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Thursday, May 5
 

6:00pm EDT

6:45pm EDT

7:30pm EDT

Pre-Conference Presentation
Topic:   An Evening with Jonathan Blattmachr: 

What the Number One Estate Planner in the US Has to Say to Affluent Friends and Their Advisors

 Northern Trust Company 4th floor Larson Community Room 4001 Tamiami Trail North, Naples, 34103

Speakers
avatar for Jonathan Blattmachr

Jonathan Blattmachr

Principal, Pioneer Wealth Partners, LLC
PrincipalPioneer Wealth Partners:Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars... Read More →



Thursday May 5, 2016 7:30pm - 8:30pm EDT
Northern Trust Company
 
Friday, May 6
 

7:15am EDT

Registration Opens - Grand Lawn Pavilion
Registration opens at the Grand Lawn Pavilion, The Ritz-Carlton Golf Resort, Naples, Fl. 

Friday May 6, 2016 7:15am - 7:45am EDT
The Ritz-Carlton Golf Resort, Naples

7:45am EDT

8:15am EDT

Welcoming Remarks - Grand Lawn Pavilion
Speakers
avatar for Kevin Cieply

Kevin Cieply

President and Dean of Ave Maria School of Law
Prior to his appointment as the President and Dean of Ave Maria School of Law, Dean Cieply served as the Associate Dean for Academic Affairs and Associate Professor at Atlanta’s John Marshall Law School. Dean Cieply also served for more than 22 years in the Army and Wyoming Army... Read More →
avatar for Gregory T. Holtz

Gregory T. Holtz

Gregory T. Holtz is a visiting professor of law at Ave Maria School of Law. He has served as a Pro Bono Attorney under the Legal Aid Service of Collier County’s “Collier Lawyers Care” Program. He has over 29 years of experience in administering a variety of fiduciary, agency... Read More →


Friday May 6, 2016 8:15am - 8:30am EDT
Grand Lawn Pavilion

8:30am EDT

Innovative Strategies for Life Insurance and the Use Thereof
Speakers
avatar for Jonathan Blattmachr

Jonathan Blattmachr

Principal, Pioneer Wealth Partners, LLC
PrincipalPioneer Wealth Partners:Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars... Read More →


Friday May 6, 2016 8:30am - 9:45am EDT
Grand Lawn Pavilion

10:00am EDT

Coffee with Alan: An Introduction to Select Estate Planning and Asset Protection Strategies
Speakers
avatar for Alan S. Gassman

Alan S. Gassman

Partner, Gassman Law Associates, P.A.
Alan S. Gassman is a practicing lawyer and author based in Clearwater, Florida. Mr. Gassman is the founder of the firm Gassman Law Associates, P.A., which focuses on the representation of physicians, high net worth individuals, and business owners in estate planning, taxation, and... Read More →


Friday May 6, 2016 10:00am - 10:50am EDT
Tiburon 1

10:00am EDT

Role of Legal Professional in Family Governance
Speakers
avatar for Jill Creager

Jill Creager

Founder & CEO, Providence Family Offices, LLC
Jill N. Creager founded Providence Family Offices in 2008 to create a conflict-free, multi-family office helping families manage and administer their generational private wealth through family offices and family trust company administrative services.With over 20 years of experience... Read More →


Friday May 6, 2016 10:00am - 10:50am EDT
Blue Heron Room 1

11:00am EDT

Pulling the Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There
Speakers
avatar for S. Stacy Eastland, JD

S. Stacy Eastland, JD

Managing Director, Goldman Sachs & Company (Houston)
Stacy Eastland is Managing Director of Goldman Sachs & Company (Houston). Stacy joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans... Read More →


Friday May 6, 2016 11:00am - 12:15pm EDT
Tiburon 1

12:15pm EDT

What We Wish We Knew When We Started Practicing Law-Non-Tax and Practical Advice for Estate Planners Young and Old
Luncheon Speaker Panel

Speakers
avatar for Alan S. Gassman

Alan S. Gassman

Partner, Gassman Law Associates, P.A.
Alan S. Gassman is a practicing lawyer and author based in Clearwater, Florida. Mr. Gassman is the founder of the firm Gassman Law Associates, P.A., which focuses on the representation of physicians, high net worth individuals, and business owners in estate planning, taxation, and... Read More →
avatar for S. Stacy Eastland, JD

S. Stacy Eastland, JD

Managing Director, Goldman Sachs & Company (Houston)
Stacy Eastland is Managing Director of Goldman Sachs & Company (Houston). Stacy joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans... Read More →
avatar for Lee-ford Tritt

Lee-ford Tritt

Professor of Law, University of Florida Law
EducationLL.M., in Taxation, New York University School of Law; J.D., New York University School of Law; B.A., University of the SouthTeaching and ScholarshipWills, Trusts & Estates; Fiduciary Administration; Estate Planning; Property Succession; Probate; Federal Estate and Gift TaxationProfessional... Read More →


Friday May 6, 2016 12:15pm - 1:00pm EDT
Grand Lawn Pavilion

1:00pm EDT

Look Before You Leap! Planning at the Cliff of a Client’s Capacity
Speakers
avatar for Marve Ann Alaimo

Marve Ann Alaimo

Principal, Cummings & Lockwood LLC
BACKGROUNDMarve Ann M. Alaimo is a Principal in Cummings & Lockwood's Private Clients Group and is based in the Bonita Springs office. Her wills, trusts and estates practice is particularly focused on conflict avoidance and conflict resolution. Marve Ann works primarily with blended... Read More →
avatar for William (Bill) Hennessey

William (Bill) Hennessey

Shareholder, Gunster Private Wealth Services
Bill Hennessey leads Gunster’s Probate, Trust & Guardianship Litigation practice. Bill is the immediate past chair of the Probate and Trust Litigation Committee of the Real Property, Probate and Trust Law Section (RPPTL) of the Florida Bar. He currently chairs the Legislative Committee... Read More →


Friday May 6, 2016 1:00pm - 1:50pm EDT
Tiburon 1

1:00pm EDT

Wealth Asset Protection
Speakers
avatar for Jan Dash

Jan Dash

Managing Partner, Liburd and Dash, L.P.
Jan Dash was educated in the United States and received his Juris Doctor degree from Hofstra University Law School in 1994. He was also educated in Trinidad and received his Certificate of Legal Education from Sir Hugh O. B. Wooding Law School in 1997.Jan (pronounced "YAHN") is a... Read More →
avatar for Jonathan Gopman

Jonathan Gopman

Chair, Trusts and Estates Practice, Akerman LLP
Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their... Read More →


Friday May 6, 2016 1:00pm - 1:50pm EDT
Blue Heron Room 1

2:00pm EDT

10 Questions Every Planner/Tax Advisor Should Ask Before a Client Purchases or Continues a Life Insurance Policy
Speakers
avatar for Barry Flagg

Barry Flagg

Inventor & Founder, Veralytic, Inc.
Barry D. Flagg is the inventor and founder of Veralytic®, Inc., the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner... Read More →


Friday May 6, 2016 2:00pm - 2:50pm EDT
Tiburon 1

2:00pm EDT

3:00pm EDT

Estate Planning for Artists, Authors, and Other Copyright Owners
Speakers
avatar for Lee-ford Tritt

Lee-ford Tritt

Professor of Law, University of Florida Law
EducationLL.M., in Taxation, New York University School of Law; J.D., New York University School of Law; B.A., University of the SouthTeaching and ScholarshipWills, Trusts & Estates; Fiduciary Administration; Estate Planning; Property Succession; Probate; Federal Estate and Gift TaxationProfessional... Read More →


Friday May 6, 2016 3:00pm - 3:50pm EDT
Tiburon 1

3:00pm EDT

Soup to Nuts: A Guide to the Homestead Act
Speakers
avatar for Tae Kelley Bronner

Tae Kelley Bronner

Attorney
Tae Kelley Bronner earned her Bachelor of Arts degree from the University of Florida in 1991 and her Juris Doctor degree with honors from Stetson College of Law in 1994. She is the sole shareholder of the Tae Kelley Bronner, PL law firm located in north Tampa, Florida. She limits... Read More →


Friday May 6, 2016 3:00pm - 3:50pm EDT
Blue Heron Room 1

4:00pm EDT

From Cyberspace to Office Space: The Attack on Confidentiality and Ethics and What Lawyers Can Do About It
Speakers
avatar for Kevin Govern

Kevin Govern

Professor of Law, Ave Maria School of Law
Professor Govern began his legal career as an Army Judge Advocate, serving 20 years at every echelon during peacetime and war in worldwide assignments involving every legal discipline. He has also served as an Assistant Professor of Law at the United States Military Academy and has... Read More →


Friday May 6, 2016 4:00pm - 5:15pm EDT
Grand Lawn Pavilion

5:30pm EDT

Cocktail Reception
All attendees wil receive a complimentary drink ticket.  There will be a grand prize raffle drawing as well.

Friday May 6, 2016 5:30pm - 7:30pm EDT
Grand Lawn Pavilion
 
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