ESTATE PLANNING COUNCIL OF GREATER MIAMI

Register Now for our upcoming

14th Annual Estate Planning Symposium

February 9th, 2026

1. Did you know the U.S. has an inheritance tax?

Presented by Shawn Wolf - Bilzin Sumberg

2. Business Succession Planning

Presented by  Natalie M. Perry & Meredith Martin - Harrison LLP

3. Taking Care of Business - Why (and How) a Purpose Trust Might be the Answer to Your Client's Business Succession Challenges  

Presented by David Diamond - Northern Trust

4. Should I stay or should I go (to Florida): Considerations in changing domicile from New York* to Florida

*And virtually every other state 

Presented by David Pratt - McDermott Will & Schulte

5.  Ethics and AI for Estate Planning Attorneys: A New Frontier or the Wild West?

Presented by Yoshimi O. Smith & Edward Smith - Beller Smith, LP

6. DON'T LET THE TAX TAIL WAG THE FAMILY DOG! Practical Problems in Implementing Estate and Gift Tax Planning

Presented by Marve Ann M. Alaimo - Porter Wright Morris & Arthur LLP

7. 2026 Curves Ahead - Moving from Fundraising to Capacity Building 

Presented by  Avery T. Fontaine  - PNC Private Bank

Continuing Education Information

Continuing Education Available

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