ESTATE PLANNING COUNCIL OF GREATER MIAMI

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. Federal Tax Update

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. Difficult Issues Encountered by the Estate Planning Professional: A Fiduciary Litigator's Perspective 

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. Liquidity Event Planning: Corporate, Tax and Estate Planning  Considerations For a Business Exit

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!