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2458 Attorney Trust Officer Liaison Conference: "Trustopoly" Edition

24th - 26th August 2017   (GMT-04:00) America/New_York

Registration Instructions
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Please call 850-561-5831 for questions about registering.

 

Click "Register Now" to begin the Registration Process
 

Thank You to Our Corporate Sponsors

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Special thanks to these individuals for their dedicated service to the conference
Vice Chairs: Stacey Cole, Patrick Emans, and Tattiana Stahl; Speaker Coordinators: Mitchell Hipsman, Cady Huss and Eamonn Gunther; Fiduciary Sponsors: Stacey Cole; Law Firm Sponsors:  Kimberly Bald and Gail Fagan; Exhibitors: Lonni Cibants; App/Social Media: Patrick Emans, Cindy Basham, and Steven Goodall; Continuing Education Credits: Chuck Runge

 

 

Thursday, August 24, 2017                        This image is not available because: You don’t have the privileges to see it, or it has been removed from the system                                       

11:00 am – 5:15 pm

Advance to Go: Mr. Moneybag’s Golf Tournament 
Hosted by Wells Fargo Private Bank

3:00 pm – 6:00 pm

Registration

6:00 pm – 8:00 pm

Opening Night Reception: Welcome to the Card Stock Exchange
Hosted by The Northern Trust Company and Doyle 

Friday, August 25, 2017

ATO App Sponsored by Evercore Wealth Management
Lanyards Sponsored by U.S. Trust

7:30 am – 8:15 am

Registration and Breakfast

8:15 am – 8:30 am

Welcome to the ATO – “Trustopoly” Edition  
Laura Sundberg, Orlando – ATO Program Chair

   

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8:30 am – 9:20 am

A Community Chest or Chance: Estate and Tax Planning under the Current Administration
Charles D. "Skip" Fox, Charlottesville (Presented by SunTrust)

9:20 am – 10:10 am

Free Parking: Attorney-Client Privilege for Trustees and Personal Representatives
William Hennessey, West Palm Beach

10:10 am – 10:25 am

Break
Hosted by Raymond James Trust

10:25 am – 11:15 am

IRAs: The Ultimate Luxury Tax
Linda S. Griffin, Clearwater
Mairav Rothstein, New York (Presented by The Northern Trust Company)

11:15 am – 12:05 pm

Pay Poor Tax: Legislative Changes to the Elective Share
Richard R. Gans, Sarasota

12:05 pm – 1:05 pm

Lunch
Hosted by Coral Gables Trust Company

1:05 pm – 1:55 pm

Bankruptcy: How Long is Too Long to Sue the Trustee
Wm. Fletcher Belcher, Saint Petersburg

1:55 pm – 2:45 pm

Go to Jail, Do Not Pass Go, Do Not Collect $200: The Debate About Drug and Behavior Modification Language
Lauren Y. Detzel, Orlando 
James M. Marion, Chicago (Presented by U.S. Trust)

2:45 pm – 3:00 pm

Break
Hosted by Raymond James Trust

3:00 pm – 3:50 pm

Who Took the Thimble?  Ethical Issues in Trust Administration
Gail E. Cohen, New York (Presented by Fiduciary Trust)

3:50 pm – 4:40 pm

Snake Eyes: Tax Aspects of Divorce
Jeremiah "Jere" W. Doyle, Boston (Presented by BNY Mellon)

4:40 pm – 5:30 pm

Houses vs. Hotels: Standard of Care for Individual Trustees versus Corporate Trustees
Tami F. Conetta, Sarasota 

6:00 pm to 7:00 pm

Bank Pays You Dividend: Reception
Hosted by BNY Mellon and Empire Valuation Consultants

Saturday, August 26, 2017                          This image is not available because: You don’t have the privileges to see it, or it has been removed from the system

7:30 am – 8:00 am

Breakfast

8:00 am – 8:50 am

Income Tax Refund, Collect $20: Income Tax and Basis Step-up Planning
Lester B. Law, Naples

8:50 am – 9:40 am

Take a Ride on the Reading: Drafting and Administration For Specialty Assets
Bruce M. Stone, Coral Gables 
Andrew P. Tanner, Dallas (Presented by U.S. Trust)

9:40 am – 10:30 am

 

Bank Error in Your Favor: Accounting for Unusual and Specialty Assets
Deborah H. King, Charlotte (Presented by Wells Fargo)

10:30 am – 10:45 am

 

Break
Hosted by Raymond James Trust

10:45 am – 11:30 am

Go Back 3 Spaces: Legislative Update
Sarah S. Butters, Tallahassee

11:30 am – 12:15 pm

Get Out of Jail Free: Case Law Update
Steven L. Hearn, Tampa

2:00 pm – 5:00 pm

Waterworks: Poolside at the Cabanas

6:00 pm – 8:00 pm

Take a Walk on the Board Walk: Beach Party

 

 
 
CLE Credit
General Credits 14.0
Ethics 2.0
 
Certification Credit
Elder Law 14.0
Tax Law 14.0
Wills, Trusts and Estates 14.0
 
Other
CFP Credit:           PENDING
CPWA Credit:     PENDING
CTFA Credit:       PENDING
 
 
 

Venue

The Florida Bar has a room block available at The Breakers.   The room block rate is $225/night.

The reservation link: https://aws.passkey.com/go/FLBAR17  

Note:  Only one reservation per registered attorney.  

Agenda

Registration Instructions
To REGISTER for EVENTS, click on the name of the item and click the plus sign (+).  Allow a moment for it to change to a green check mark indicating the item has been added to your shopping cart.  Click the blue tabs to see each day's agenda.  You may need to scroll to see all of the items for each day.  Click "Continue" to Checkout.  Once in the shopping cart, click "Continue Shopping" to purchase additional tickets to the luncheons or special events and register spouse/guests.  This process will need to be repeated until you have added the total number of tickets needed.

REFUND POLICY:  A $25 service fee applies to all requests for refunds.  Requests must be in writing and postmarked no later than five days prior to the event.  Registration fees are non-transferrable, unless transferred to a colleague registering at the same price paid.  Registrations who do not notify the Florida Bar by 5:00 p.m., August 16, 2017 that they will be unable to attend the seminar, will have an additional $25 retained.

​Please call 850-561-5831 for questions about registering.

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Speakers

Sponsors

ALL LAW FIRM SPONSORS

Cummings & Lockwood, LLC

Dean Mead

DG Law Bridging Generations LLP

Duane Morris

Fergeson Skipper, P.A.

Fox Rothschild

Goldman Felcoski & Stone

Greenberg Traurig

Gunster, Yoakley & Stewart, P.A.

Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A.

Harllee & Bald, P.A.

Holland & Knight

John W Harris

Katz Baskies & Wolf

Mason Williams

Proskauer

Quarles & Brady LLP

Richard Lee DeNapoli

Shuffield Lowman

Shutts & Bowen, LLP

Trenam Law

Williams Parker Harrison Dietz & Getzen

Zimmerman Kiser Sutcliffe