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Estate Planning Conference 2015 (Zip File)

$150.00 $125.00

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. The conference will also serve as a forum for the discussion by professional colleagues of complex estate planning issues and the solutions.

FL CLE approved for Florida continuing legal education:

Ave Maria School of Law Estate Planning Conference 2015

CLE Credits

  • General: 9.5
  • Ethics: 1.0

Certification Credits

  • Elder Law: 7.0
  • Wills, Trusts and Estate: 7.0

CTFA Credits: 6.25

  • ETH: 1.25
  • FID: 1.25
  • FP: 2.5
  • TAX: 1.25

Topics include:

  • Eleven Innovative Planning Techniques for the Tax and Estate Planning
  • The Mathematics of Estate Planning
  • Asset Protection
  • Estate and Succession Planning for Closely Held Businesses
  • The Ethics of Empowerment – Who’s Empowering Who – and Should Lawyers Care?
  • How to Build and Expand a Successful Estate Planning Practice
  • Income Tax Planning for Non-Grantor Trusts
  • Powers of Appointment

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.
  • Tami Foley Conetta is the Trust and Advisory Practice Executive for the East Region of Northern Trust and is responsible for the delivery of fiduciary services to private clients in Northern Trust offices in the Eastern United States.
  • Alan 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.
  • Kimberly Leach Johnson has been practicing trusts & estates law for more than 30 years. She built her practice from the ground up by building personal and professional relationships across Southern Florida until she accumulated not only an impressive client base but a network of referral sources that direct new clients to her due to her stellar work and reputation.
  • Jason Negri, specialty in the fields of estate planning, probate guidance, civil litigation, real estate and business legal needs.
  • Richard A. Oshins, a member of the Las Vegas law firm of Oshins & Associates, LLC where he concentrates in tax and estate planning with a substantial emphasis on multi-generational wealth planning particularly with regard to closely held businesses. He is regarded as one of America’s top estate planning lawyers advising wealthy clients throughout the United States.
  • 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.
  • Barry F. Spivey has been Board Certified in the area of Wills, Trusts and Estates by the Florida Bar Board of Legal Specialization since that area of specialization was established in 1986. His practice has evolved over 40 years from exclusively estate planning and administration to today’s predominate focus on estate and trust litigation.
  • Gary A. Zwick has a general tax practice, with emphasis on tax planning for closely-held and family businesses and their owners, and high net worth individuals. This encompasses not only income tax planning, but also estate planning, ERISA, business and individual taxation, Subchapters C & S, mergers and acquisitions, employee benefits and IRS, and tax court practice and controversy work. Mr. Zwick also handles criminal tax matters working in conjunction with Ralph Cascarilla, our Managing Partner and a former Assistant U.S. Attorney.