2nd Annual Estate Planning Symposium
AGENDA
8:00 – 8:30 am Breakfast, Registration and Networking with Sponsors
8:30 – 8:45 am Welcome and Introductions
8:45 – 9:35 am EXPECTING THE UNEXPECTED – TIPS AND TRAPS OF NEGOTIATED SETTLEMENTS
DAVID R. CARLISLE, JD - Duane Morris LLP - Miami, FL
When negotiating settlements that require further administration of an estate or trust, it is difficult to anticipate every possible issue that could come up post-settlement. If you expect the unexpected, you can plan for it, whether it is succession of fiduciaries, binding virtually represented or unrepresented heirs or beneficiaries, post-settlement enforcement or alternative dispute resolution. Identifying potential issues involves everyone on the team: tax professionals and fiduciaries as well as counsel. This session explores some of the common and uncommon issues that arise in settlements of trust and estate cases and provides tips for drafting and dealing with those issues.
9:40 – 10:30 am BUY-SELL AGREEMENTS IN ESTATE PLANNING
ARLENE RAVALO JAO, CPA, ABV, CFF - KPMG LLP - Fort Lauderdale, FL
Many business owners overlook discussing how their ownership will be valued in the event of a business split-up. What if one of the partners passes away or becomes incapacitated? This session provides some insight of key factors that should be considered in a buy-sell agreement from a valuation perspective.
10:30 – 10:50 am Break and Networking with Sponsors
10:50 am – 12:00 pm PLANNING AND ADVISING SAME SEX COUPLES POST WINDSOR
LEIF NOVIE, CPA, JD - Morrison, Brown, Argiz & Farra, LLC - Miami, FL
ELIZABETH F. SCHWARTZ, JD - Counselor at Law & Family Mediator - Miami Beach, FL
GENE C. SULZBERGER, JD, TEP, ADPA®, CFP® - EFG Capital Advisors - Miami, FL
This session will review the ways tax, financial, and estate planning have changed for same sex couples in the wake of the U.S. v. Windsor U.S. Supreme Court case in the summer of 2013. The experienced panel will speak first hand of their work in this area. They will also discuss the open ended issues that remain and continue to complicate this area of planning.
12:00 – 1:15 pm Luncheon and Networking with Sponsors
1:15 – 2:55 pm INCOME TAX FOR ESTATE PLANNERS (WITH AN EMPHASIS ON GRANTOR TRUSTS)
PROFESSOR SAMUEL A. DONALDSON - Georgia State University College of Law - Atlanta, GA
Now more than ever, estate planners have to be concerned with federal income tax traps and opportunities. This session will offer income tax planning tips that every estate planner needs to know, with an emphasis on the increasingly important role played by grantor trusts.
2:55 – 3:15 pm Break and Networking with Sponsors
3:15 – 4:05 pm PLANNER ON THE GROUND, ASSETS IN THE CLOUD: ESTATE PLANNING AND ADINISTRATION ISSUES IN THE DIGITAL DOMAIN
M. TRAVIS HAYES, JD - Cummings & Lockwood LLC - Naples, FL
As clients’ online presence and activities continue to expand, it has become increasingly important to determine what happens to a client’s digital assets and information and how to best handle this in the estate planning and administration processes. The Internet and the rapidly growing digital world have created new issues for fiduciaries, estate planners and family members. Fiduciaries and estate planners now must know how to identify important digital assets and information and how to access, value, protect, and transfer this new class of property. This presentation will focus on issues that arise with respect to digital estate planning and digital estate administration, and the status of state and uniform laws affecting clients’ digital domains.
4:10 – 5:05 pm SOPHISTICATED PLANNING OPPORTUNITIES WITH LIFE INSURANCE
MARC BELLETSKY, JD, CLU, ChFC - MassMutual Financial Group - Springfield, MA
This presentation will review a number of advanced planning techniques utilizing life insurance policies, including: Leveraged Bonus arrangements, part-gift, part loan arrangements that provide access to policy cash values of ILIT- owned life insurance, trust-owned buy-sell arrangements and gifts of S Corp stock into trust to cover life insurance premiums.
5:05– 5:15 pm Wrap Up, Evaluation and Networking with Sponsors
5:15 – 6:15 pm Closing Reception
HOW TO REGISTER
