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Estate Planning and Asset Protection for the High Net Worth Client
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The annual Estate Planning and Asset Protection for the High Net Worth Client Webinar is one of the best resources and educational opportunities for advanced planning and asset planning practitioners in Florida. A wide variety trust-related topics will be presented by leaders in The Florida Bar's Real Property, Probate and Trust Law Section. Topics to 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 towards the certification in Wills, Trusts and Estates, attendees will also receive one credit hour towards the all-important ethics, marital and family law, and substance abuse requirement.
Divorce, Trusts, and Nuptials: A Legal Love Triangle
Jeffrey A. Baskies, Boca Raton; Meghan Clary, Ft. Lauderdale; Peter Gladstone, Boca Raton
Reformulating Wandry: An Updated Approach to Planning with Formula Clauses
Patrick J. Duffey, Tampa
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
Kearney – Real or Retroactive?
Michael S. Singer, Palm Beach Gardens, Devon M. Goldberg, Palm Beach Gardens
Riding the Waves of Offshore Asset Protection
Jerome L. Wolf, Boca Raton and Timothy H. Wolf, Boca Raton
Maximizing Client Trust: Preserving Attorney-Client Privilege
Tattiana Stahl, Boca Raton
Overview of the Collection Process; Including State Law and Bankruptcy Considerations
Jolyon Acosta, Tampa; Kathleen DiSanto, Tampa; and Paul A. Humbert, Miami
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
8 CLE,
1 of which may be applied towards Ethics
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1 Marital & Family Law
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1 Substance Abuse
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4 Tax
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8 Wills,Trusts, & Estates
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