ESTATE PLANNING COUNCIL OF GREATER MIAMI

Join Us!

DATE: Thursday, November 14, 2019

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

Workshop – 4:30 – 6:20 p.m.

“Will Power:  Ethical Winners & Losers in the World of Trusts & Estates"

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

From Arethra Franklin to Jeffrey Epstein, trust and estate law is frequently in the headlines. And even when the famous and infamous are not involved, a trust and estate lawyer often travels on terrain littered with ethical landmines. Avoiding landmines requires posing the appropriate queries. When should a lawyer question a client’s testamentary capacity? Which conflicts among clients are not consentable? What are the exceptions to the rule that requires a lawyer to maintain client confidentiality? This CLE presentation will explore the answers to these questions and identify other legal ethics challenges that may confront lawyers in the practice of trust and estate law.

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

"The First Thing We Do, Let's Hack All the Lawyers (and Accountants)!

Presented by:  Luis Salazar, Esq., Salazar Law

Hackers are increasingly targeting lawyers and other professionals. For political, financial, or criminal motives, hackers are exploiting security flaws and careless or untrained personnel to gain access to client’s most confidential secrets. This course will provide attendees with an informative overview of hackers and their motivations, as a means of raising awareness of the threat. The course will also review common areas of security weaknesses and potential lapses that hackers can exploit to gain access to confidential systems and information.

After establishing the broad parameters of the threats lawyers and other professionals face, the course will review the ethical requirements compelling these professionals to be informed and prepared against these threats. 

Finally, the attendees will be provided with actionable, concrete tips that they can implement immediately to improve their security posture.

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, swordfish or vegetarian.

Please RSVP at https://www.epcmiami.org/events/event/18018

The guest fee for this meeting is $65. University of Miami (UM) Law and LL.M. School students - $25 (limit 10 students). 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!