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Events / Presentations

  • ACTEC Trust and Estate Talk, Podcast Episode 109
    Presenting: Estate Transfer Planning for the Moderate Estate
    June 9, 2020
    LISTEN TO PODCAST

  • Washington DC Estate Planning Council - Virtual
    Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
    October 26, 2020

  • JP Morgan Wealth Advisory Meeting - Virtual
    Presenting: Having Your Cake and Eating It Too: Use of Inter Vivos QTIP Trusts and SLATs to Enhance Estate and Asset Protection Planning
    June 2, 2020

  • ACTEC Annual Meeting Professional Program 2020
    Presenting: Seminar H: Having Your Cake and Eating It Too
    March 8, 2020

  • Florida Bar RPPTL Program - The New Estate Planning: Creditors, NRA's and State Tax Collectors
    Presenting: Use of Inter Vivos QTIP Trusts and SLATs
    to Enhance Estate and Asset Protection Planning
    Fort Lauderdale, FL
    June 14, 2019
     

  • 53rd Annual Heckerling Institute on Estate Planning
    Presenting: Special Session Panel
    Orlando, FL
    January 17, 2019
     

  • Estate Planning Council of Greater Miami
    Presenting: Asset Protection
    Miami, FL
    November 15, 2018
     

  • Florida Fellows Institute of ACTEC Class IV Program 1
    Presenting: Asset Protection Planning
    Fort Lauderdale, FL
    October 5, 2018
     

  • American Bar Association
    7th Annual International Legal Symposium on the World of Music, Film, Television, and Sports
    Presenting: Planning to Avoid Financial Elder Abuse/Exploitation of Athletes and Entertainers as They Enter Their "Golden Years"
    Miami Beach, FL
    April 5, 2018
     

  • ACTEC Annual Meeting 2018
    Presenting: State Law Survey of Asset Protection Techniques Updates at the Asset Protection Committee Meeting
    March 8, 2018
     

  • Greater Miami Jewish Federation
    Presenting: Integrating Estate Planning & Asset Protection After the Tax Cuts and Jobs Act
    January 17, 2018
     

  • Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
    Presenting: Asset Protection Planning
    October 26, 2017

  • ACTEC Fall Meeting 2017
    Presenting: Asset Protection Planning
    October 22, 2017

  • Coral Gables South Dade Estate Planning Council
    Presenting with: Cassandra S. Nelson
    Presenting: Financial Exploitation of Elders
    Coral Gables, FL
    September 26, 2017

  • Florida Tax Institute
    Presenting: Integrating Estate Planning and Asset Protection Planning
    Tampa, FL
    March 31, 2017

  • Estate Planning Council of Miami 5th Annual Symposium
    Presenting: Integrating Asset Protection & Estate Planning
    Coral Gables, FL
    February 9, 2017

 
  • Institute for Paralegal Education (IPE)
    NBI National Business Institute
    The Probate Process From Start to Finish for Paralegals
    Presenting: Dealing with Spouse's Elective Shares
    Miami, FL
    October 11, 2018

 
  • Coral Gables South Dade Estate Planning Council
    Presenting with: Barry A. Nelson
    Presenting: Financial Exploitation of Elders
    Coral Gables, FL
    September 26, 2017

 
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