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BEGIN:VEVENT
DTSTART:20181115T213000Z
DTEND:20181116T011500Z
LOCATION:Hyatt Regency Miami
UID:1629920181115T213000ZNovember 15, 2018 Workshop + Dinner Meeting
DTSTAMP:20260413T153650Z
DESCRIPTION:\nJoin Us!\n \nDATE: Thursday, November 15, 2018\n \nLOCATION: Hyatt Regency Miami\n400 S. E. Second Avenue\nMiami, Florida 33131\n \nWorkshop – 4:30 – 6:20 p.m.\n \n“Trusts and E-States? \n \nConfronting Conflicts, Chaos, and Digital Challenges in the Practice of Law”\n \nPresented by: Professor Jan L. Jacobowitz\n \n\n \n Lecturer in Law, Associate Director of the Center for Ethics & Public Service, and Director of the Professional Responsibility & Ethics Program (PREP), University of Miami’s School of Law\n \n \n \nThis interactive presentation will explore the ethical use of technology in practice of law.  Although personal and professional conflicts of interest have historically plagued the profession, the 24/7 digital age has provided both new challenges and opportunities. Conflicts of interest abound and concerns about lawyer well-being are on the rise. Opportunities to streamline the practice of law through technological innovation increase at an amazing, dizzying pace. This presentation will explore both traditional and digital legal ethics issues arising in today’s evolving practice of law. \n \nWorkshop Generously Sponsored By:\n \n[](https://www.bonhams.com/locations/FL/#/i1_0=FL&m1=1)\n \nCocktails and Dinner- 6:30 – 8:15 p.m.\n \nUse of Inter Vivos QTIP Trusts and SLATS \n \nto Enhance Estate and Asset Protection Planning with Increased Exemptions\n \n\n \nPresented by:  Barry A. Nelson, Esq., Nelson & Nelson, P.A.\n \nFollowing the 2017 Tax Act, which increased the Basic Exclusion Amount to $11.18 Million (single) and $22.36 Million (married), those with estates in excess of $10 Million should consider whether this is a good time to initiate QTIP trust or SLAT planning to (i) enhance asset protection and (ii) possibly reduce estate, gift, and GST taxes. This presentation discusses the benefits and drawbacks of inter vivos QTIP trusts and SLATs and ten factors that must be considered before a decision is made as to which option may be best. Specifically, in deciding whether to create an inter vivos QTIP trust or a SLAT under the 2017 Tax Act the following ten factors must be considered: (i) net worth; (ii) remaining Basic Exclusion Amount; (iii) ultimate estate beneficiaries; (iv) potential for creditors’ claims; (v) income tax basis issues; (vi) elder exploitation concerns; (vii) effective trustee; (viii) desired ultimate disposition of assets; (ix) legal and administrative fees; and (x) acceptance of entering into Post-Nuptial Agreements.\n \nDinner Meeting Generously Sponsored By:\n \n[](https://www.grovebankandtrust.com/)\n \nThe workshop session has applied for 2 hours of continuing education credit and the dinner presentation has been applied for 1 hour of continuing education credit for the following disciplines:\n \nCLE ETHICS (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)\n \nPlease send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, mahi mahi or vegetarian.\n \nPlease RSVP at http://www.epcmiami.org/events/event/16299\n \nThe guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.\n \nMembership dues include the cost of all dinners.\n \nFor more information and to receive news and updates from the Council follow us:\n \nfacebook.com/estateplanningmiami\ntwitter.com/epcmiami\n \nhttps://www.linkedin.com/company/estate-planning-council-of-greater-miami/ \n \nWe look forward to seeing you at the meeting!\n
SUMMARY:November 15, 2018 Workshop + Dinner Meeting - Estate Planning Council of Greater Miami 
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