Loading…
Simple
Expanded
Grid
By Venue
Map
Tiburon 1 [clear filter]
Friday, May 6
 

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
  Concurrent Session

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
  Keynote Session

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
  Concurrent Session

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
  Concurrent Session

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
  Concurrent Session
 
Filter sessions
Apply filters to sessions.
Thursday, May 5
Friday, May 6
Blue Heron (via Court of Palms)
Blue Heron Room 1
Grand Lawn Pavilion
Northern Trust Company
The Ritz-Carlton Golf Resort, Naples
Tiburon 1
  • Concurrent Session
  • Keynote Session
  • Luncheon Speaker Panel
  • Pre-Conference Dinner Event
  • Ritz
  • Popular