ESTATE PLANNING COUNCIL OF GREATER MIAMI

Join Us!

DATE: Thursday, March 21, 2019

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

Workshop – 5:30 – 6:20 p.m.

“The Hatfields & The McCoys:

Pitfalls When Planning Devises of Real Estate"

Presented by:

Marve Ann M. Alaimo, Porter Wright Morris & Arthur LLP

This presentation will discuss the common problems encountered when clients devise property to family in shared arrangements (life estates, tenancies in common, joint tenancies).  It will also discuss other planning alternatives that practicioners should consider to minimize family conflicts arising from shared inheritance of real property. 

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

"Holistic Multidisciplinary Planning Considerations

for Aging Parents with a Child Living with Diverse Abilities"

Panel Discussion Presented by:

Moderator: Claudia G. Reithauser, Sr. VP, Regional Manager of Investments/Fiduciary Services, Wells Fargo Wealth Management; Panelists:  Melissa Lader Barnhardt, Sr. VP, Sr. Special Needs Trust Advisory Specialist, Wells Fargo; Len Mondschein, J.D., LL.M., CELA, CAP*, The Elder Law Center of Mondschein and Mondschein, P.A. and Rachel Tobal, RN, CCM is a Nurse Consultant with National Care Advisors

This presentation is in a panel format and will review two hypotheticals that involve aging parents with children with special needs.  Prior to reviewing the scenarios, the panel will discuss the concept of Therapeutic Jurisprudence and Preventative Law and the holistic multidisciplinary approach (legal, medical and fiduciary) needed for planning for both generations.  The panel will explore the psycho social soft spots related to the needs of the aging parent and/or person living with a disability, such as the environment and set up of the meeting room, cognitive and capacity issues, family dynamics, and planning concepts related to mental health, HIPAA, government benefits, advance directives, guardian advocates, guardianship, trusts, living arrangements and personal needs. In addition, the panel will also explore the Rules of Professional Conduct and client issues that may impact multi-generational planning such as capacity and conflicts of interest and how to best assess and address those situations. 

Dinner Meeting Generously Sponsored By:

The workshop session has applied for 1 hour of  legal continuing education credit and the dinner session has applied  for 1 hour of continuing education credit for the following disciplines:

CLE (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, swordfish or vegetarian.

Please RSVP at http://www.epcmiami.org/events/event/16302

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!