Past Events

March 14, 2019 Estate Planning With IRAs
February 14, 2019 Overview of the New Tax Law for Planners and Their Clients
January 17, 2019 Risk Management for Tangible Assets; Caring for Art, Jewelry, Wine, and Couture
December 6, 2018 Insurance – Cyber Issues
November 15, 2018 Integrating Charitable Gift Planning Into Estate Planning
October 18, 2018 Working with Elderly Clients
October 2, 2018 2018 Fall Social
May 17, 2018 CLATs: An Underutilized Strategy
April 19, 2018 Governance & the Challenges in Successful Planning with Multi-Generational Family Entities
March 15, 2018 Naming a Trust as the Beneficiary of IRA's
February 15, 2018 Collaborative Divorce - Panel Discussion
January 18, 2018 Important considerations in protecting your client’s assets from an insurance and risk management perspective
December 14, 2017 Estate Tax in the Future/Portability
November 16, 2017 Top 10 IT Security Mistakes Businesses are Making & How to Prevent Them
October 26, 2017 Litigation Issues Relating to Survivorship Rights in Joint Accounts
September 19, 2017 2017 Fall Social
May 11, 2017 SEPC Spring Social
April 20, 2017 Charitable Remainder Trusts
March 16, 2017 CyberSecurity
February 16, 2017 How and When to Fund a Revocable Trust/Estate Planning and Asset Protection Concepts
January 19, 2017 Fiduciary Standard for Qualified Accounts
December 8, 2016 Tax Update
November 10, 2016 Getting Into, Using & Getting Out of Florida Medicaid
October 6, 2016 Trust Panel: Discretionary Distribution Decisions
September 13, 2016 SEPC Fall Social
April 28, 2016 Elder Abuse Panel
March 10, 2016 Transcending Learned Limits
February 18, 2016 What you need to know about Chapter 738, the FL Principal and Income Act
January 28, 2016 IRA's - From Basic to Advanced
December 3, 2015 Avoiding Litigation in Probate
November 12, 2015 Portability Under New Regulations & Alice's Looking Glass
October 8, 2015 How Useful will the Florida Family Trust Company Act be to my Estate Planning Practice?
September 3, 2015 SEPC Fall Social
May 19, 2015 Spring Social
April 30, 2015 Long Term Care Planning
March 18, 2015 Building Bridges Between the Generations: The Role of Professional Advisors in Giving
February 26, 2015 Marriage Equality and Planning for LGBT Clients Post-Windsor
January 29, 2015 The Affordable Care Act – Year 5: Where we were, where we are, how it works, and its Impact on Estate Planning
December 18, 2014 “Legacy: How You Live Today and How You Are Remembered Tomorrow” A Perspective on Helping Clients Add Clarity to their Planning
November 20, 2014 Social Security Planning & Strategies
October 23, 2014 LLC's in Estate Planning
September 24, 2014 Fall Social
May 15, 2014 Spring Social
April 24, 2014 Recent Transfer Tax Developments
March 20, 2014 Do People Experience Your Business the Way You Think They Do?
February 20, 2014 When Creditors’ Rights & Bankruptcy Issues Collide with Estate Planning, What Should You Do?
January 16, 2014 Elder Law Update
December 12, 2013 Estate and Income Tax Planning After the American Taxpayer Relief Act of 2012
November 7, 2013 "You want to do what?" asked the IRA custodian
October 17, 2013 Special Needs Planning - What Every Estate Planner Needs to Know
April 18, 2013 The Loop Group Spring Tour: Recent Developments and Planning After ATRA
March 14, 2013 Charting Your Course to Tremendous Success
February 14, 2013 Elder Abuse
January 10, 2013 Unusual Strategies, Surprising Outcomes
December 6, 2012 Ethical Issues in Estate Planning
November 8, 2012 Delaware Trust Planning
October 11, 2012 Avoiding Common Mistakes in Planning Charitable Gifts
April 26, 2012 Recent Changes and Trends in Estate Planning
March 8, 2012 Discovering Your Memory Power
February 9, 2012 Some of the Best Estate Planning Ideas We See Out There That I Have Not Already Talked AboutÂÂÂ
January 19, 2012 When Good Beneficiary Designations Go Bad: What You Can and Can't Do To Fix Them
December 1, 2011 Financial Exploitation, Fraud and Elder Abuse in Florida
November 3, 2011 Planning with Offshore Asset Protection Trusts, Problems Pitfalls, Opportunities & Assurance
October 6, 2011 How to Design, Explain and Implement Dynasty Trusts, Whether Domestic, Foreign, or in Florida
September 1, 2011 Florida Elder Law & Disability Forum
April 28, 2011 Investment Opportunity Amid Tax Uncertainty: Observations and Case Studies
March 10, 2011 Planning for Incapacity: Who’s really doing the estate planning?
February 10, 2011 Creatives Uses of FLP's
January 20, 2011 What Every Estate Planning and Probate Attorney Needs to Know About Changes in Elder Law
December 9, 2010 Florida Probate and Trust Law Update
November 11, 2010 The Tightening Noose of International Tax Compliance for U.S. Taxpayers
October 21, 2010 Taxes and Special Needs Trusts
September 16, 2010 Fall Social
May 11, 2010 Spring Social
April 29, 2010 It's Not Personal Sonny, It's Strictly Business
March 18, 2010 Working with All 4 Generations
February 18, 2010 Foreclosure Issues in Estate & Trust Administration
January 14, 2010 Hedge Fund/Investments/Economic Market Outlook
December 10, 2009 Split Dollar Arrangements and their Return to Popularity
November 5, 2009 IRA's - Converting to Roth in 2009
October 15, 2009 Recent Developments in Special Needs Trusts
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