Category: Tax Law, Elder Law, Wills, Trusts and Estates Category: Tax Law, Elder Law, Wills, Trusts and Estates (show less)

9:00 AM - 10:40 AM
Shining Light Through the Darkness: Planning in the Shadow of Uncertainty, Social Distancing, and Fear
Paul Lee, Global Fiduciary Strategist, Northern Trust, New York, NY

10:40 AM - 11:30 AM
Planning with Retirement Plans Under the CARES and SECURE Acts
David E. Bowers, Shareholder, Jones Foster, P.A., West Palm Beach

11:30 AM - 12:00 PM
Break

12:00 PM - 12:50 PM
Don’t Panic! Things to Look Out for at the Intersection of Business Entities and Estate Planning
Cristin Keane, Shareholder, Carlton Fields, Tampa

12:50 PM - 1:40 PM
Creative Uses for Grantor and Non-Grantor Trusts
Austin Bramwell, Partner, Milbank, New York, NY

1:40 PM - 1:50 PM
Break

1:50 PM - 2:40 PM
What Every Attorney and CPA Needs to Know to Prepare and Review Estate and Gift Tax Returns
Mark Scott, Principal, Kaufman Rossin, Miami

2:40 PM - 3:30 PM
20 Tax Traps Related to Trustee Selection
Mark Parthemer, Managing Director & Senior Fiduciary Counsel, Bessemer Trust, Palm Beach

3:30 PM - 4:20 PM
Planning in Light of the Current Political Environment
Lester B. Law, Member, Franklin Karibjanian & Law PLLC, Naples