Past Events

June 16, 2020 Zoom Virtual - International Tax Planning and ECEPC Annual Meeting
Shawn Wolf and Leslie Share
May 19, 2020 Canceled - How Safe is Your Retirement (estate) Planning after the SECURE Act
David Bowers, Shareholder at Jones Foster
April 29, 2020 Tax Changes under the CARES Act and Estate and Income Tax Planning in Low Interest Rate Environment and Volatile Market.
Ed Morrow, US Bank Private Wealth
February 11, 2020 Asset Protection in The Estate Planning Context
Jonathan Gopman, Akerman LLP
January 21, 2020 January Joint Council Membership Meeting - The Digital Will Revolution
M. Travis Hayes, J.D., LL.M.
November 19, 2019 Opportunity Zone Space
Craig Bernstein, OPZ Bernstein
October 22, 2019 Planning for the $11.4 Million Exemption Before it Possibly Goes Away
Jeffrey Baskies
September 24, 2019 2019 Opening Reception
Sponsored By: Heritage Investment Group
May 14, 2019 "Fiduciary Surcharge Liability" and ECEPC Annual Meeting Sponsored by Community Foundation and Sterling Foundation Management
James Pressly & J. Grier Pressly III
April 23, 2019 "I Do, Act II: Planning for Second Marriages" Sponsored by MPI and Coral Gables Trust
Elaine Bucher
February 12, 2019 February Dinner Meeting Sponsored by BDO and SunTrust Private Wealth
Jason Cain, Family Office Managing Partner, BDO
January 22, 2019 SOLD OUT "Using Nontraditional Investing in IRAs" Sponsored by Palm Health Foundation and CIBC Private Wealth Management
Mark Parthemer
December 4, 2018 Holiday Party Sponsored by MPI
November 13, 2018 "New Matters in Gift and Estate" Sponsored by Quantum Realty Advisors, Inc.
James Hogan
September 24, 2018 "The Estate Planner's Income Tax Handbook" sponsored by
Sam A. Donaldson
September 17, 2018 2018-2019 Opening Reception Sponsored by
May 8, 2018 Annual Meeting featuring Joe Falanga Sponsored by Lesser, Lesser, Landy & Smith
Joe Falanga
April 24, 2018 'Saving Your Client's Retirement Savings' featuring Robert Kirkland Sponsored by Coral Gables Trust and Heritage Auctions
Robert K. Kirkland
February 13, 2018 'THE PAST YEAR’S MOST SIGNIFICANT, CURIOUS, OR DOWNRIGHT FASCINATING FIDUCIARY CASES' Sponsored by Quantum Realty Advisors and Berkowitz, Pollack, Brant
Dana G. Fitzsimons, Jr.
January 10, 2018 "Post Mortem Planning" Joint Dinner Meeting with PBCEPC sponsored by, Palm Healthcare Foundation
Jerry Doyle
December 5, 2017 Holiday Party with PBCEPC, PBTI and Planned Giving sponsored by MPI Valuation
November 14, 2017 "Washington Update" Joint Dinner with PBTI sponsored by MPI Valuation and Quantum Realty Advisors
Ronald Aucutt
October 26, 2017 Hurricane Irma Recovery Reception Sponsored by
October 10, 2017 "Social Investing: The Art of Structuring High-Impact, Innovative Programs" Sponsored by BDO and Community Foundation for Palm Beach and Martin Counties
James P. Joseph
May 9, 2017 Practical Planning for Art Collectors and Their Advisors
Ramsay H. Slugg
April 19, 2017 “The Most Important Factors in Tax and Financial Planning ”, Jonathan Blattmachr. Joint Dinner Meeting with PBTI Sponsored by and Life Audit Professionals, LLC
Jonathan Blattmachr
February 7, 2017 “Good Intentions Can Often Lead to Unintended Consequences”, Jeff Haskell, J.D., LL.M. Sponsors: Berkowitz Pollack Brant Advisors & Accountants and SunTrust Private Wealth
Jeffrey Haskell, J.D., LL.M
January 17, 2017 SOLD OUT “How Recent Developments Affect Contemporary Estate Planning Strategies”, Sam Donaldson. Joint Dinner Meeting with PBEPC. Sponsored by Palm Healthcare Foundation and MPI Business Valuation and Advisory
Sam Donaldson, JD, LL.M, AEP®
December 13, 2016 Holiday Party Sponsored by Heritage Auctions
No Speaker
November 10, 2016 “What Can We Learn from the Estates of Deceased Celebrities” by Jeff Scroggin, JD, LL.M, AEP®. Sponsored by Heritage Auctions and Whitehead Law Offices.
Jeff Scroggin, JD, LL.M, AEP®
October 25, 2016 "Utilizing Disclaimers to Fix What is Broken and Section 2704 Proposed Regulations”, A. Stephen McDaniel. Sponsored by BDO and the Law Offices of David M. Garten, Esq.
A. Stephen McDaniel
September 6, 2016 Opening Reception - Sponsored by
Sponsor -
May 12, 2016 Professional Mixer with FICPA, CREW and PBTI
May 10, 2016 The top 10 Items every CPA, Laywer, Financial Planner and Charter Life Underwriter should know about disputes with the IRS SPONSORED BY; Available
Harris Bonnette
April 20, 2016 April Meeting -Income Tax Strategies for Business Owners, Speaker Steve Gorin Joint Meeting with PBTI SPONSORED BY: Aft Forsyth and Coral Gables Trust
Steve Gorin
February 9, 2016 Residency Planning, Speaker Paul Comeau SPONSORED BY Life Audit Professionals and MPI
Paul Comeau
January 19, 2016 Joint Meeting with PBCEPC - Topic “Now You See Them, Now You Don’t: Planning in a World of Disappearing Discounts” SPONSORED BY: Palm Healthcare
Paul Lee J.D., LL.M.
December 8, 2015 Holiday Reception SPONSORS: BDO, other sponsorships available
No Speaker
November 10, 2015 Asset Protection & Estate Planning - Why Not Have Both? , Speakers Barry Nelson & Mindy Mora SPONSORED BY: Lesser, Lesser Landy & Smith and Jami L. Huber, PA
Barry Nelson & Mindy Mora
October 13, 2015 Enhanced Estate Planning with Derivatives, Speaker Larry Macklin SPONSORED BY: EstateBuyers, Art Samuels
Larry Macklin
September 10, 2015 Opening Reception -Sponsorsed by Hallmark Capital Management, Inc.
May 12, 2015 Decision Making for Discretionary Distributions
Tami F. Conetta
April 16, 2015 SPONSORED BY: Life Audit Professionals and MPI
February 10, 2015 Charitable Lead Annuity Trusts: The Intermediary for any Large Testamentary Gift to a Family Foundation
Richard Franklin
January 20, 2015 Thinking Outside the Box; Why Conventional Thinking Might Not Always Be Best For Your Client: Joint Meeting with PBCEPC
Dick Oshins, J.D., LL.M.
December 9, 2014 Annual Holiday Reception
November 18, 2014 Grantor Trust Liabilities: An Income Tax Analysis
Jerry Hesch
October 7, 2014 Searching for Basis in Estate Planning
Jonathan Blattmachr
September 9, 2014 Opening Reception
Reception Only
May 13, 2014 Post-ATRA Opportunities to Utilize Captive Insurance Companies in Your Estate Planning Practice
Francis P. Brown, JD, LL.M, MIM
April 23, 2014 Modern Trusts – A Trustee’s Exposure, Including What ATRA Has Wrought
Edward B. Pennfield
February 11, 2014 The Uses of Life Insurance After the Revisions in 2013 Tax Law
Michael W. Halloran, Northwestern Mutual
January 21, 2014 Planning Strategies That Get the Best Results for the 3.8% Surtax and The Expiration of Charitable IRA Rollover in 2014
Chris Hoyt
December 5, 2013 Annual Holiday Party
November 20, 2013 Capital Gains Issues for Trusts
Professor Dennis A. Calfee
October 8, 2013 The Use of Trusts in Government Benefits Planning
Howard Krooks, President, National Association of Elder Law Attorneys
September 10, 2013 Joint Reception with Planned Giving Council
May 14, 2013 Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
Jere Doyle
April 16, 2013 New Demographics of Investment and Estate Planning
Michael Stafford and Joseph Lai
February 20, 2013 Estate and Distribution Planning for Retirement Benefits
Natalie Choate
January 8, 2013 Derivatives for Dummies
Linda Kelly - Key Bank
December 11, 2012 Annual Holiday Party
November 14, 2012 UPIA - Joint with Tax Institute
Steve Akers
October 9, 2012 Trustee's Duty to Keep Clear, Distinct and Accurate Records under Florida Law
Jack A. Falk
September 11, 2012 Opening Reception
May 17, 2012 Wills of the Rich and Famous
Jeremiah W. Doyle, IV - BNY Mellon Wealth Management
April 19, 2012 Charitable Planning Update
Joint Meeting with Planned Giving Council
February 16, 2012 Now That You're Dead, What About Your Business?
Tim Malloy and Stephen Augstell, of Key Private Bank
January 19, 2012 Divorce, Taxation, Bankruptcy & Dying; Take Your Choice
David Kaplan - Alpern Rosenthal
December 15, 2011 Holiday Party
November 17, 2011 New Power of Attorney Act Effective 10/1/2011 - Jt w/ PBTI
David F. Powell, Prof. Emeritus, FSU College of Law
October 20, 2011 Take these two and call me in 2013
Paul S. Lee, JD, LLM - Bernstein Investments
September 15, 2011 Opening Reception at Norton Museum
Joint with Planned Giving Council of Palm Beach County
View Current Events