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The Florida Bar
30th Annual RPPTL Legislative and Case Law Update Seminar
Palm Beach, FL
Presenting: New Section 736.0505 (3) Insures that Florida Intervivos
QTIP Trusts Receive Favorable Estate Tax and Asset Protection
Benefits
August 6, 2010
FICPA
Annual Convention
Naples, FL
Presenting: Asset Protection & Estate Planning
Section I - Estate Tax Update: Recent Development
Section II - Asset Protection Fact Pattern
Section III - Asset Protection for Estate Planners
June 11, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
UM-NSU CARD
University of Miami-Nova Southeastern University
Center for Autism & Related Disabilities
Coral Gables, FL
Presenting: Special Needs Trusts and Health Insurance Update for
Children with Autism
February 23, 2010
Berkowitz
Dick Pollack & Brant -
Taxes & Tidbits Session
Miami, FL
Presenting: Asset Protection Planning for Estate Planners
January 5, 2010
Florida Institute of Certified
Public Accountants (FICPA) Florida Institute on Federal Taxation
Conference (FIFT)
Presenting: Estate Tax Update: Recent Developments and Asset
Protection & Estate Planning - Why Not Have Both?
Orlando, FL
November 13, 2009
The Mobile Chapter of the Estate
Planning Council presents
The Gulf Coast Estate Planning Conference
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Mobile, AL
November 6, 2009
44th Annual
Southern Federal Tax
Institute (SFTI)
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Atlanta, GA
October 22, 2009
Academy of Florida Elder Law
Attorneys (AFELA)
Creditor Protection for Seniors Webinar
Presenting: Asset Protection for Elders
August 6, 2009
http://afela.org/
Estate Planning Council Meeting
Presenting: Asset Protection Planning for Estate Planners
(As presented to Heckerling)
Miami, FL
April 14, 2009
Heckerling Institute on
Estate Planning
Presenting:
Asset Protection Planning for Estate Planners - What Me Worry?
What Have You Done to Protect Yourself and Your Loved Ones
Orlando, FL
January 16, 2009
Heckerling Institute
on Estate Planning
Presenting:
Meet the Joneses - A Potpourri Of Estate Planning Issues
for a Special Needs Family
Presented with: Sebastian V. Grassi, Jr. and Andrew H. Hook
Orlando, FL
January 15, 2009
The Nelson & Nelson
Tenth Annual Tax Seminar Luncheon
What are the Possibilities? What Changes Can we Expect in Light of a
New President?
Hollywood, Florida
November 18, 2008
Florida Institute of
Certified Public Accountants (FICPA)
Florida Institute on Federal Taxation Conference
Lake Buena Vista, Florida
November 14, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Fort Lauderdale, Florida
November 13, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Tampa, Florida
November 12, 2008
SunTrust
Trusts & Estates Roundtable Luncheon
Fort Lauderdale, Florida
October 16, 2008
UM CARD
Special Needs Planning
Miami, Florida
October 14, 2008
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