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Boys Town Jerusalem
presents
What's Hot, What's Not: Estate, Tax and Asset Protection in 2012
Aventura, FL
February 15, 2012
46th Annual Heckerling Institute on
Estate Planning
Presenting:
Planning for Estates Under $5 Million
Presented with: Gideon Rothschild and Bernard A. Krooks
Orlando, FL
January 11, 2012
AND
Presenting:
Asset Protection
Orlando, FL
January 13, 2012
BNY Mellon
Wealth Management
Weathering the Storm in the Current Economic Environment: Investing
and Estate Planning in 2012
Aventura, FL
December 8 and 15, 2011 Greater Boca Raton
Estate Planning Council
Presenting: Asset Protection & Estate Planning - Why Not Have
Both?
Boca Raton, FL
November 29, 2011 Greater Miami Estate Planning Council
Presenting: Asset Protection
Miami, FL
November 17, 2011 Fort Lauderdale Tax Council
Presenting: Asset Protection & Estate Planning - Why Not Have
Both?
Fort Lauderdale, FL
September 16, 2011 Morgan Stanley Smith
Barney
Asset Protection Planning - Threats to Wealth in a Litigious Society
Boca Raton, FL
Presenting: Asset Protection and Estate Planning - Why Not Have
Both?
April 27, 2011
BNY Mellon Wealth Management
Lunch and Learn
Miami, FL
Presenting: 2011 Update on Tax and Estate Planning
February 15, 2011
The Florida Bar
Workers' Compensation Section
27th Annual Workers' Compensation Winter Retreat
Beaver Creek, CO
Presenting: 2011 Update on Tax and Estate Planning
February 7, 2011
Florida Institute of Certified
Public Accountants (FICPA) Florida Institute on Federal Taxation
Conference (FIFT)
Orlando, FL
Presenting: Asset Protection and Estate Planning - Why Not Have
Both? Hot Topics in Estate Planning and Asset Protection
November 5, 2010
36th Annual Notre Dame Tax and Estate Planning Institute
South Bend, IN
Presenting: Current Legal and Ethical Developments in Asset
Protection Planning Strategies
October 28-29, 2010
ACTEC Fall Meeting
Baltimore, MD
Presenting: Current Developments in Asset Protection Planning
Strategies
October 15-16, 2010 Bank Atlantic Attorney Thank You Seminar
Fort Lauderdale, FL
Presenting: Planning Your Estate - A Step-by-Step Approach
October 1, 2010 South Dade
Estate Planning Council
Coral Gables, FL
Presenting: Current Developments in Asset Protection Planning
Strategies
September 30, 2010 Goldstein Schechter Koch Estate
Planning Lunch
Hollywood, FL
Presenting: Current Developments in Asset Protection Planning
Strategies
September 27, 2010
The Florida Bar
30th Annual RPPTL Legislative and Case Law Update Seminar
Palm Beach, FL
Presenting: New Section 736.0505 (3) Insures that Florida Intervivos
QTIP Trusts Receive Favorable Estate Tax and Asset Protection
Benefits
August 6, 2010
FICPA
Annual Convention
Naples, FL
Presenting: Asset Protection & Estate Planning
Section I - Estate Tax Update: Recent Development
Section II - Asset Protection Fact Pattern
Section III - Asset Protection for Estate Planners
June 11, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
UM-NSU CARD
University of Miami-Nova Southeastern University
Center for Autism & Related Disabilities
Coral Gables, FL
Presenting: Special Needs Trusts and Health Insurance Update for
Children with Autism
February 23, 2010
Berkowitz
Dick Pollack & Brant -
Taxes & Tidbits Session
Miami, FL
Presenting: Asset Protection Planning for Estate Planners
January 5, 2010
Florida Institute of Certified
Public Accountants (FICPA) Florida Institute on Federal Taxation
Conference (FIFT)
Presenting: Estate Tax Update: Recent Developments and Asset
Protection & Estate Planning - Why Not Have Both?
Orlando, FL
November 13, 2009
The Mobile Chapter of the Estate
Planning Council presents
The Gulf Coast Estate Planning Conference
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Mobile, AL
November 6, 2009
44th Annual
Southern Federal Tax
Institute (SFTI)
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Atlanta, GA
October 22, 2009
Academy of Florida Elder Law
Attorneys (AFELA)
Creditor Protection for Seniors Webinar
Presenting: Asset Protection for Elders
August 6, 2009
http://afela.org/
Estate Planning Council Meeting
Presenting: Asset Protection Planning for Estate Planners
(As presented to Heckerling)
Miami, FL
April 14, 2009
Heckerling Institute on
Estate Planning
Presenting:
Asset Protection Planning for Estate Planners - What Me Worry?
What Have You Done to Protect Yourself and Your Loved Ones
Orlando, FL
January 16, 2009
Heckerling Institute
on Estate Planning
Presenting:
Meet the Joneses - A Potpourri Of Estate Planning Issues
for a Special Needs Family
Presented with: Sebastian V. Grassi, Jr. and Andrew H. Hook
Orlando, FL
January 15, 2009
The Nelson & Nelson
Tenth Annual Tax Seminar Luncheon
What are the Possibilities? What Changes Can we Expect in Light of a
New President?
Hollywood, Florida
November 18, 2008
Florida Institute of
Certified Public Accountants (FICPA)
Florida Institute on Federal Taxation Conference
Lake Buena Vista, Florida
November 14, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Fort Lauderdale, Florida
November 13, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Tampa, Florida
November 12, 2008
SunTrust
Trusts & Estates Roundtable Luncheon
Fort Lauderdale, Florida
October 16, 2008
UM CARD
Special Needs Planning
Miami, Florida
October 14, 2008
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