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BEGIN:VEVENT
DTSTART:20250204T130000Z
DTEND:20250204T220000Z
LOCATION:Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149
UID:2681920250204T130000ZFebruary 4, 2025 - 13th Annual Estate Planning Symposium
DTSTAMP:20260508T144342Z
DESCRIPTION:\n \n \nRegister Now for our upcoming\n \n13th Annual Estate Planning Symposium\n \nFebruary 4th, 2025\n \nPresentations can be located [HERE](https://drive.google.com/drive/folders/1D9GffeJcmvUqKtS5wuZpWKuoh1lEqX-P?usp=drive_link)\n \nKEYNOTE SPEAKER - Samuel A. Donaldson - Georgia State University College of Law\n \n1. Federal Tax Update\n \nPresented by [S](https://law.gsu.edu/profile/samuel-donaldson/)[amuel A. Donaldson](https://law.gsu.edu/profile/samuel-donaldson/) - [Georgia State University College of Law](https://law.gsu.edu)\n \n\n \n2. 2025 Tax and Estate Planning – Where Do We Go from Here?\n \nPresented by [J](https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/ditelberg-jane)[ane Ditelberg](https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/ditelberg-jane) - [Northern Trust](https://www.northerntrust.com/united-states/home)\n \n\n \n3. The Importance of Family Meetings and Governance.\n \nPresented by [Samy Dwek ](https://www.linkedin.com/in/samydwek/)- [The Family Office Doctor](https://www.familyofficedr.com)\n \n\n \n4. Difficult Issues Encountered by the Estate Planning Professional: A Fiduciary Litigator's Perspective \n \nPresented by [Brian J. Felcoski ](https://gfsestatelaw.com/attorneys/)- [Goldman Felcoski & Stone P.A.](https://gfsestatelaw.com)\n \n\n \n5. Trust Administration Panel\n \nPresented by [Esther M. Gonzalez, CPA](https://www.grovebankandtrustwm.com/Esther-M---Gonzalez,-CPA.e1215460.htm) - [G](https://www.grovebankandtrustwm.com/index.htm)[rove Bank & Trust](https://www.grovebankandtrustwm.com/index.htm)\n \n\n \nPresented by [A](https://privatebank.jpmorgan.com/nam/en/people/angela-carrillo)[ngela Carrillo](https://privatebank.jpmorgan.com/nam/en/people/angela-carrillo) - [J.P. Morgan Private Bank](https://privatebank.jpmorgan.com/nam/en/home)\n \n\n \nPresented by  [Karen Nolan, Esq.](https://www.seacoastbank.com/wealth/wealth-trust/advisor/karen-nolan) - [S](https://www.seacoastbank.com)[eacoast Bank](https://www.seacoastbank.com)\n \n\n \nPresented by  [R](https://www.linkedin.com/in/richarddenapoli/)[ichard DeNapoli](https://www.linkedin.com/in/richarddenapoli/) - [Coral Gables Trust](https://cgtrust.com)\n \n\n \n6. Cross Border Trust Planning\n \nPresented by [C](https://www.foxrothschild.com/christopher-r-callahan)[hristopher R. Callahan, Esq](https://www.foxrothschild.com/christopher-r-callahan). - [F](https://www.foxrothschild.com)[ox Rothschild LLP](https://www.foxrothschild.com)\n \n\n \n7. Liquidity Event Planning: Corporate, Tax and Estate Planning  Considerations For a Business Exit\n \nPresented by  [Aaron T. Slavens](https://www.hklaw.com/en/professionals/s/slavens-aaron-t) & [Sean J. Tevel](https://www.hklaw.com/en/professionals/t/tevel-sean-j) - [Holland & Knight](https://www.hklaw.com/en)\n \n     \n \n \n \nContinuing Education Information\n \nContinuing 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/EPC%20Symposium%20Sponsorship%20Deck%202025%20V3.pdf)[!](https://www.epcmiami.org/assets/Councils/GreaterMiami-FL/userContent/files/EPC%20Symposium%20Sponsorship%20Deck%202025%20V3.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 \n \n \nGOLD SPONSORS\n \n \n \n[Northern Trust](https://www.northerntrust.com/united-states/home)\n \n \n \n[Kaufman Rossin](https://kaufmanrossin.com/)\n \n \n \n[Pension Services Inc.](https://www.pensionnetwork.net)\n \n \n \n[Seacoast Bank](https://www.seacoastbank.com/?utm_source=cross-network&utm_medium=Performance+Max&utm_campaign=teamsi_banks_near_me&matchtype=&network=x&device=c&adposition=&keyword=&utm_source=google&utm_medium=cpc&utm_term=&utm_campaign=&hsa_tgt=&hsa_grp=&hsa_src=x&hsa_net=adwords&hsa_mt=&hsa_ver=3&hsa_ad=&hsa_acc=6590997306&hsa_kw=&hsa_cam=21241928562&gad_source=1&gbraid=0AAAAADpVAkU6RceUAsguoUImWzI16XEyr&gclid=Cj0KCQjwurS3BhCGARIsADdUH51Aljx3ZctzwDfgFi0ho_nj30IgzxXqPLfAuFo9GjFooXFAnh6SLr8aAmjTEALw_wcB)\n \n \n \nSILVER SPONSORS\n \n \n \n[Jones Lowry](https://joneslowry.com/)\n \n \n \n[A](https://www.anubisappraisal.com)[nubis Appraisal & Estate Services Inc.](https://www.anubisappraisal.com)\n \n \n \n[Nicklaus Children’s Hospital Foundation](https://give.nicklauschildrens.org/home)\n \n \n \n[United Community Wealth](https://www.ucbi.com)\n \n \n \n[Bessemer Trust](https://www.bessemertrust.com)\n \n \n \n[Accessible Home Health Care of Aventura](https://www.accessiblehomehealthcare.com/aventura-fl/)\n \n \n \n[Actionstep](https://www.actionstep.com)\n \n \n \nBRONZE SPONSORS\n \n \n \n[JP Morgan Private Bank](https://privatebank.jpmorgan.com/nam/en/home)\n \n \n \n[The Miami Foundation](https://miamifoundation.org)\n \n \n \n[Garcia Santa Maria De Armas Trujillo, PLLC](https://www.gsmcpas.com)\n \n \n \n[24/7 Nursing Care Inc.](https://www.24-7nursingcare.com/)\n \n \n  \n \n \n \n \n \n \n \n \n \n \n \n
SUMMARY:February 4, 2025 - 13th Annual Estate Planning Symposium - Estate Planning Council of Greater Miami 
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DESCRIPTION:Reminder
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