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