The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
It's Not Too Late - Year End Estate and Asset Protection Planning Techniques Views from Washington DC and More

Course Classification: Intermediate Level
Live and Webcast Presentation: Friday, November 30, 2012
Tampa Airport Marriott • 4200 George J. Bean Parkway • Tampa, FL 33607 • 813-879-5151

Course No. 1509R

The latest from Washington and where we are now to include hot topics such as trends in asset protection planning; status of the estate tax; domestic and offshore asset protection trusts; portability; homestead; income tax issues and defense of marriage act judicial challenges.

7:45 a.m. – 8:15 a.m.

Late Registration

8:15 a.m. – 8:20 a.m.
Opening Remarks
Charles (Chad) Callahan III, Tampa and Lester Law, Naples – Program Co-Chairs

8:20 a.m. – 9:10 a.m.
Panel Discussion: The Latest Out of Washington – Where We Are and Where We Are Headed
Ronald Aucutt, Tysons Corner, VA
James Carlisle, Washington, DC
Brian Sparks, Tampa

9:10 a.m. – 9:20 a.m.

9:20 a.m. – 10:00 a.m.
Latest Cases, Laws, and Trends in Asset Protection Planning
Gideon Rothschild, New York, NY

10:00 a.m. – 10:40 a.m.
Status of the Estate Tax and Planning for 2012 and 2013
Ron Aucutt, Tysons Corner, VA

10:40 a.m. – 10:50 a.m.

10:50 a.m. – 11:40 a.m.
Panel Discussion: Domestic and Offshore Asset Protection Trusts: Challenges and Opportunities
Gideon Rothschild, New York, NY
Barry Nelson, Miami Beach
Chris Riser, Athens, GA
Rob Lancaster, Naples

11:40 a.m. – 12:20 p.m.
Portability – Panacea? Pariah? or Placebo?
Richard Franklin, Washington, DC

12:20 p.m. – 1:30 p.m.
Lunch (on your own)

1:30 p.m. – 2:00 p.m.
Homestead and Creditors - What Works and What Doesn’t
Charlie Nash, Melbourne

2:00 p.m. – 2:20 p.m.
Top Ten Planning Tips for the Year-End – Income Tax Issues in Estate Planning
Lester Law, Naples

2:20 p.m. – 2:30 p.m.

2:30 p.m. – 3:00 p.m.
Year-End Charitable Planning
Lou Nostro, Miami

3:00 p.m. – 3:35 p.m.
Putting the “D’OH" in DOMA: Recent Judicial Challenges to Defense of Marriage Act and Other Same-Sex Planning Ideas and Pitfalls
George Karibjanian, Boca Raton

3:35 p.m. – 4:15 p.m.
Asset Protection and Estate Planning – Why Not Have Both in the Best Jurisdictions
Barry Nelson, Miami Beach

4:15 p.m. – 4:20 p.m.
Closing Remarks
Charles (Chad) Callahan III, Tampa and Lester Law, Naples – Program Co-Chairs


To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

AUDIO WEB CAST CONNECTION: Live audio web cast attendees receive course materials and audio via the Internet. Connection instructions will be e-mailed 2 days prior to scheduled course; or contact The Florida Bar Order Entry Department at 850-561-5831 for instructions 2 days prior to the event.

Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video DVDs. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.



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]