The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Tax Section present
Annual Wealth Protection
HOW A LAWYER CAN PROTECT A CLIENT’S WEALTH


Course Classification: Advanced Level
Hyatt Regency, 400 SE 2nd Avenue, Miami, FL, 33131, 305-358-1234

Course No. 1461R





7:45 a.m. - 8:15 a.m.

Late Registration

IF YOU HAVE ANY QUESTIONS THE PRESENTERS, PLEASE GIVE THEM TO EITHER DENIS OR ALAN WHEN YOU ARRIVE SO THEY CAN BE ANSWERED DURING THE CONFERENCE.

8:15 a.m. - 8:30 a.m.
A Brief Introduction to The Art of Wealth Protection Planning©
Professor Denis Kleinfeld, Esq. and Alan Gassman, Esq. , Co-Chairman

8:30 a.m. - 9:20 a.m.
Using Estate Planning Techniques to Optimize Family Wealth Preservation
Alan S. Gassman, Esq.
Gassman Law Associates, P.A., Clearwater

9:20 a.m. - 10:20 a.m.
Where does Florida Law Stand on Fraudulent Transfers?
Jonathan B. Alper, Esq.
Jonathan B. Alper, PLC, Lake Mary

10:20 a.m. - 10:30 a.m. Break

10:30 a.m. - 11:30 a.m.
Introduction to Professional Privilege in Wealth Protection Cases—Civil v Criminal; Tax v Non-Tax; When to claim the Fifth; How to Do It right.
Mitchell Fuerst, Esq., Fuerst Ittleman David & Joseph PL, Miami

11:30 a.m. - 12:30 p.m.
A Road Map of the Collection Process for the Asset Protection Planner
Arthur C. Neiwirth, Esq., Quintairos, Prieto, Wood & Boyer, P.A. , Fort Lauderdale

12:30 p.m. - 1:00 p.m.
Lunch

1:00 p.m. – 1:45 p.m.
Entity Planning for Wealth Protection
Domenick Lioce, Esq.
Naison, Yeager, Gerson, White & Lioce, P.A., West Palm Beach

1:45 p.m. – 2:30 p.m.
Recent Asset Protection Case Decisions, Legislation, and Their Importance In Protection Planning
Michael C. Markham, Esq., Johnson, Pope, Bokar, Ruppel, & Burns, LLP, Tampa

2:30 p.m. - 3:40 p.m.
Where to Situs a Trust--An Analysis of U.S. Asset Protection States
Professor Denis Kleinfeld, Esq. , Of Counsel to Fuerst Ittleman David & Joseph, Miami

3:40 p.m. - 3:50 p.m. -Break

3:50 p.m. - 4:40 p.m.
Understanding the Key Tax And Compliance Requirements in Wealth Protection Structures
Charles R. Rubin, Esq.
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton

Brochure.pdfBrochure.pdf





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.

ELECTRONIC COURSE MATERIAL NOTICE:
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.



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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]