This Seminar will cover the following topics: Estate Planning for Second Marriages, The Most Despised Trust Provisions, Firing a Client-The Roach Motel of Ethics, Estate Planning for Special Individuals, A Potpourri for Changing Trust Terms, Planning for Same Sex Couples, Legislative Update, Professionalism and Ethics for Lawyers and, Post Mortem Estate Planning and Avoiding, Setting Attorneys’ and Fiduciaries’ Fees and Getting Paid, Gifts to Lawyers and Fiduciaries, Recent T&E Florida Case Law, and Wealth Transfer Developments.
Thursday, June 13
11:00 a.m. – 5:15 p.m.
Twenty-Fourth Annual Scramble Golf Tournament and Lunch – Hosted by Wells Fargo Private Bank
3:00 p.m. – 5:00 p.m.
Registration – Hosted by Christiana Bank, Flash Drive Sponsor
5:45 p.m. – 7:30 p.m.
Reception* – Hosted by the U.S. Trust, Reception and Presenting Sponsor for the Conference
Friday, June 14
7:30 a.m. – 8:15 a.m.
Late Registration and Breakfast – Hosted by SunTrust Banks, Inc.
8:15 a.m. – 8:30 a.m.
Welcome and Announcements
Jack A. Falk, Jr., Coral Gables – Program Chair
8:30 a.m. – 9:10 a.m.
I Do, Act II: Planning It Right the Second Time Around
Elaine M. Bucher, West Palm Beach
9:10 a.m. – 10:05 a.m.
Say What You Mean, Mean What You Say: The Most Despised Trust Provisions
George W. Lange, Tampa
Jennifer Robinson, Fort Lauderdale
Jerome L. Wolf, Boca Raton
10:05 a.m. – 10:20 a.m.
10:20 a.m. – 11:20 a.m.
Firing a Client – The Roach Motel of Ethics
Richard E. Warner, Marathon
11:20 a.m. – 11:55 a.m.
The DNA of Drafting – Planning Considerations for Unique Circumstances
Melissa L. Barnhardt, Fort Lauderdale
Deborah P. Goodall, Boca Raton
12:00 p.m. – 1:10 p.m.
Lunch/Discussion – Hosted by Coral Gables Trust
1:15 p.m. – 1:50 p.m.
Alternative Dispute Resolution
David R. Carlisle, Miami
1:50 p.m. – 2:45 p.m.
Modifying Trusts: The Whys, The Hows and the How Nots
Debra L. Boje, Tampa
Mark T. Middlebrook, Jacksonville
Charles I. Nash, Melbourne
George Cotto, Jacksonville
2:45 p.m. – 3:00 p.m.
3:00 p.m. – 3:30 p.m.
The Supreme Court and DOMA: Will DOMA be Knocked Out?
George D. Karibjanian, Boca Raton
3:30 p.m. – 4:00 p.m.
Barry F. Spivey, Sarasota
4:00 p.m. – 5:00 p.m.
The Estate Planning Team: Do We Play By the Same Rules?
Hugh MaGill, Chicago
Bruce M. Stone, Coral Gables
5:45 p.m. – 7:30 p.m.
Reception* – Hosted by BNY Mellon Wealth Management and Life Audit Professionals
Saturday, June 15
7:30 a.m. – 8:00 a.m.
8:00 a.m. – 8:40 a.m.
Post Mortem Estate Planning – To Err is Human; To Forgive Can be Expensive
Michael Mariani, New York
8:40 a.m. – 9:35 a.m.
Setting Attorneys’ and Fiduciaries’ Fees and Getting Paid
Sandra F. Diamond, Seminole
Lester B. Law, Naples
Donald R. Tescher, Boca Raton
9:35 a.m. – 10:10 a.m.
Avoiding the South Indian Monkey Trap: The Ethics of Client Gifts
William T. Hennessey III, West Palm Beach
10:10 a.m. – 10:25 a.m.
10:25 a.m. – 11:20 a.m.
Recent Trust & Estate Florida Case Law
Steven L. Hearn, Tampa
11:20 a.m. – 12:25 p.m.
Wealth Transfer Developments
Professor Sam Donaldson – Sponsored by Fiduciary Trust International
*Spouse or significant other (1) welcome to attend receptions if registered and paid
12 hours of CE for the Certified Financial Planner (CFP) has been awarded to this course.
Law firm and CPA firm Conference Sponsors: Alpern Rosenthal; Bilzin Sumberg Baena Price & Axelrod LLP; Cummings & Lockwood, LLC; Duane Morris LLP; Dunwody White & Landon, P.A.; Elizabeth Dunn, CPA; Goldman Felcoski & Stone P.A.; Gutter Chaves Josepher Rubin Forman Fleischer & Miller, P.A.; Gunster; Harper Meyer Perez Hagen O'Connor Albert & Dribin LLP; Holland & Knight, LLP; Kaufman Rossin & Co.; Shutts & Bowen, LLP; Quarles & Brady LLP.
Special thanks to these individuals for their dedicated service to the Conference: Fiduciary Co-Chairs: Biggs Knauer and Sharon DaBrusco; Vice Chairs: Deborah Russell, Patrick Lannon and Laura Sundberg. Speaker coordinators: Mitchell Hipsman and Tattiana Brenes-Stahl. Program materials: Patrick Lannon. Fiduciary sponsorship coordinators: Laura Sundberg, Robert Bulloch, Robin King and Marina Nice. Attorney/CPA Sponsorship: Sharon DaBrusco, Biggs Knauer, Chuck Runge and Jeff Cowley. Participant initiatives: Paul Roman and Brandon Pratt. Exhibitors: Lonni Cibants, Deborah Russell. Social network: Brandon Pratt and Daniel Fleisher.
Special thanks to the Presenting Sponsor: U.S. Trust