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6001 Estate Planning and Asset Protection for the High Net Worth Client CD

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General Credit Hours:8
CDs/DVDs may not ship until 4-6 weeks after the original program date below

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.

February 09, 2023

50 min
Overview of the Collections Process; Including State Law and Bankruptcy Considerations
Jolyon Acosta, Tampa and Kathleen DiSanto, Tampa

50 min
An Updated Approach to Planning with Formula Clauses
Patrick J. Duffey, Tampa

50 min
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

50 min
Maximizing Client Trust: Preserving Attorney-Client Privilege
Tattiana Stahl, Boca Raton

50 min
Riding the Waves of Offshore Asset Protection
Jerome L. Wolf, Boca Raton and Timothy H. Wolf, Boca Raton

50 min
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

50 min
Divorce, Trusts, Nuptials: A Legal Love Triangle
Jeffrey A. Baskies, Boca Raton; Meghan Clary, Ft. Lauderdale; and Peter Gladstone, Boca Raton

50 min
Kearney - Real or Retroactive?
Michael S. Singer, Palm Beach Gardens and Devon M. Goldberg, Palm Beach Gardens
Course Number:6001
Credit Hours:
General Credit Hours:8
Professional Responsibility Credit Hours:2
Ethics Credit Hours:1
Substance Abuse Credit Hours:1
Marital and Family Law Credit Hours:1
Tax Law Credit Hours:4
Wills, Trusts, and Estates Credit Hours:8

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