Past Events

November 14, 2019 November 14, 2019 Workshop + Dinner Meeting
Jan Jacobowitz/UM Law Students-Ethics (Workshop) + Luis Salazar, Esq. (Dinner)
October 17, 2019 October 17, 2019 Joint Workshop + Dinner Meeting with FPA Miami
Thomas J. Pauloski, JD, Bernstein Private Wealth Management, and Jonathan E. Gopman, JD, LL.M., Akerman LLP
July 18, 2019 Summer Networking Event - July 18, 2019
May 16, 2019 May 16, 2019 Workshop + Dinner Meeting
Workshop Speaker: Lance Lvovsky, CPA, Fl Legislative Update: Michael A. Dribin, Esq. + Dinner Speaker: Stacy Rubel, Esq.
April 24, 2019 April 24, 2019 Workshop + Dinner Meeting-Note Date!
Michael Dribin (Workshop) + Jennifer Wioncek/Patrick Lannon (Dinner)
March 21, 2019 March 21, 2019 Workshop + Dinner Meeting
Marve Ann M. Alaimo, Esq. (Workshop) + Panel Discussion-Mod: Claudia Reithauser; Panelists: Melissa Lader Barnhardt, Len Mondschein and Rachel Tobal (Dinner)
March 7, 2019 March 7, 2019 EPC Miami Spring Networking Social
February 21, 2019 February 21, 2019 Workshop + Dinner Meeting
Jan Jacobowitz/UM Law Students-Ethics (Workshop) + Marguerite H. Griffin (Dinner)
February 5, 2019 February 5, 2019 - 7th Annual Estate Planning Symposium
January 10, 2019 January 10, 2019 Workshop + Dinner Meeting
Carey Vasallo, CPA, CVA, CFE, CFC, CAMS (workshop) + Jorge Rey, CISA, CISM & Aldo M. Leiva, Baker Donelson (dinner)
December 4, 2018 December 4, 2018-EPC Miami + STEP Miami Holiday Reception Hosted by Coral Gables Trust
November 15, 2018 November 15, 2018 Workshop + Dinner Meeting
Jan Jacobowitz/UM Law Students-Ethics (Workshop) + Barry Nelson, Esq. (Dinner)
October 18, 2018 October 18, 2018 Workshop + Dinner Meeting with FPA Miami
Philip Herzberg (Workshop) & Jerry Hesch (Dinner)
October 4, 2018 October 4, 2018 Fall Networking Social & Membership Drive
July 25, 2018 July 25, 2018-Summer Networking Event - EPC of Miami
May 17, 2018 May 17, 2018 Workshop + Dinner Meeting
Michael Dribin (Workshop), Scott Andrew Bowman (Dinner Presentation)
April 19, 2018 April 19, 2018 Workshop + Dinner Meeting
Eric Virgil (Workshop), Bruce Stone (Dinner Presentation)
March 15, 2018 March 15, 2018 Workshop + Dinner Meeting
Mac Lowry/Matthew Phillips (Workshop) & Thomas Karr (Dinner Presentation)
March 8, 2018 Spring Networking Event - March 8, 2018-EPC Miami
February 15, 2018 February 15, 2018 Workshop + Dinner Meeting
Jan Jacobowitz (Ethics Workshop), Elaine Bucher, (Dinner Presentation)
February 6, 2018 February 6, 2018 - 6th Annual Estate Planning Symposium
January 18, 2018 January 18, 2018 Workshops + Dinner Meeting
Tom Mannion (Workshop), Mark Parthemer (Dinner Presentation)
December 5, 2017 Holiday Networking Event & Celebration-EPC of Miami
November 30, 2017 FPA of Miami - 12th Annual Symposium
November 29, 2017 United Way of Miami-Dade Professional Advisors Fall Seminar
November 16, 2017 November 16, 2017 Workshop + Dinner Meeting
Jan Jacobowitz (Ethics Workshop), Ruben Quintana, CPA (Dinner Presentation)
October 19, 2017 October 19, 2017 Workshops + Dinner Meeting
Corrine Markey (pre-workshop), Philip Herzberg (workshop) & Donald DiCarlo Jr. (dinner presentation)
October 17, 2017 5th Annual Private Wealth Latin America & the Caribbean Forum
August 24, 2017 36th Annual Attorney Trust Officer Liaison Conference
Various
August 11, 2017 Networking & Baseball Event
July 20, 2017 The Estate Planning Council of Greater Miami Jeopardy Happy Hour
Networking Jeopardy Happy Hour
May 18, 2017 May Meeting
Donald A. Kress (Pre-Workshop) Hung V. Nguyen (Workshop) David Pratt (Dinner)
April 20, 2017 April Meeting
Kristin Vaughn (Pre-Workshop) J. Eric Virgil (Workshop) Scott M. Solkoff (Dinner)
March 16, 2017 March Meeting
Richard K. Newman (Pre-Workshop) Leslie A. Share (Workshop) Raymond C. Odom, JD, CFP® (Dinner)
February 16, 2017 February Meeting
2 Hour Ethics with Jan Jacobowitz (Workshop) Linda Lubitz Boone, CFP® (Dinner)
February 9, 2017 5th Annual Estate Planning Symposium
January 19, 2017 January Meeting
Gary Snerson and Joseph H. Deary (Pre-Workshop) Mark Scott, J.D., LL.M. (Workshop) Michael J. Bruno, J.D., LL.M. and Steve Hadjilogiou, J.D., LL.M. (Dinner)
December 13, 2016 Estate Planning Council of Greater Miami Holiday Networker & Celebration
November 17, 2016 November Meeting
2 Hour Ethics with Jan Jacobowitz (Workshop) Thomas J. Pauloski (Dinner)
October 20, 2016 October Meeting
Marc Spector (Pre-Workshop) Philip Herzberg (Workshop) Louis Nostro (Dinner)
August 24, 2016 The Estate Planning Council of Greater Miami Jeopardy Happy Hour
May 19, 2016 Delegation of Trustee Powers (Pre-Workshop) Case Law and Legislative Law Update (Workshop) Do You Really Want To Be a Trustee? Why? (Dinner)
Richard DeNapoli (Pre-Workshop) Michael Dribin (Workshop) Bruce Stone (Dinner)
April 21, 2016 An Insider’s View of Blended Gifts from Both Sides of the Table (Pre-Workshop) Key Issues in Creating an Investment Policy Statement from an Advisor’s Perspective (Workshop) Sophisticated Transfer Planning Strategies for Business Owners (Dinner)
Joseph Deary (Pre-Workshop) Linda Lubitz Boone, CFP® (Workshop) Diana Zeydel (Dinner)
March 17, 2016 The Auction House Revealed (Pre-Workshop) Good Intentions Can Often Lead to Unintended Consequences (Workshop) Life Insurance Planning for the Wealthy Global Citizen (Dinner)
Kristin Vaughn (Pre-Workshop) Jeffrey Haskell (Workshop) Jim Pfleger (Dinner)
February 18, 2016 The Evolving Duties of Competence & Communication: Social Media & Technology’s Impact on the Practice of Law (Extended Workshop) Estate Planning Hot Topics: A Raging Current? (Dinner)
Jan L. Jacobowitz (Extended Workshop) Mark Parthemer (Dinner)
February 9, 2016 4th Annual Estate Planning Symposium
January 21, 2016 LISI - Maximizing Your Membership Benefits (Pre-Workshop) New Standards for Managing Life Insurance as an Asset (Workshop) The New Paradigm: The CPA-based Financial Advisor (Dinner)
Mark Scott (Pre-Workshop) Barry Flagg (Workshop) Roger Hewins (Dinner)
November 19, 2015 The USA v. The World—Wealth Preservation Trusts (Dinner) Case Study of a Complex Fiduciary Income Tax Return – Form 1041 (Workshop) The “Silver Tsunami” and the Effect on Senior Housing (Pre-Workshop)
Leslie Share (Dinner) John Anzivino (Workshop) Raul Mas Canosa (Pre-Workshop)
October 15, 2015 Estate Planning for the Multinational Family (Dinner) Legal Ethics and Trust & Estate Law in the Digital Age (Extended Workshop)
Steve Cantor (Dinner) Jan L. Jacobowitz (Extended Workshop)
September 1, 2015 10th Annual FPA Miami Symposium
August 28, 2015 34th Annual Attorney Trust Officer Liaison Conference
May 21, 2015 Annual Meeting ( Dinner) Legislative Update (Workshop)
Judges Night (Dinner) Hung Nguyen (Workshop)
April 16, 2015 Digital Assets (Dinner) Case Law Update (Workshop)
Eric Virgil (Dinner) and Tom Karr (Workshop)
March 19, 2015 Comparative Analysis Florida vs. Delaware Directed Trusts (Dinner) Asset Protection for the Rest of Us (Workshop)
Gail Cohen (Dinner) and Patrick J. Lannon (Workshop)
February 19, 2015 U.S. Tax Considerations for Multi-Jurisdictional Family Trust Planning (Dinner) Estate and Income Tax Update (Workshop)
Todd N. Rosenberg (Dinner) and Jack Rosenberg (Workshop)
February 10, 2015 3rd Annual Estate Planning Symposium
January 8, 2015 Offbeat Approach to Community Property Rights (Dinner) Collaborative Divorce and Estate Planning (Workshop)
Richard Warner (Dinner) and Elaine King (Workshop)
November 20, 2014 Insurance Planning Techniques (Dinner) Homestead Headaches (Workshop)
Ben London (Dinner) and Jeremy Leathe (Workshop)
October 16, 2014 Complex Assets as Charitable Gifts: An Overlooked Tax Strategy for U/HNW Clients (Dinner) It’s Not Just a Form! – Important Details in IRA/Plan Beneficiary Designations (Workshop)
Josh Daly (Dinner) and Sharon Quinn Dixon (Workshop)
May 15, 2014 Annual Meeting
Judge's Night (Dinner) Brian J. Felcoscki (Workshop)
April 17, 2014 Juxtaposing Divorce and Estate Planning (D) Spring Case Law Update (W)
Seth Marmor (Dinner) Eric Virgil (Workshop)
March 20, 2014 The Economics of Estate Planning: How Does the Planning Team get Paid? (D) It’s All about (Asset) Location (W)
Paul Stokes (Dinner) Charles Bennett Sachs (Workshop)
February 20, 2014 Take This Job and Shove It! Navigating a Successful Transition Between Fiduciaries (D) Planning Strategies After the Health Care Surtax (W)
Bill Hennessey and John Moran (Dinner) Philip Herzberg (Workshop)
February 11, 2014 2nd Annual Estate Planning Symposium
January 9, 2014 Planning for Assisted Reproductive Technology (D) Silver Lining Playbook for Difficult to Administer Trusts (W)
Paul Roman (Dinner) Barry Givner (Workshop)
November 21, 2013 Top 10 Common Estate Planning Mistakes: A Few Things We Should Take Another Look At (D) Life Insurance Technical Manual - Update & Case Studies (W)
Jeff Baskies (D) Dan Tasciotti (W)
October 17, 2013 The Brave New World of Estate Planning: Selected Planning Topics(D) Estate Planning for the Modern Family: The Rules Have Changed (W)
Dan P. Heller (Dinner) Elizabeth Schwartz (Workshop)
May 16, 2013 Judge's Night (D) Legislative Law Update (W)
Judge's Night (Dinner) Michael Dribin (Workshop)
April 18, 2013 6 Creative GRAT Strategies (D) Case Law Update - Probate Litigator (W)
Mark Parthemer (Dinner) Hung Nguyen (Workshop)
March 21, 2013 My Favorite Estate Planning Ideas (D) Attorney's Role/Charitable Estate Plans (W)
Bruce Stone (Dinner) Lou Nostro (Workshop)
February 21, 2013 Fiscal Cliff: Durable Planning Strategies (D) Gift Tax Return Preparation (W)
Thomas J. Pauloski (Dinner) Marcell Hetenyi (Workshop)
February 13, 2013 1st Annual Estate Planning Symposium
January 10, 2013 Balancing Investment Objectives/Fiduciaries (D) Directed Trusts in Florida (W)
Andrew Mehalko (Dinner) Joan Crain (Workshop)
January 9, 2013 January Dinner Meeting
TBD
November 15, 2012 Portability - Plethora of Possibilities (D) Cash Flow Modeling to Fund Grantor Trusts (W)
Lester B. Law (Dinner) Marshall Jones (Workshop)
October 18, 2012 Lack of Capacity (D) Fiduciary Liability & Undisclosed Foreign Bank Accounts: Don't Get F-BARred (W)
Richard C. Milstein (Dinner) Datan Z. Dorot (Workshop)
May 17, 2012 Annual Meeting and Probate Judges Panel
Judges Maria Korvick, Celeste Muir, Arthur Rothenberg, and Lawrence Schwartz
April 19, 2012 Case Law Update (Workshop)
Michael Dribin
April 19, 2012 Specialty Assets in Trust? Special Handling is Required (Dinner Presentation)
Carlos A. Batlle
March 15, 2012 Life Insurance Technical Manual (Workshop)
Dan Tasciotti, CFP®, ChFC, CLU
March 15, 2012 Investment Policy Statements for Trusts (Dinner Presentation)
Alex Bahamonde
February 16, 2012 Portability Issues (Workshop)
Christopher Boyett
February 16, 2012 Litigation (Dinner Presentation)
Jack Falk
January 19, 2012 Credit Management for the Affluent (Workshop)
Diane Peterson McNeal
January 19, 2012 IRA Power and Pitfalls (Dinner Presentation)
Kristen Lynch
November 17, 2011 Amending Irrevocable Trusts (Workshop)
Mary Karr
November 17, 2011 Asset Protection (Dinner Presentation)
Barry Nelson and Jerry Wolf
October 20, 2011 1041 Issues (Workshop)
David Berezin
October 20, 2011 The Power of Attorney Act (Dinner Presention)
Tami Conetta
May 19, 2011 Workshop -- Legislative Update
Brian J. Felcoski
May 19, 2011 Judges Night
Probate Judges Maria Korvick, Celeste Muir, Arthur Rothenberg, and Lawrence Schwartz
April 21, 2011 Workshop -- Case Law Update
Hung V. Nguyen
April 21, 2011 I Do, Act II: Planning it Right the Second Time Around
Elaine M. Bucher
March 17, 2011 Workshop -- Converting to a Roth: Is It Right for Your Client?
Cathy Pareto, CFP
March 17, 2011 Tangible Assets: What Every Estate Planning Professional Should Know
Leslie Hindman
February 17, 2011 Workshop -- Dealing with the Carry-Over Basis Rules
John Anzivino
February 17, 2011 Estate Tax State of the Union
Mark Parthemer
January 20, 2011 Workshop -- Impact of International Community Property Laws on U.S. Estate Tax Planning
Jennifer J. Wioncek
January 20, 2011 Family Policies and the Elephants in the Room
Daisy Medici
November 18, 2010 Workshop -- Statutory Update: Risk Management for the Life Insurance Trust Trustee
Patrick Lannon
November 18, 2010 Healthcare Update
Carlos Castresana
October 21, 2010 Workshop - Asset Protection Via LLC In Light of Olmstead
Alexandre M. Denault, Dunwody White & Landon
October 21, 2010 IRS Update
Marty Basson
May 20, 2010 Legislative Update
Michael Dribin, Esq
May 20, 2010 Judge's Night
April 22, 2010 Fiduciary Liability in Troubling Times - Panel Discussion
David Kamons, Barry Givner, Brian Felcoski
April 22, 2010 Case Law Update
Tom Karr, Esq
March 18, 2010 Estate and Gift Tax Planning Opportunities
Jonathan Blattmacher, Esq
March 18, 2010 Recent Developments in Charitable Planning
Louis Nostro, Esq.
February 18, 2010 Essentials of Special Needs Trusts
Melissa Lader-Barnhardt
February 18, 2010 Financial Exploitation and Abuse of the Elderly
Gerald L. Hemness, Jr.
January 21, 2010 She Gave It to WHO? Dealing With Lifetime Undue Influence
Patrick Lannon, Esq.
January 21, 2010 Annuities – the Good, the Bad, and the Ugly
Paul Soule, CLU
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