The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
Current Developments in Estate Planning Techniques

Course Classification: Intermediate Level
Live & Webcast Presentations: Friday, October 18, 2013
Tampa InterContinental Hotel • 4860 West Kennedy Boulevard • Tampa , FL 33609 • (813)286-4400

Course No. 1640R

This new seminar will provide in depth information on cutting-edge issues and planning techniques facing trusts and estates practitioners. Topics will include planning under DOMA after the Windsor and Perry cases, practical planning and analysis for portability of the estate and gift-tax exemptions, drafting pointers when naming trusts and individuals as beneficiaries of IRAs, and asset protection trusts in light of recent developments. The ethics portion of the program will address the new Florida law on gifts to attorneys.

7:55 a.m. – 8:25 a.m.

Late Registration

8:25 a.m. – 8:30 a.m.
Opening Remarks
Anne Buzby-Walt, Jacksonville, Tasha Dickinson, West Palm Beach and Keith Kromash, Melbourne – Program Co-Chairs

8:30 a.m. – 10:00 a.m.
Domestic and Foreign Asset Protection Trusts - Planning and Pitfalls in Light of Recent (and Not so Recent) Court Decisions
Barry Nelson, North Miami Beach and Dan Rubin, New York

10:00 a.m. – 10:10 a.m.

10:10 a.m. – 11:20 a.m.
IRAs, Issues (and Solutions) for Designating Individuals and Trusts as Beneficiaries -Case Studies
Lester Law, Naples and Kristen Lynch, Fort Lauderdale

11:20 a.m. – 12:10 p.m.
Danger, Will Robinson: New Changes to Florida Statutes Voiding Gifts to Attorneys and Other Ethical Considerations for Drafting Attorneys
William Hennessey, West Palm Beach

12:10 p.m. – 1:10 p.m.
Lunch (on your own)

1:10 p.m. – 2:40 p.m.
A Split at the DOMA Supreme Court - Same-Sex Planning in a Post-Windsor and Perry World
George Karibjanian, Boca Raton

2:40 p.m. – 2:50 p.m.

2:50 p.m. – 4:30 p.m.
Portability - Practical Planning Pointers
Lauren Detzel, Orlando and Lester Law, Naples

4:30 p.m. – 4:35 p.m.
Closing Remarks
Anne Buzby-Walt, Jacksonville, Tasha Dickinson, West Palm Beach and Keith Kromash, Melbourne – Program Co-Chairs


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]