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DTSTART:20240206T130000Z
DTEND:20240206T220000Z
LOCATION:Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149
UID:2527420240206T130000ZFebruary 6, 2024 - 12th Annual Estate Planning Symposium
DTSTAMP:20260413T153852Z
DESCRIPTION:\n \n \nRegister Now for our upcoming\n \n12th Annual Estate Planning Symposium\n \nFebruary 6th, 2024\n \nPresentations can be located [HERE](https://drive.google.com/drive/folders/1jktIPbcRsQqwkfjOLtt5eT57-LP_Ae0I?usp=drive_link) \n \n \nKEYNOTE SPEAKER - [P](https://www.linkedin.com/in/paul-lee-42573718/)[aul Lee](https://www.linkedin.com/in/paul-lee-42573718/) - [N](https://www.glenmede.com)[orthern Trust](https://www.northerntrust.com/united-states/home)\n \n1. Fundamentals of Partnership Taxation for Estate Planner\n \nPresented by [Paul Lee](https://www.linkedin.com/in/paul-lee-42573718/) - [N](https://www.northerntrust.com/united-states/home)[orthern Trust](https://www.northerntrust.com/united-states/home)\n \n\n \n2. Say What You Mean! Loose Language Landmines in Estate Planning.\n \nPresented by [Katarinna McBride](https://www.linkedin.com/in/katarinna-mcbride-7783a64/)[ ](https://www.linkedin.com/in/katarinna-mcbride-7783a64/)- [F](https://focusfamilyoffice.com)[ocus Family Office Counsel](https://focusfamilyoffice.com)\n \n\n \n3. Modern Management of Trust-Owned Life Insurance\n \nPresented by [A](https://www.linkedin.com/in/michael-kramarz/)[dam Sendzischew](https://www.linkedin.com/in/ads8580/) and [Eric Eklund](https://joneslowry.com/who-we-are/eric-eklund/) - [J](https://joneslowry.com)[ones Lowry](https://joneslowry.com)\n \n\n \n\n \n \n \n4. Estate Planning in the Era of Enhanced Enforcement\n \nPresented by [A](https://www.linkedin.com/in/andrew-comiter-0a140944/)[ndrew Comiter](https://www.linkedin.com/in/andrew-comiter-0a140944/) – [Comiter, Singer, Baseman & Braun, LLP](https://www.comitersinger.com)\n \n\n \n5. Some Critical Issues Affecting Fiduciary Advising and Litigation and the Interesting Case of Johnny the Beneficiary \n \n \nPresented by  [Thomas Karr](https://gunster.com/wp-content/uploads/bios/thomas-m-karr.pdf) – [G](https://gunster.com)[unster](https://gunster.com)\n \n\n \n6.  Planning and Pitfalls in International Taxation\n \nPresented by [Daniel Hudson](https://www.linkedin.com/in/danielwhudson/)  – [Berger Sigerman, LLP](https://www.bergersingerman.com) and [Alex Denault](https://www.linkedin.com/in/alex-m-denault-8a828220/) - [Denault Law](https://www.denaultlawfirm.com)\n \n\n \n\n \n7.  Structuring the Family Office and Related Investment Vehicles\n \nPresented by  [R](https://www.linkedin.com/in/bobby-moore-30a894169/)[obert Moore](https://www.linkedin.com/in/bobby-moore-30a894169/) and [Simon Beck](https://www.bakermckenzie.com/en/people/b/beck-simon-p) – [B](https://www.bakermckenzie.com/en/)[aker Mckenzie](https://www.bakermckenzie.com/en/)\n \n\n \n\n \n \n \nContinuing Education Information\n \n7 Hours of Continuing Education Available\n \n \n \nIf you wish to sponsor this event - obtain details [HERE](https://www.epcmiami.org/assets/Councils/GreaterMiami-FL/userContent/files/Estate%20Planning%20Council%20Symposium%202024%20-%20Sponsorship%20Opportunities.pdf)! \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)[ ](https://www.grovebankandtrust.com)\n   \nGOLD SPONSORS\n \n \n \n[Northern Trust](https://www.northerntrust.com/united-states/home)\n \n \n \n[Jones Lowry](https://joneslowry.com/)\n \n \n \n[Kaufman Rossin](https://kaufmanrossin.com/)\n \n \n \nSILVER SPONSORS\n \n \n \n[United Community Wealth](https://www.ucbi.com/why-united-fl?gad_source=1&gclid=CjwKCAiApaarBhB7EiwAYiMwqvg0jo-tQnjIgXJ_SpXB-q1msNknvoEaZNPJ3nHs3n6PTCxy47biyhoCorsQAvD_BwE)\n \n \n \n[Nicklaus Children’s Hospital Foundation](https://give.nicklauschildrens.org/home)\n \n \n \n[The Crego Group](http://www.compass.com/agents/kevin-crego/)\n \n \n \n[National  Brokerage Atlantic](https://www.nbatlantic.com)\n \n \n \nBRONZE SPONSORS\n \n \n \n[B](https://www.bernstein.com)[ernstein](https://www.bernstein.com)\n \n \n \n[Fiduciary Associates](https://senioragroup.com/fiduciary-association-of-naples/)\n \n \n \n[24/7 Nursing Care Inc.](https://www.24-7nursingcare.com)\n \n \n \n[KSDT CPA](http://ksdt-cpa.com)\n \n \n \n[JP Morgan Private Bank](http://privatebank.jpmorgan.com)\n \n \n \n \n \n \n   \n \n  \n \n \n \n \n \n \n \n \n \n \n \n
SUMMARY:February 6, 2024 - 12th Annual Estate Planning Symposium - Estate Planning Council of Greater Miami 
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