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Type: Concurrent Session [clear filter]
Friday, May 6
 

10:00am EDT

Coffee with Alan: An Introduction to Select Estate Planning and Asset Protection Strategies Tiburon 1 Role of Legal Professional in Family Governance Blue Heron Room 1

1:00pm EDT

Look Before You Leap! Planning at the Cliff of a Client’s Capacity Tiburon 1 Wealth Asset Protection 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 Tiburon 1 Using Your Estate Planning Partnership to Reduce Federal Income Taxes Blue Heron (via Court of Palms)

3:00pm EDT

Estate Planning for Artists, Authors, and Other Copyright Owners Tiburon 1 Soup to Nuts: A Guide to the Homestead Act Blue Heron Room 1
 
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Thursday, May 5
Friday, May 6
  • Concurrent Session
  • Keynote Session
  • Luncheon Speaker Panel
  • Pre-Conference Dinner Event
  • Ritz
    • Blue Heron (via Court of Palms)
    Blue Heron Room 1
    Grand Lawn Pavilion
    Northern Trust Company
    The Ritz-Carlton Golf Resort, Naples
    Tiburon 1