ESTATE PLANNING COUNCIL OF GREATER MIAMI

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DATE: Wednesday, May 20, 2020

Free for Members, Guests and Non-Members!

Webinar Presentations

Workshop – 11:30 a.m. – 12:20 p.m.

“Florida Legislative Update "

Presented by:
Michael A. Dribin, Esq.

Harper Meyer Perez Hagen O'Connor Albert & Dribin, LLP

In this presentation, Michael will summarize legislation of interest to estate planning practitioners passed by the 2020 regular session of the Florida Legislature. 

This Presentation Generously Sponsored By:

Presentation - 12:30 – 1:20 p.m.

"View from an Estate/Asset Protection Attorney and a Creditors Rights Attorney Toward Covid 19 Financial Challenges"

Presented by:  

This presentation will be a brief review of Homestead traps for those who do not frequently address asset protection issues.  With the Covid 19 virus, there are many new issues to consider.  Some of the questions to be addressed are:  Can I protect my wages provided under the PPP money?  Strategies for Wage Earner Accounts and who can qualify? What is the consequence of dipping into my child’s 527 account and if I am the owner, is this money safe?  Should my estate planning documents be updated? Should my parent’s estate planning documents be updated?  Should our family’s life insurance be reviewed?  What if I am fine, but my kids are in trouble financially?  Is it too late to enhance my asset protection now if I am solvent at this time, but what if things continue to deteriorate?  Should I be using a solvency affidavit?  Are SLATs an effective estate and asset protection technique?  Would I be better off if I used an intervivos QTIP Trust Plan? 

​This Presentation Generously Sponsored By:

The both sessions have applied for 1 hour of continuing education credit 

for each session in the following disciplines:

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

Please register for Estate Planning Council of Greater Miami - May Webinar on May 20, 2020 11:30 AM EDT at:

https://attendee.gotowebinar.com/register/6312139431410959371

After registering, you will receive a confirmation email containing information about joining the webinar.

There is no fee to attend this meeting.

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