The Florida Bar

The Florida Bar
and the International Law Section present
International Income Tax and Estate Planning 2011

Course Classification: Intermediate Level

Live Presentation: Thursday, October 27, 2011 - Miami
The Conrad Hotel * 1395 Brickell Avenue * Miami, Florida 33131 * (305) 503-6500

Course No. 1299R

The one-day seminar will cover international tax and estate planning developments, Foreign Account Tax Compliance Act (FATCA) and its international tax focus, updates on application of portfolio interest concepts, cutting-edge developments with respect to tax fraud and collection considerations as related to international tax, international and domestic tax and its relation to current and future law school focus, current issues in estate and gift tax planning for U.S. situs assets, current issues and required disclosures related to expatriation, and transfer pricing in the current economic environment.

8:00 a.m. – 8:25 a.m.

Late Registration

8:25 a.m. – 8:30 a.m.
Opening Remarks
William H. Newton, III, Esq., Law Offices of William H. Newton, III, Miami – Program Chair

8:30 a.m. – 9:20 a.m.
Overview of International Tax and Estate Planning Developments
William H. Newton, III, Esq., Law Offices of William H. Newton, III, Miami

9:20 a.m. – 10:10 a.m.
Putting FATCA into Context: The International Focus on Information Exchange
Professor Patricia Brown, Director, Masters of Taxation Program, University of Miami School of Law, Coral Gables

10:10 a.m. – 10:25 a.m.

10:25 a.m. – 11:15 a.m.
Choice of Entity Issues and International Tax Planning
Seth Entin, Esq., Greenberg Traurig, Miami

11:15 a.m. – 12:05 p.m.
Cutting-Edge Developments With Respect to Tax Fraud and Collection Considerations as Related to International Tax
Andrew H. Weinstein, Esq., Holland and Knight L.L.P., Miami
Kevin Packman, Esq., Holland and Knight L.L.P., Miami

12:05 p.m. – 1:30 p.m.
Lunch (on your own)

1:30 p.m. – 2:20 p.m.
Taxation (International and Domestic) and its Relationship to Current and Future Law School Focus
Professor Patricia White, Dean, University of Miami School of Law, Coral Gables

2:20 p.m. – 3:10 p.m.
Current Issues in Estate and Gift Tax Planning for U.S. Situs Assets
Margarita P. Muina, Esq., Law Offices of Margarita P. Muina, P.A., Miami

3:10 p.m. – 3:25 p.m.

3:25 p.m. – 4:15 p.m.
Expatriation – Current Issues and Required Disclosures
Shawn P. Wolf, Esq., Packman, Neuwahl and Rosenberg, Coral Gables
Jennifer Wioncek, Esq., Baker & McKenzie LLP, Miami

4:15 p.m. – 5:05 p.m.
Transfer Pricing in the Current Economic Environment
Ian Gray, Economics Partners, L.L.C., Denver, CO
Robert A. Feinschreiber, Esq., Feinschreiber & Associates, Key Biscayne

5:05 p.m. – 5:10 p.m.
Closing Remarks
William H. Newton, III, Esq., Law Offices of William H. Newton, III, Miami – Program Chair

CLE Credit: 8 hours, 1 ethics ; Max cert: 8 International Law: 8, Tax Law: 6; Wills, Trusts & Estates: 6 hours


Effective July 1, 2010, every CLE course will feature an electronic course book in lieu of a printed book for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video DVDs. This searchable, downloadable, printable material will be available via e-mail several days in advance of the live course presentation or thereafter for purchased products. We strongly encourage you to purchase the book separately if you prefer your material printed but do not want to print it yourself.

Print the attached PDF brochure for more detailed information.



Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).

*** Live ** Videotaping Session * Videotaped Replay

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[Revised: 06-01-2008]