February 6, 2024 - 12th Annual Estate Planning Symposium

Date: Tuesday, February 6, 2024
Time: 8:00am - 5:00pm
Location: Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149

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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 ComiterComiter, 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 BeckBaker Mckenzie


Continuing Education Information

7 Hours of Continuing Education Available


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





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