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DTSTART:20200416T153000Z
DTEND:20200416T173000Z
LOCATION:Webinar
UID:1792520200416T153000ZApril 16, 2020 Workshop + Presentation
DTSTAMP:20260417T063320Z
DESCRIPTION:\nClick on:  https://attendee.gotowebinar.com/register/2932087855264522507 to register for this webinar and receive dial in instructions.\n \nJoin Us!\n \nDATE: Thursday, April 16, 2020\n \nFree for Members, Guests and Non-Members!\n \nWebinar Presentations\n \nWorkshop – 11:30 a.m. – 12:20 p.m.\n \n“Drafting to Protect the Settlor from Himself "\n   Presented by: Sharon Quinn Dixon, Esq.  \nStearns Weaver Miller Alhadeff & Sitterson, P.A.\n \nIn this presentation, Sharon will review options for drafting trusts and other planning documents to avoid the scenario of the settlor being influenced to change a carefully crafted estate plan.  How can you balance the need for the settlor’s control and independence, which are appropriate now, with the desire to guard against the settlor making changes that are permitted on the face of the document but out of character and contrary to the plan, and at the same time avoid an irrevocable gift?  This session will review concepts and drafting ideas to accomplish these goals.\n \nPresentation - 12:30 – 1:20 p.m.\n \n"Six Strategic Estate Planning Opportunities for Right Now"\n \n\n  Presented by:  Mark R. Parthemer Bessemer Trust \nRemember in the good old days when you went to the office, held face-to-face meetings with clients, and networked over lunch or at professional events?  We are in the midst of an unprecedented situation, and the economy reflects some of the challenges facing us.  Market volatility has returned and many first quarter returns were down by 20% or more.  But, tax exemptions are high and interest rates are at near historic lows.  During this session, we will explore six timely techniques that could provide significant gift, estate or GST transfer tax savings. \n \nDinner Meeting Generously Sponsored By:\n \n[](https://www.cozen.com/)\n \nThe workshop and dinner sessions have applied for 1 hour of continuing education credit \n \nfor each session in the following disciplines:\n \nCLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)\n \nPlease RSVP at https://www.epcmiami.org/events/event/17925\n \nLogin Information will be emailed 2 days prior to the meeting\n \nThere is no fee to attend this meeting.\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:April 16, 2020 Workshop + Presentation - Estate Planning Council of Greater Miami 
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