On February 10, 2023, Michael S. Singer and Devon M. Goldberg will be speaking at the Estate Planning and Asset Protection for the High Net Worth Client webinar on ‘Kearney – Real or Retroactive?’
This 2-day annual webinar is one of the best resources and educational opportunities for advanced estate and asset planning practitioners in Florida. A wide variety of trust-related topics will be presented by experienced planners eager to share planning tips. Topics include the use of formula clauses in estate planning documents, Florida asset protection options, off-shore trust planning, and methods of attacking asset protection strategies from a litigator’s perspective. In addition to receiving 8 credit hours which count toward certification in Wills, Trusts and Estates, attendees will also receive one credit hour toward the all-important ethics and substance abuse requirement, as well as a marital and family law credit.
If you are interested in attending, you can register HERE
|
February 09, 2023
12:00 PM – 12:50 PM
Overview of the Collection Process; Including State Law and Bankruptcy Considerations
Jolyon Acosta, Tampa and Kathleen DiSanto, Tampa
12:50 PM – 01:40 PM
An Updated Approach to Planning with Formula Clauses
Patrick J. Duffey, Tampa
01:40 PM – 02:30 PM
A Closed Mouth Don’t Get Fed: Conquering Substance Use, Anxiety and Depression in the Asset Protection and Estate Planning Fields
John Lesko, Tampa and Michael Sneeringer, Naples
02:30 PM – 03:20 PM
Maximizing Client Trust: Preserving Attorney-Client Privilege
Tattiana Stahl, Boca Raton
|
|
|
February 10, 2023
12:00 PM – 12:50 PM
Riding the Waves of Offshore Asset Protection
Jerome L. Wolf, Boca Raton and Timothy H. Wolf, Boca Raton
12:50 PM – 01:40 PM
Fleeing to Florida-Great Homestead and Other Asset Protection but Should Your Trust Flee Somewhere Else?
Barry A. Nelson, North Miami Beach and Cassandra S. Nelson, North Miami Beach
01:40 PM – 02:30 PM
Divorce, Trusts, Nuptials: A Legal Love Triangle
Jeffrey A. Baskies, Boca Raton; Meghan Clary, Ft. Lauderdale; and Peter Gladstone, Boca Raton
02:30 PM – 03:20 PM
Kearney – Real or Retroactive?
Michael S. Singer, Palm Beach Gardens and Devon M. Goldberg, Palm Beach Gardens
|
|
