Home DVDEstate Planning Conference 2014 (DVD)

Estate Planning Conference 2014 (DVD)


The Ave Maria School of Law Estate Planning Conference offers estate planning professionals a unique professional development and networking opportunity.  The conference includes lectures and panel discussions designed to examine current developments in estate planning and to strengthen the practitioner’s knowledge and application of estate planning techniques.

FL CLE approved for Florida continuing legal education:

Ave Maria School of Law Estate Planning Conference 2014 (DVD)

CLE Credits

  • General: 8.5
  • Ethics: 1.0

Certification Credits

  • Elder Law: 6.5
  • Wills, Trusts and Estate: 6.5

Topics Include:

  • Fiduciary Income Tax Planning in Difficult Economic Times
  • International Tax Planning and Asset Protection
  • 10 Steps to Take Now in Light of Estate Tax Legislation
  • Succession Planning for the Closely Held Business Upon Retirement or Death of the Principal
  • Using Estate Planning Techniques to Optimize Family Wealth Preservation
  • Navigating Today’s Ethical Landscape–Do We Need A New Roadmap?
  • A Dozen of My Top Favorite Planning Ideas That I’m Willing to Talk About
  • Pitfalls for Planners
  • Domestic Asset Protection Trust Planning

Noted Speakers Include:

  • Kevin Carmichael, practices and teaches in the areas of closely held business and tax law, business succession planning, not for profit law, federal and state taxation, tax controversy, including OVDI, inbound and outbound tax planning for US and foreign persons, mergers and acquisitions, exempt organization formation, operation and dissolution, corporate governance and US and international estate planning.
  • Alan S. Gassman, AV® Preeminent™ Peer Review RatedSM by Martindale-Hubbell® Florida Super Lawyers, 2006–present Florida Trend’s 2004 Top 1.8% of the Best Lawyers in Florida Who’s Who in American Law, 1991–1998 Who’s Who in America, 1998 Who’s Who in Science and Industry and Law and Leading Lawyers Tampa Bay Top Lawyers.  He specializes in estate planning, health law, corporate & business law.
  • Jonathan Gopman, the originator of the idea for the statutory tenancy by the entireties trust (commonly referred to as a “STET,” a termed he coined) that is set forth in § 3574(f) of Title 12 of Chapter 35 of the Delaware Statutes.
  • Jerome M. Hesch, a tax and estate planning consultant for lawyers throughout the country and is Special Senior Tax Counsel hired as a resource for Jeffrey M. Verdon Law Group, LLP.
  • Gregory T. Holtz has over 29 years of experience in administering a variety of fiduciary, agency, and custody relationships, most recently as a wealth management advisor for The Private Client Reserve at U.S. Bank. He has also written and lectured in the areas of estate planning, fiduciary administration, and professional ethics.
  • Al W. King III  is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC) and based in the New York City office. SDTC is a national trust boutique for the wealthy headquartered out of Sioux Falls, South Dakota serving clients nationally and internationally.
  • Jordan G. Lee, a partner in Shutts & Bowen’s Trusts & Estates Group in the Tampa office. He concentrates his practice in the areas of complex estate planning, estate and trust administration, federal income, estate, gift, and generation-skipping transfer taxation, private foundations and other tax-exempt organizations, pre-marital and post-marital agreements, and business succession planning. In addition, Mr. Lee frequently assists clients with estate and trust litigation, corporate, partnership, and real estate matters.
  • Laird A. Lile, certified by The Florida Bar as a Wills, Trusts and Estates lawyer (since 1989), is a Fellow in the American College of Trust and Estate Counsel (ACTEC) (since 1995), is included in Woodward/White’s The Best Lawyers in America (since 1995) and Florida Trend’s Legal Elite Hall of Fame, and has been recognized as one of Florida Trend’s “Legal Elite” (since 2005) and one of Florida’s “100 Top Super Lawyers.”
  • Barry A. Nelson, a Florida Bar Board Certified Tax and Wills and Trusts and Estates Attorney, is a shareholder in the law firm of Nelson & Nelson, P.A. in North Miami Beach, Florida.
  • William A. Snyder, founder of the law firm of Snyder & Snyder, P.A., he is board certified by The Florida Bar in Wills, Trusts and Estates, and is an adjunct professor of law at the University of Miami Law School Graduate Program in Estate Planning.
  • Bruce Stone practices in the area of trust and estate litigation. He is admitted to practice before the Supreme Court of the United States, the United States Court of Appeals, Eleventh Circuit, the U.S. District Court for the Middle District of Florida, and all Florida state courts.