Skip to Content

Estate Planning and Asset Protection for the High Net Worth Client

January 16, 2023 Events

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


Over 100 Awards & Recognitions