ESTATE PLANNING COUNCIL OF GREATER MIAMI

Join Us!

DATE: Thursday, November 15, 2018

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 4:30 – 6:20 p.m.

“Trusts and E-States?

Confronting Conflicts, Chaos, and Digital Challenges in the Practice of Law”

Presented by: Professor Jan L. Jacobowitz

 Lecturer in Law, Associate Director of the Center for Ethics & Public Service, and Director of the Professional Responsibility & Ethics Program (PREP), University of Miami’s School of Law

This interactive presentation will explore the ethical use of technology in practice of law.  Although personal and professional conflicts of interest have historically plagued the profession, the 24/7 digital age has provided both new challenges and opportunities. Conflicts of interest abound and concerns about lawyer well-being are on the rise. Opportunities to streamline the practice of law through technological innovation increase at an amazing, dizzying pace. This presentation will explore both traditional and digital legal ethics issues arising in today’s evolving practice of law. 

Workshop Generously Sponsored By:

Cocktails and Dinner- 6:30 – 8:15 p.m.

Use of Inter Vivos QTIP Trusts and SLATS

to Enhance Estate and Asset Protection Planning with Increased Exemptions

Presented by:  Barry A. Nelson, Esq., Nelson & Nelson, P.A.

Following the 2017 Tax Act, which increased the Basic Exclusion Amount to $11.18 Million (single) and $22.36 Million (married), those with estates in excess of $10 Million should consider whether this is a good time to initiate QTIP trust or SLAT planning to (i) enhance asset protection and (ii) possibly reduce estate, gift, and GST taxes. This presentation discusses the benefits and drawbacks of inter vivos QTIP trusts and SLATs and ten factors that must be considered before a decision is made as to which option may be best. Specifically, in deciding whether to create an inter vivos QTIP trust or a SLAT under the 2017 Tax Act the following ten factors must be considered: (i) net worth; (ii) remaining Basic Exclusion Amount; (iii) ultimate estate beneficiaries; (iv) potential for creditors’ claims; (v) income tax basis issues; (vi) elder exploitation concerns; (vii) effective trustee; (viii) desired ultimate disposition of assets; (ix) legal and administrative fees; and (x) acceptance of entering into Post-Nuptial Agreements.

Dinner Meeting Generously Sponsored By:

The workshop session has applied for 2 hours of continuing education credit and the dinner presentation has been applied for 1 hour of continuing education credit for the following disciplines:

CLE ETHICS (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, mahi mahi or vegetarian.

Please RSVP at http://www.epcmiami.org/events/event/16299

The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting!