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DTSTART:20170824T150000Z
DTEND:20170825T000000Z
LOCATION:Breakers Hotel, Boca Raton, FL
UID:1500620170824T150000Z36th Annual Attorney Trust Officer Liaison Conference
DTSTAMP:20260413T153948Z
DESCRIPTION:\nWe are greatly looking forward to seeing you at the majestic Breakers Hotel (August 24-27, 2017) for the 36th Annual Attorney Trust Officer Liaison Conference: “Trustopoly” Edition.  \n \n \n \nWe are honored to offer the following line-up of speakers and topics, together with an unparalleled opportunity to network and liaise across disciplines:  \n  \n \n \nThursday, August 24, 2017                                                               \n   \n11:00 am – 5:15 pm\n   \nAdvance to Go: Mr. Moneybag’s Golf Tournament \nHosted by Wells Fargo Private Bank\n   \n3:00 pm – 6:00 pm\n   \nRegistration\n   \n6:00 pm – 8:00 pm\n   \nOpening Night Reception: Welcome to the Card Stock Exchange\nHosted by The Northern Trust Company and Doyle \n   \nFriday, August 25, 2017\n   \nATO App Sponsored by Evercore Wealth Management\n Lanyards Sponsored by U.S. Trust\n   \n7:30 am – 8:15 am\n   \nRegistration and Breakfast\n   \n8:15 am – 8:30 am\n   \nWelcome to the ATO – “Trustopoly” Edition  \n Laura Sundberg, Orlando – ATO Program Chair\n \n\n  \n   \n8:30 am – 9:20 am\n   \nA Community Chest or Chance: Estate and Tax Planning under the Current Administration\n Charles D. "Skip" Fox, Charlottesville (Presented by SunTrust)\n   \n9:20 am – 10:10 am\n   \nFree Parking: Attorney-Client Privilege for Trustees and Personal Representatives\n William Hennessey, West Palm Beach\n   \n10:10 am – 10:25 am\n   \nBreak\nHosted by Raymond James Trust\n   \n10:25 am – 11:15 am\n   \nIRAs: The Ultimate Luxury Tax\n Linda S. Griffin, Clearwater\n Mairav Rothstein, New York (Presented by The Northern Trust Company)\n   \n11:15 am – 12:05 pm\n   \nPay Poor Tax: Legislative Changes to the Elective Share\n Richard R. Gans, Sarasota\n   \n12:05 pm – 1:05 pm\n   \nLunch\nHosted by Coral Gables Trust Company\n   \n1:05 pm – 1:55 pm\n   \nBankruptcy: How Long is Too Long to Sue the Trustee\n Wm. Fletcher Belcher, Saint Petersburg\n   \n1:55 pm – 2:45 pm\n   \nGo to Jail, Do Not Pass Go, Do Not Collect $200: The Debate About Drug and Behavior Modification Language\n Lauren Y. Detzel, Orlando \n James M. Marion, Chicago (Presented by U.S. Trust)\n   \n2:45 pm – 3:00 pm\n   \nBreak\nHosted by Raymond James Trust\n   \n3:00 pm – 3:50 pm\n   \nWho Took the Thimble?  Ethical Issues in Trust Administration\n Gail E. Cohen, New York (Presented by Fiduciary Trust)\n   \n3:50 pm – 4:40 pm\n   \nSnake Eyes: Tax Aspects of Divorce\n Jeremiah "Jere" W. Doyle, Boston (Presented by BNY Mellon)\n   \n4:40 pm – 5:30 pm\n   \nHouses vs. Hotels: Standard of Care for Individual Trustees versus Corporate Trustees\n Tami F. Conetta, Sarasota \n   \n6:00 pm to 7:00 pm\n   \nBank Pays You Dividend: Reception\nHosted by BNY Mellon and Empire Valuation Consultants\n   \nSaturday, August 26, 2017                          \n   \n7:30 am – 8:00 am\n   \nBreakfast\n   \n8:00 am – 8:50 am\n   \nIncome Tax Refund, Collect $20: Income Tax and Basis Step-up Planning\n Lester B. Law, Naples\n   \n8:50 am – 9:40 am\n   \nTake a Ride on the Reading: Drafting and Administration For Specialty Assets\n Bruce M. Stone, Coral Gables \n Andrew P. Tanner, Dallas (Presented by U.S. Trust)\n   \n9:40 am – 10:30 am\n \n \n   \nBank Error in Your Favor: Accounting for Unusual and Specialty Assets\n Deborah H. King, Charlotte (Presented by Wells Fargo)\n   \n10:30 am – 10:45 am\n \n \n   \nBreak\nHosted by Raymond James Trust\n   \n10:45 am – 11:30 am\n   \nGo Back 3 Spaces: Legislative Update\n Sarah S. Butters, Tallahassee\n   \n11:30 am – 12:15 pm\n   \nGet Out of Jail Free: Case Law Update\n Steven L. Hearn, Tampa\n   \n2:00 pm – 5:00 pm\n   \nWaterworks: Poolside at the Cabanas\n   \n6:00 pm – 8:00 pm\n   \nTake a Walk on the Board Walk: Beach Party\n   \n \n    \nRegistration Instructions:\n \nAttorneys: Sign up at [www.member.floridabar.org](https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.member.floridabar.org&data=01%7C01%7Ctattiana.stahl%40katzbaskies.com%7C346b2740a9ed4558ede508d4bd8c1bff%7Cd688af3c7a414d9485c2af89cfd15c5a%7C0&sdata=rKDNKTSbKgODdM2n%2BE03HagOsrKXCMi%2Flx9XJ42lXPE%3D&reserved=0)\n \nThe event will be listed under the Meetings/CLE Events tab. Click “Register Now” to begin the registration process. Please use Mozilla Firefox or Google Chrome - the registration system does not support Internet Explorer.\n \n(Non-Florida Bar members registration: [click here](https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmember.floridabar.org%2FeventAPI__router%3Fevent%3Da1R360000023IqZ&data=01%7C01%7Ctattiana.stahl%40katzbaskies.com%7C346b2740a9ed4558ede508d4bd8c1bff%7Cd688af3c7a414d9485c2af89cfd15c5a%7C0&sdata=ewr9lmCHEPCoR8RA657nsBAiE%2B1A8nU4c18pHtE3VVY%3D&reserved=0))\n \nQuestions?  Contact ATO Chair, Laura Sundberg at\n \nlsundberg@zkslawfirm.com\n \n \n
SUMMARY:36th Annual Attorney Trust Officer Liaison Conference - Estate Planning Council of Greater Miami 
PRIORITY:3
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DESCRIPTION:Reminder
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