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DTSTART:20230207T130000Z
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LOCATION:Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149
UID:2373420230207T130000ZFebruary 7, 2023 - 11th Annual Estate Planning Symposium
DTSTAMP:20260413T153551Z
DESCRIPTION:\n \n \nRegister Now for our upcoming\n \n11th Annual Estate Planning Symposium\n \nFebruary 7th, 2023\n \nPresentations can be located [HERE](https://drive.google.com/drive/folders/1Ktf3H1jr47DUABpKh8EvDDdvRE08QDP7?usp=sharing)\n \nKEYNOTE SPEAKER - [Mark Parthemer](https://www.linkedin.com/in/mark-parthemer/) - [Glenmede](https://www.glenmede.com)\n \n1. Making Lemonade – Planning techniques in the Current Economy and Market\n \nPresented by [Mark Parthemer](https://www.linkedin.com/in/mark-parthemer/) - [Glenmede](https://www.glenmede.com)\n \n[](https://www.linkedin.com/in/mark-parthemer/)\n \n2. Fiduciary litigation – Common Breaches of Trust\n \nPresented by [Ellen S. Morris, Esq.](https://www.linkedin.com/in/ellensmorris/) - [Cozen O'Connor](https://www.cozen.com/)\n \n[](https://www.linkedin.com/in/ellensmorris/)\n \n3. "Helping Ira Plan His IRA from the IRA"\n \nPresented by [George D. Karibjanian](https://www.linkedin.com/in/george-d-karibjanian-27775328/) - [Franklin Karibjanian & Law, PLLC](http://fkl-law.com/georgekaribjanian)\n \n[](https://www.linkedin.com/in/george-d-karibjanian-27775328/)\n \n \n \n4. Tax Controversy – IRS Examinations and Valuation Issues\n \nPresented by [Michael Kramarz](https://www.linkedin.com/in/michael-kramarz/) – [Kaufman Rossin](https://kaufmanrossin.com)\n \n[](https://www.linkedin.com/in/michael-kramarz/)\n \n5. Charitable Trusts and IRAs\n \nPresented by  [John Spradlin, J.D., LL.M](https://www.linkedin.com/in/johnspradlin/) – [BDO USA, LLP](https://www.bdo.com)\n \n[](https://www.linkedin.com/in/johnspradlin/)\n \n6. Planning with Private Placement Life Insurance\n \nPresented by  [Russell DeLibero](https://www.linkedin.com/in/russell-delibero/) and [Tanya Smith](https://www.linkedin.com/in/tanyamichellesmith/) – [Goldman Sachs](https://www.goldmansachs.com)\n \n[](https://www.linkedin.com/in/russell-delibero/)\n \n[](https://www.linkedin.com/in/tanyamichellesmith/)\n \n7.  So, Mom has a New "Friend"?! How to Navigate the Ethical Challenges When Representing Clients with Diminished Capacity""\n \nPresented by  [Elizabeth Bowers](https://www.linkedin.com/in/elizabeth-bowers-3514b650/) – [Gunster](https://gunster.com)\n \n[](https://www.linkedin.com/in/elizabeth-bowers-3514b650/)\n \n8.  International Estate Planning : "U n I” Can Handle this Foreign Non-Grantor Trust Situation\n \nPresented by Jennifer J. Wioncek - Bilzin Sumberg Baena Price & Axelrod LLP\n \n[](https://www.linkedin.com/in/jennifer-wioncek-1161b299/)\n \nReview the Agenda [HERE](/assets/Councils/GreaterMiami-FL/userContent/files/11th%20Annual%20EPC%20Symposium%20Agenda%20(2).pdf)\n \n \n \nContinuing Education Information\n \n8 Hours of Continuing Education Available\n \n \n \nIf you wish to sponsor this event - obtain details [HERE](https://www.epcmiami.org/council/sponsor-sales)! \n \n \n \nMany Thanks to our Sponsors!!! \n \n \n \nPLATINUM SPONSORS\n \n \n \n[Coral Gables Trust](https://www.cgtrust.com/)\n \n \n \n[Grove Bank & Trust](https://www.grovebankandtrust.com/) \n \n \n \n \n \nGOLD SPONSORS\n \n \n \n[First National Bank of South Miami](https://www.fnbsm.com/)\n \n \n \n[Jones Lowry](https://joneslowry.com/)\n \n \n \n[Kaufman Rossin](https://kaufmanrossin.com/)\n \n \n \n[Pension Services, Inc. ](https://www.pensionnetwork.net/)\n \n \n \nSILVER SPONSORS\n \n \n \n[Nicklaus Children’s Hospital Foundation](https://give.nicklauschildrens.org/home)\n \n \n \n[Trust Properties USA](https://www.trustpropertiesusa.com/)\n \n \n \n[Welcome Funds, Inc.](https://www.welcomefunds.com/)[ ](https://www.welcomefunds.com/)\n \n \n \nBRONZE SPONSORS\n \n \n \n[24/7 Nursing Care Inc.](https://www.24-7nursingcare.com/)\n \n \n \n[BDO](https://www.bdo.com/)\n   \n[Cozen O'Connor](https://www.cozen.com/)\n \n  \n \n \n \n \n[Glenmede](https://www.glenmede.com/)\n    \n \n \n   \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n   \n \n  \n \n \n \n \n \n \n \n \n \n \n \n
SUMMARY:February 7, 2023 - 11th Annual Estate Planning Symposium - Estate Planning Council of Greater Miami 
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