Past Events
November 19, 2024 |
November 19, 2024 Workshop + Dinner Meeting
Workshop: Mitchell Goldberg & Bryan Appel / Dinner: Cassandra Nelson |
October 15, 2024 |
October 15, 2024 Workshop + Dinner Meeting
Workshop: Steven H. Linde, J.D. LL.M. / Dinner: Patrick J. Lannon |
September 10, 2024 | *Registration Is Now Closed* Fall Social Networking Event |
May 14, 2024 |
May 14, 2024 Workshop + Dinner Meeting
Workshop: Stacy Rubel, Esq. / Dinner: Michael Dribin |
May 2, 2024 | EPC/FPA/CFA/STEP/FICPA/MIAMI-DADE BAR ASSOCIATION YOUNG LAWYERS SECTION - JOINT NETWORKING EVENT |
April 23, 2024 |
April 23, 2024 Workshop + Dinner Meeting
Workshop: Thomas Pauloski / Dinner: Jennifer Wioncek |
March 19, 2024 |
March 19, 2024 Workshop + Dinner Meeting
Workshop: Howard Krooks / Dinner: Cady Huss |
February 6, 2024 | February 6, 2024 - 12th Annual Estate Planning Symposium |
January 16, 2024 |
January 16, 2024 Workshop + Dinner Meeting
Workshop: Teena Calmettes and Edgardo Gonzalez / Dinner: Kevin Packman and Sean Tevel |
December 12, 2023 | Council Holiday Networking Reception |
November 14, 2023 |
November 14, 2023 Workshop + Dinner Meeting
Workshop: Brian Goodhart / Dinner: Josh Goldglantz |
October 17, 2023 |
October 17, 2023 Workshop + Dinner Meeting
Workshop: Samy Dwek / Dinner: James Walrack and Will Stewart |
September 19, 2023 | *Registration Is Now Closed* Join Us!!!! Joint Society Networking Event - EPC/FPA/CFA |
May 18, 2023 |
May 18, 2023 Workshop + Dinner Meeting
Details TBA |
April 26, 2023 |
Revised Date - Now April 26, 2023 Workshop + Dinner Meeting
Details TBA |
March 16, 2023 |
March 16, 2023 Workshop + Dinner Meeting
Details TBA |
February 7, 2023 | February 7, 2023 - 11th Annual Estate Planning Symposium |
January 19, 2023 |
January 19, 2023 Workshop + Dinner Meeting
Robert Penafiel (Pension Services Inc.) & Richard E. Warner Esq. |
December 23, 2022 | Payment Only - Council Holiday Networking Reception |
December 13, 2022 | Council Holiday Networking Reception |
November 17, 2022 |
November 17, 2022 Workshop + Dinner Meeting
Details TBA |
October 20, 2022 |
October 20, 2022 Workshop + Dinner Meeting
Francia D. Cabral, Esq.| Seth Kaplan |
September 22, 2022 | Council Year Kickoff Membership Reception |
June 9, 2022 | EPC Post Symposium - Cocktail Garden Reception |
May 19, 2022 |
May 19, 2022 Workshop + Dinner Meeting
Registration Now Open!!!! |
April 21, 2022 |
April 21, 2022 Workshop + Dinner Meeting
Registration Now Open!!! |
March 17, 2022 |
March 17, 2022 Workshop + Dinner Meeting
Registration Now Open!!!! |
February 8, 2022 | February 8, 2022 - 10th Annual Estate Planning Symposium |
January 20, 2022 |
January 20, 2022 Workshop + Lunch Meeting
Daniel Berger & Jon Perrillo - Lockton Companies; Nichole D. Scott | Holland & Knight LLP |
December 13, 2021 | EPC Holiday Cocktail Networking Garden Reception |
November 17, 2021 |
November 17, 2021 Workshop + Dinner Meeting
Samy Dwek | The Family Office Doctor; RYAN J. COYLE | McDermott Will & Emery |
October 20, 2021 |
October 20, 2021 Workshop + Dinner Meeting
Brian Lebensburger, Esquire and Bruce Stone, Esquire; William E. Keenen Greenberg Traurig, P.A. |
September 21, 2021 | Join Us!!!! EPC Cocktail Networking Garden Reception |
September 8, 2021 |
Attend a quick webinar to learn why EPC membership will be the best $350 you spend this year!
Glenn J. Downing, CFP® and Mark Scott, JD, LLM |
August 17, 2021 |
Attend a quick webinar to learn why EPC membership will be the best $350 you spend this year!
Mark Scott, JD, LLM and Glenn J. Downing, CFP® |
May 20, 2021 |
May 20, 2021 - General Meeting - Presentation
Michael A. Dribin, Harper Meyer Perez Hagen Albert Dribin & DeLuca, LLP and Eric Virgil, The Virgil Law Firm |
April 22, 2021 |
April 22, 2021 - General Meeting-Workshop + Presentation
Jan Jacobowitz, JD & Robin Schard, JD (Ethics/Technology Presentation) - Presentation Speaker: Stanford Blake, Esq. |
March 18, 2021 |
March 18, 2021 - General Meeting-Webinar
Dolly Hernandez, Boyd Richards and Mary Karr, Gunster |
February 9, 2021 |
February 9, 2021 - 9th Annual Estate Planning Symposium - A Virtual Event
Stephen Akers, Mousa Botros, MD, Seth Kaplan, Bob Keebler, Steve Leimberg, Rebecca Fishman Lipsey, Hung Nguyen, Kevin Packman, Bruce Stone & Sean Tevel |
January 21, 2021 |
January 21, 2021 - General Meeting - Workshop + Presentation
Brian J. Felcoski, Goldman Felcoski & Stone PA and Juan C. Antunez, Stokes, McMillan, Antunez PA and Presentation Speaker: Devin W. Blackburn, J.D., LL.M. (Taxation), Northern Trust |
November 20, 2020 |
November 20, 2020 (Friday) - General Meeting-Workshop + Presentation (Webinar)
Jan Jacobowitz and UM Students (ethics workshop) and Presentation Speakers: Madelayne Cordero, Esq., TEP, Rahul Ranadive, J.D., LL.M., and Maria Toledo, CPA, MST |
October 8, 2020 |
October 8, 2020 - Joint Webinar with FPA Miami
James Wolcott/Glenn Davis, CPA and Yaury A. Jattin, MST, CPA |
June 24, 2020 |
June 24, 2020 (Wednesday) Workshop + Presentation (Webinar)
Julie Neitzel (Workshop) + Panel Discussion) (Presentation) |
May 20, 2020 |
May 20, 2020 (Wednesday) Workshop + Presentation (Webinar)
Michael Dribin, Esq. (Workshop) + Barry A. Nelson/Allison R. Day, Esq. (Presentation) |
April 16, 2020 |
April 16, 2020 Workshop + Presentation
Sharon Dixon, Esq. (Workshop) + Mark Parthemer, Esq. (Presentation) |
February 27, 2020 | February Networking Event - February 27, 2020 |
February 11, 2020 | February 11, 2020 - 8th Annual Estate Planning Symposium |
January 9, 2020 |
January 9, 2020 Workshop + Dinner Meeting
John Spradlin, JD, LL.M. & Lana Pernia, CPA (Workshop) + Fred Weber, Esq. (Dinner) |
November 20, 2019 | EPC Miami + STEP Miami Holiday Reception Hosted by Coral Gables Trust |
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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