Past Events

March 31, 2020 CANCELED "Estate Planning with Trusts after the SECURE Act"
Will Hobson
March 1, 2020 35th Annual Supplement
Supplement
January 22, 2020 "Heckerling 2020: Highlights, Updates and Recent Developments"
Lester Law
November 19, 2019 How Life Settlements & Policy Valuations Impact Estate Planning
Jamie Mendelsohn
October 18, 2019 2019 XXVIII SUCCESS EVENT
L. Paul Hood, Jr., J.D., LL.M.
September 17, 2019 UPDATE: Florida Uniform Principal & Income Act
Jolyon Acosta, Esq.
May 21, 2019 Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Chris Hoyt
March 19, 2019 Economic Review with Douglas Duncan
Douglas Duncan
January 22, 2019 Section 199A Update: The 20% Pass-through Deduction
Richard B Comiter
November 13, 2018 November Speakers Meeting and Annual Meeting
Anne Marie Levin
October 5, 2018 SUCCESS EVENT XXVII and Speakers Meeting "Undue Influence/Elder Abuse
Stuart Bear
September 18, 2018 “Long-term Care - The Importance of Planning Includes the Affluent”
Shawn Britt
May 3, 2018 Charitable Planning
Bryan Klontz
March 20, 2018 Updated Florida Elective Share Statute
Rick Gans
January 30, 2018 New Developments in Asset Protection
Chris Riser
November 14, 2017 Positioning a Business for an Exit
Rob Ashcroft
October 13, 2017 SUCCESS EVENT XXVI
Alan S. Gassman, JD
October 5, 2017 SUCCESS EVENT! Undue Influence/Elder Abuse
Stuart Bear
September 12, 2017 "Year-End Tax and Estate Planning Strategies"
Anne Marie Levin, JD, LLM
May 17, 2017 Seven Options in Family Philanthropy & Ethical Issues in Gift Planning
Kathryn W. Miree, JD
March 21, 2017 "Family Entities in a Post Valuation Discount Environment"
Daisy Medici & Jim Brennan
January 24, 2017 "Finding Opportunity in a Slow Economy"
Stephen S. Lee
November 8, 2016 "Risks for Trustees Holding Closely Held and Family Business Interests"
Stephen G. Salley, JD
October 14, 2016 Success Event 2016
Bruce Stone, JD
September 27, 2016 “IRS Problem Resolution and Other Tales of the IRS ”
Steven N. Kiltzner, P.A.
May 17, 2016 Deferring and Avoiding the Tax on Net Investment Income
Thomas J Pauloski, JD
March 8, 2016 Wealth Transfer/Tax - The Good Giver
Suzanne L Shier
January 19, 2016 "Preventing Medical Decisions from Eroding Wealth"
Susan O. Cassidy, MD, JD
November 12, 2015 Annual Meeting and Speakers Meeting
Kristen A. Vaughn
November 5, 2015 Annual Dues Notice and 2016 Membership Flyer
October 16, 2015 2015 Success Event
National Known Guest Speaker - Samuel Donaldson
September 17, 2015 Speakers Meeting
September 17, 2015 Estate Planning with Digital Assets
Karin Prangley
May 14, 2015 Speakers Meeting
Lynne Wester
March 26, 2015 “Collaborative Divorce and the Estate Plan”
Caroline Black Sikorske and Alice Boullosa, MSW, LMFT
January 22, 2015 Speaker Meeting: Anatomy of a Perfect Trust
Richard A. Oshins, Esq.
November 11, 2014 Family Investment Partnerships: Beyond the Valuation Discount"
Paul Lee National Managing Director
October 17, 2014 Success Event XXIII - 2014 Private Forces Move to the Four
Douglas G. Duncan, Senior VP & Chief Economist Fannie Mae
September 18, 2014 The Family Trust Company Comes to Florida
Jill N. Creager, JD
May 15, 2014 Joint Conference with The Community Foundation
Brian Clontz, President and Co-Founder of Charitable Solutions, LLC
March 18, 2014 Estate and Gift Tax Issues and the IRS
Michael Gregory
January 21, 2014 Danger Will Robinson! Ethical and Conflict of Interest Considerations in Estate Planning
William T. Hennessey
November 13, 2013 Celebrity Estate Planning Disasters - Naples Evening Edition
Richard Warner, PA
October 18, 2013 Success Event XXII 2013 - Retirement Accounts: Planning Outcomes for Family & Charitable Objectives
Christopher Hoyt, Professor of Law University of Missouri
September 18, 2013 Current Challenges of Fiduciary Administration in Era of Multi-Jurisdiction Practice-Moving Trusts!
Thomas M. Forrest, CPA President of U.S. Trust Company of Delaware
May 15, 2013 "6 Creative GRAT Strategies!"
Mark Parthemer - Bessemer Trust Company
March 13, 2013 Zero-Exemption Planning
David Pratt & Scott Bowman of Proskauer Rose, LLP
January 29, 2013 Estate Tax Changes, Past, Present and Future
Ronald D. Aucutt, Partner, McGuire Woods, LLP
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