February 4, 2025 - 13th Annual Estate Planning Symposium
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Register Now for our upcoming
13th Annual Estate Planning Symposium
February 4th, 2025
KEYNOTE SPEAKER - Samuel A. Donaldson - Georgia State University College of Law
1.
Presented by Samuel A. Donaldson - Georgia State University College of Law
2. 2025 Tax and Estate Planning – Where Do We Go from Here?
Presented by Jane Ditelberg - Northern Trust
3. The Importance of Family Meetings and Governance.
Presented by Samy Dwek - The Family Office Doctor
4.
Presented by Brian J. Felcoski - Goldman Felcoski & Stone P.A.
5. Trust Administration Panel
Presented by Esther M. Gonzalez, CPA - Grove Bank & Trust
Presented by Angela Carrillo - J.P. Morgan Private Bank
Presented by Karen Nolan, Esq. - Seacoast Bank
Presented by Richard DeNapoli - Coral Gables Trust
6. Cross Border Trust Planning
Presented by Christopher R. Callahan, Esq. - Fox Rothschild LLP
7.
Presented by Aaron T. Slavens & Sean J. Tevel - Holland & Knight
Continuing Education Information
Continuing Education Available
If you wish to sponsor this event - obtain details HERE!
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
Anubis Appraisal & Estate Services Inc.
BRONZE SPONSORS
