CLE & Program Materials

CLE & PROGRAM MATERIALS

2021/2022

October 21, 2021 -Transition by Design: Successful Succession of the Privately Held Business and WealthSusan P. Rounds, JD, CPA, LL.M. (taxation), AEP®

November 18, 2021 - Title Transfers Involving Death, Mark Gundel and Rianna Giannico

December 16, 2021 - Gift and Estate Tax Planning - The Greatest Show on Earth

January 27, 2022 - Strategies for Trusts Hammered by Increased Income Tax Rates

February 28, 2022 - Soically Responsible Investing


2020/2021

September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications

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October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration

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November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning

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December 3, 2020 - Purposeful Planning - Moving Beyond Traditional Planning to Enhance the Client's Estate Planning Experience

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January 21, 2021 - Leaning Into Social Distancing: Planning for Politics

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  • Powerpoint


March 18, 2021 - Conversations: The Most Important Part of Advance Care Planning

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Here are some resources that might interest you:

Empath Health Palliative care helps woman achieve milestones video link

https://youtu.be/SjCCIvJABOA

There is additional information on Palliative Care Services on our web-site under the Palliative Care tab.

The website is www.empathhealth.org and the Advance Care Planning tab includes downloadable living wills in English and Spanish, Interactive Living Wills, Dementia Living Wills, resources, etc.

To call for an Advance care planning packet please dial 727-586-4432. The packet includes 2 living wills with the 24 page The Greatest Plan booklet and a booklet for the HCS called “what do I do now”?

My contact information: Kelly Siegel 727-735-8743 KellySiegel@EmpathHealth.org


April 22, 2021 - Market Outlook - Larry Adam, CIO, Raymond James

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May 27, 2021 - International Estate Planning - Fabrice Marmosez, RSM US LLP

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