1st Annual Estate Planning Symposium
Date: Wednesday, February 13, 2013
Time: 7:30 AM - 7:30 PM
Location: University of Miami BankUnited Center, 1245 Dauer Drive, Coral Gables, Florida
AGENDA
7:30 – 8:30 am Breakfast, Registration and Networking with Sponsors
8:30 – 8:50 am Welcome and Introductions
8:50 – 10:30 am THE MATHEMATICS OF ESTATE PLANNING
ROBERT S. KEEBLER, CPA, MST, AEP - Keebler & Associates, LLP - Green Bay, WI
This presentation will discuss the tax exclusive nature of gift taxes; leveraging of the GST exemption; Grantor Retained Annuity Trusts (GRATs); installment sales to Intentionally Defective Grantor Trusts (IDGTs); Self-Canceling Installment Notes (SCINs); private annuities; and "Tax Burn" SCINSM technique. This session will help attendees understand the importance of running the numbers in developing and communicating planning techniques for clients; discover ways to minimize income, estate and gift taxes; recognize methods to maximize benefits to children and family; and see how to take full advantage of the currently low interest rates.
10:30 – 10:50 am Break and Networking with Sponsors
10:50 – 11:45 am WHAT EVERY ESTATE PLANNER NEEDS TO KNOW ABOUT INTERNATIONAL ESTATE PLANNING
CHARLES (CHUCK) RUBIN, ESQ. - Gutter Chaves Josepher Rubin Forman Fleisher - Boca Raton, FL
A broad but detailed review of the principal practical and technical issues and concepts that an international estate planner should know.
11:45 am – 1:15 pm Luncheon and Networking with Sponsors
1:15 – 2:10 pm LACK OF CAPACITY
RICHARD C. MILSTEIN, ESQ. - Akerman Senterfitt - Miami, FL
This presentation will demonstrate a multidisciplinary approach to second generation planning when lack of capacity may be of concern. It will discuss the role of the attorney, medical, social, and financial professionals to ethically meet the needs of clients both now and in the future.
2:10 – 3:05 pm PLANNING AND PROBATE FOR SAME-SEX AND UNMARRIED PARTNERS - WHEN COMPARED TO PLANNING OPPORTUNITIES FOR OPPOSITE SEX MARRIED COUPLES, "THERE'S DEFINITELY SOMETHING WRONG WITH THAT"
GEORGE D. KARIBJANIAN, ESQ. - Proskauer Rose LLP - Boca Raton, FL
This presentation will highlight estate planning topics of interest for same-sex married (and unmarried) couples, including a guide to basic, intermediate and advanced estate planning strategies; the "must have" estate planning documents and provisions; and how these strategies are impacted by the Defense of Marriage Act ("DOMA").
3:05 – 3:25 pm Break and Networking with Sponsors
3:25 – 4:20 pm UPDATE: INCOME TAXATION OF ESTATES AND TRUSTS
JOHN R. ANZIVINO, CPA - Kaufman, Rossin & Co., P.A. - Miami, FL
A review of the new tax laws applicable to the income taxation of estates and trusts for 2013, including several examples to demonstrate the changes from prior laws.
4:20 – 5:15 pm SOME OF THE BEST ESTATE PLANNING IDEAS FOR 2013
MARK R. PARTHEMER, ESQ., AEP - Bessemer Trust - Palm Beach, FL
This session will explore in depth some of the best estate planning ideas to implement in 2013, taking into account the latest ideas from the best and brightest on the estate planning lecture circuit.
5:15 – 5:30 pm Wrap Up, Evaluation and Networking with Sponsors
5:30 – 7:30 pm Closing Reception
HOW TO REGISTER
Please complete the registration form (see link below) and fax it to (305) 503-6757 or email it to info@epcmiami.org.
To pay by check, follow the instructions on the registration form (see link below).
To pay by credit card, you can either complete the credit card information on the registration form (see link below) and fax it to (305) 503-6757, or email it to info@epcmiami.org or you can click below to pay via PayPal or credit card through our website:
