Continuing Education Credits Available!

APPROVED FOR 7.5 HRS OF CLE (CERTIFICATION: ELDER LAW–5.5 HRS; WILLS, TRUSTS & ESTATES–5.5 HRS); 7 HRS OF FLORIDA INSURANCE CE; AND 7.5 HRS OF CFP CE. ALSO QUALIFIES FOR 7 HRS OF SELF - REPORTED CPE FOR FLORIDA CPAS AND 7.5 HOURS OF CTFA CE

AGENDA

8:00 – 8:30am               Breakfast, Registration and Networking with Sponsors

8:30 – 8:45am               Welcome and Introductions

8:45 – 9:35am               The Last Battle of the Non-Probate Revolution: "Privatizing" Trusts and Estates Disputes
Juan C. Antúnez, Esq., Stokes McMillan Antúnez,  P.A., Miami, FL

This session will discuss why all wills and trusts should include mandatory arbitration clauses and related drafting tips. In 2007 Florida became the first state to adopt a law that makes the mandatory arbitration clauses in trusts and wills truly mandatory. This landmark legislation provides a solution to a dilemma now experienced in most other jurisdictions: while mandatory arbitration clauses offer great benefits, there’s no guarantee they’ll actually be enforced.

9:40 – 10:30am            What I Would Want to Know About the Life Insurance Business if I Didn't Already Know It (Or at Least Thought I Did!)
Clark B. McCleary, CLU, ChFC, AEP (Distinguished), McCleary & Associates, Houston, TX

Attorneys, accountants, and trust officers are often too busy to stay abreast of what is going on in other areas that are vital to the planning of their clients.  This presentation will discuss current life insurance issues of interest and concern to these professionals, including: insurance company mergers and conversions; new/recycled insurance products; new tax laws; trustee involvement in ILITS; life insurance and equity products being sold by CPAs and/or attorneys; buy/sell planning for death, disability, and retirement; premium offset; life settlements; and stranger owned life insurance.

10:30 – 10:50am         Break and Networking with Sponsors

10:50am – 12:05pm   Deepening Client Relationships by Incorporating Philanthropy into Estate Planning
John Anzivino, CPA, Kaufman Rossin & Co., Miami, FL
Cynthia Beamish, Esq., University of Miami Planned Giving, Coral Gables, FL
William T. Muir, Esq.,  Dunwody White & Landon, P.A., Miami, FL
Javier Alberto Soto, The Miami Foundation, Miami, FL

This panel of renowned experts will discuss how to incorporate philanthropic giving into your clients’ estate plans. Clients may often overlook their charitable giving in their estate plans if it is not brought up by the advisor, but it is often one of the best ways for an advisor to learn about their client’s family and charitable passions. This session will focus on how to bring up the conversation and provide philanthropic resources that can be used to assist clients in selecting organizations to support. The panel will also discuss a variety of tips including: tax planning tools; how to choose between a private foundation, donor advised fund or making an outright gift to a charity; incorporating charitable lead trust; acting as a PR; types and benefits of gifting unique assets; and naming or recognition opportunities for clients.

12:05 – 1:15pm            Luncheon and Networking with Sponsors

1:15 – 2:55pm              Venn Diagrams: The Intersection of Estate & Income Tax (Planning in the ATRA-Math)
Paul S. Lee, JD, LLM, Bernstein Global Wealth Management, New York, NY

Post-ATRA planning will increasingly focus on income tax planning, the management of tax basis, and maximizing the “step-up” in basis at death. This presentation will discuss: measuring the transfer tax costs against the income tax savings from the “step-up” on different types of assets; recapturing assets that have already been transferred; multiplying the applicable exclusion amount; using trust and partnership elections, distributions, and reorganizations to maximize the “step-up” and “split” income across taxpayers; using debt to reduce estate tax exposure but maximize the “step-up;” and planning around the net investment income tax.

2:55 – 3:15pm              Break and Networking with Sponsors

3:15 – 4:05pm              What an Estate and Trust Professional Needs to Know About Coping with the Offshore Voluntary Disclosure Program (Yes, It Happens in the Estate Context, Too!)
Stephen B. Cohen, CPA, Aventura, FL
Shawn P. Wolf, Esq., Packman, Neuwahl & Rosenberg, P.A., Coral Gables, FL

U.S. taxpayers with foreign activities and foreign bank accounts face a host of financial and tax reporting requirements. Since 2009 there has been a major surge in IRS and U.S. Treasury enforcement efforts. This presentation will provide an overview of the U.S. tax compliance rules, common mistakes, and the relevant issues and pragmatic strategies with respect to fixing such mistakes. In particular, we will discuss the current Offshore Voluntary Disclosure Program and procedures, and how these procedures are relevant to trust and estate and professionals helping taxpayers attain compliance.

4:10 – 5:05pm              When Worlds Collide:  Elder Law Issues for the Estate Planner
Seth A. Marmor, Esq., Shapiro Blasi Wasserman & Gora, P.A., Boca Raton, FL

This session will provide a brief tour of the Elder Law issues every Estate Planner needs to know, including: When Probate is the first and best choice; End-of-life decision making; Planning for beneficiaries with Special Needs; and Guardianship litigation as a pre-Probate litigation strategy.  

5:05 – 5:15 pm             Wrap Up, Evaluation and Networking with Sponsors

5:15 – 6:15 pm             Closing Reception

HOW TO REGISTER

Online via PayPal or credit card – Click BUY NOW below  

Mail with check payable to EPC of Greater Miami or credit card information to EPC of Greater Miami, c/o Manageability, 1821 Hillandale Rd., Suite 1B-320, Durham, NC 27705-2711

Secure fax with credit card information to 919-287-2711

Scan and email with credit card information to info@epcmiami.org

EPC 2015 Symposium Registration Form

Symposium Registration Fee

EPC Members $225.00 USDNon-Members $250.00 USDFull-time Students $95.00 USD

Thank you to our Sponsors!

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Jeffrey Granoff
Investment Advisor Representative
Registered Representative/Securities offered through
Signator Investors, Inc.  Member FINRA, SIPC. 1511 N
Westshore Blvd, Suite 1100, Tampa, FL   33607.
1-800-233-7542. South Florida Group is independent
of Signator Investors, Inc.