BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20190321T213000Z
DTEND:20190322T001500Z
LOCATION:Hyatt Regency Miami
UID:1630220190321T213000ZMarch 21, 2019 Workshop + Dinner Meeting
DTSTAMP:20260413T154024Z
DESCRIPTION:\nJoin Us!\n \nDATE: Thursday, March 21, 2019\n \nLOCATION: Hyatt Regency Miami\n400 S. E. Second Avenue\nMiami, Florida 33131\n \nWorkshop – 5:30 – 6:20 p.m.\n \n“The Hatfields & The McCoys:\n \nPitfalls When Planning Devises of Real Estate"\n \nPresented by: \n \nMarve Ann M. Alaimo, Porter Wright Morris & Arthur LLP\n \nThis presentation will discuss the common problems encountered when clients devise property to family in shared arrangements (life estates, tenancies in common, joint tenancies).  It will also discuss other planning alternatives that practicioners should consider to minimize family conflicts arising from shared inheritance of real property. \n \nCocktails and Dinner- 6:30 – 8:15 p.m.\n \n"Holistic Multidisciplinary Planning Considerations \n \nfor Aging Parents with a Child Living with Diverse Abilities"\n \nPanel Discussion Presented by: \n \nModerator: Claudia G. Reithauser, Sr. VP, Regional Manager of Investments/Fiduciary Services, Wells Fargo Wealth Management; Panelists:  Melissa Lader Barnhardt, Sr. VP, Sr. Special Needs Trust Advisory Specialist, Wells Fargo; Len Mondschein, J.D., LL.M., CELA, CAP*, The Elder Law Center of Mondschein and Mondschein, P.A. and Rachel Tobal, RN, CCM is a Nurse Consultant with National Care Advisors\n \nThis presentation is in a panel format and will review two hypotheticals that involve aging parents with children with special needs.  Prior to reviewing the scenarios, the panel will discuss the concept of Therapeutic Jurisprudence and Preventative Law and the holistic multidisciplinary approach (legal, medical and fiduciary) needed for planning for both generations.  The panel will explore the psycho social soft spots related to the needs of the aging parent and/or person living with a disability, such as the environment and set up of the meeting room, cognitive and capacity issues, family dynamics, and planning concepts related to mental health, HIPAA, government benefits, advance directives, guardian advocates, guardianship, trusts, living arrangements and personal needs. In addition, the panel will also explore the Rules of Professional Conduct and client issues that may impact multi-generational planning such as capacity and conflicts of interest and how to best assess and address those situations. \n \nDinner Meeting Generously Sponsored By:\n \n[](https://www.wellsfargo.com/the-private-bank/)\n \nThe workshop session has applied for 1 hour of  legal continuing education credit and the dinner session has applied  for 1 hour of continuing education credit for the following disciplines:\n \nCLE (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, swordfish or vegetarian.\n \nPlease RSVP at http://www.epcmiami.org/events/event/16302\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 \n[https://www.linkedin.com/company/estate-planning-council-of-greater-miami/](http://twitter.com/epcmiami) \n \nWe look forward to seeing you at the meeting!\n
SUMMARY:March 21, 2019 Workshop + Dinner Meeting - Estate Planning Council of Greater Miami 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR