|May 12, 2020||
"Top Ten Charitable Trends Every Advisor Should Know in 2020"
|March 31, 2020||
CANCELED "Estate Planning with Trusts after the SECURE Act"
|March 1, 2020||
35th Annual Supplement
|January 22, 2020||
"Heckerling 2020: Highlights, Updates and Recent Developments"
|November 19, 2019||
How Life Settlements & Policy Valuations Impact Estate Planning
|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
|March 19, 2019||
Economic Review with 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
|September 18, 2018||
“Long-term Care - The Importance of Planning Includes the Affluent”
|May 3, 2018||
|March 20, 2018||
Updated Florida Elective Share Statute
|January 30, 2018||
New Developments in Asset Protection
|November 14, 2017||
Positioning a Business for an Exit
|October 13, 2017||
SUCCESS EVENT XXVI
Alan S. Gassman, JD
|October 5, 2017||
SUCCESS EVENT! Undue Influence/Elder Abuse
|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
|May 14, 2015||
|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
|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||
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
|View Current Events|
Join our Mailing List!