Category: Real Property, Probate and Trust Law Category: Real Property, Probate and Trust Law (show less)

The estate tax cliff may be off the table, but savvy tax planning and creditor protection are perennial issues for our clients. Join us as we explore advance income tax and basis planning opportunities such as Qualified Small Business Stock (QSBS) and Upstream Gifting. Keep clients on track with the latest estate and gift tax planning strategies. Learn how to best protect your clients by ensuring preservation of Tenancy by the Entirety assets and parse the risk of naming beneficiaries to serve as sole trustee. Consideration will also be given to liability arising from one of Florida's favorite recreational past times - the golf cart.

8:00 AM - 8:50 AM
No Estate Tax Cliff? Practical Ways to Help Your Clients
Daniel L. Tullidge, Sarasota

9:00 AM - 9:50 AM
Long Term Effects of Compassion Fatigue
Michael A. Sneeringer, Bonita Springs & John Lesko, Tampa

10:00 AM - 10:50 AM
Beneficiary as Sole Trustee - Risk Versus Reward
Robert H. "Bo" Trudeau, Jacksonville

11:00 AM - 11:50 AM
Turning Straw into Gold: The Alchemy of Tenancy by the Entirety in Florida
Joseph M. Percopo, Orlando

12:00 PM - 1:00 PM
Break for Lunch

1:00 PM - 1:50 PM
Global Fraud Awareness
Christine Ward, Chicago

2:00 PM - 2:50 PM
Qualified Small Business Stock (QSBS)
Travis Hayes, Naples

3:00 PM - 3:50 PM
Once Rich, Don’t Get Poor – Do Your Toys Expose You to Unanticipated Exposure?
Cassandra S. Nelson, Miami