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DTSTART:20260209T130000Z
DTEND:20260209T220000Z
LOCATION:Rusty Pelican, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149
UID:2876620260209T130000ZFebruary 9, 2026 - 14th Annual Estate Planning Symposium
DTSTAMP:20260413T154013Z
DESCRIPTION:\n \n \nRegister Now for our upcoming\n \n14th Annual Estate Planning Symposium\n \nFebruary 9th, 2026\n \nPresentations can be located [HERE](https://drive.google.com/drive/folders/1BFLnFvyBS3QymPLbv_nRkmy5zCev9FQQ)\n \n \n \n1. Did you know the U.S. has an inheritance tax?\n \nPresented by [Ryan Coyle](https://www.bilzin.com/people/c/coyle-ryan-j) on behalf of [Shawn Wolf](http://www.bilzin.com/people/w/wolf-shawn-p) - [Bilzin Sumberg](https://www.bilzin.com)\n \n\n \n2. Business Succession Planning\n \nPresented by  [Natalie M. Perry](https://harrisonllp.com/people/natalie-m-perry) & [Meredith Martin](https://harrisonllp.com/people/meredith-martin) - [Harrison LLP](https://harrisonllp.com)\n \n \n \n3. Taking Care of Business - Why (and How) a Purpose Trust Might be the Answer to Your Client's Business Succession Challenges  \n \nPresented by [David Diamond](https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/diamond-david) - [Northern Trust](https://www.northerntrust.com/united-states/home)\n \n\n \n4. Should I stay or should I go (to Florida): Considerations in changing domicile from New York* to Florida\n \n*And virtually every other state \n \nPresented by [David Pratt](https://www.mwe.com/people/david-pratt/) - [McDermott Will & Schulte](https://www.mwe.com)\n \n\n \n5.  Ethics and AI for Estate Planning Attorneys: A New Frontier or the Wild West?\n \nPresented by [Yoshimi O. Smith](https://www.bellersmith.com/attorney/yoshimi-o-smith/) & Edward Smith - [Beller Smith, LP](https://www.bellersmith.com)\n \n  \n \n6. DON'T LET THE TAX TAIL WAG THE FAMILY DOG! Practical Problems in Implementing Estate and Gift Tax Planning\n \nPresented by [Marve Ann M. Alaimo](https://www.porterwright.com/marve-ann-m-alaimo/) - [Porter Wright Morris & Arthur LLP](https://www.porterwright.com/#s.1)\n \n\n \n7. 2026 Curves Ahead - Moving from Fundraising to Capacity Building \n \nPresented by  [Avery T. Fontaine](https://www.linkedin.com/in/avery-fontaine)  - [PNC Private Bank](https://www.pnc.com/en/personal-banking/private-bank.html?&WT.srch=1&WT.mc_id=WM_GOOGLE_Search_US_S_G_B_WLTH_General%7Cdp1:g&e=GOOGLE&m=p&k=pnc%20private%20bank&gclsrc=aw.ds&&gad_source=1&gad_campaignid=19844170938&gbraid=0AAAAADEnzQjvzy5eh2eO__c8K81mIyU47&gclid=EAIaIQobChMIn9mr95vHkAMVdJ5aBR0CjRtgEAAYASAAEgJYffD_BwE)\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/library/EPC%20Symposium%20Sponsorship%20Deck%202026.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 \n[PNC Private Bank](https://www.pnc.com/en/personal-banking/private-bank.html?&WT.srch=1&WT.mc_id=WM_GOOGLE_Search_US_S_G_B_WLTH_General%7Cdp1:g&e=GOOGLE&m=p&k=pnc%20private%20bank&gclsrc=aw.ds&&gad_source=1&gad_campaignid=19844170938&gbraid=0AAAAADEnzQjvzy5eh2eO__c8K81mIyU47&gclid=EAIaIQobChMIn9mr95vHkAMVdJ5aBR0CjRtgEAAYASAAEgJYffD_BwE)\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 \n \nSILVER SPONSORS\n \n \n \n[Phylax Legacy Advisors](https://simplylegacy.com)\n \n \n \n[Nicklaus Children’s Hospital Foundation](https://give.nicklauschildrens.org/home)\n \n \n \n[Bessemer Trust](https://www.bessemertrust.com)\n \n \n \n[A](https://www.anubisappraisal.com)[nubis Appraisal & Estate Services Inc.](https://www.anubisappraisal.com)\n \n \n \n \n \nBRONZE SPONSORS\n \n \n \n[Seacoast Bank](http://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 \n[Bilzin Sumberg](https://www.bilzin.com)\n \n \n \n[JP Morgan Private Bank](https://privatebank.jpmorgan.com/nam/en/home)\n \n \n \n[Shutts & Bowen LLP](https://www.shutts.com)\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 9, 2026 - 14th Annual Estate Planning Symposium - Estate Planning Council of Greater Miami 
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