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(6591) Dead But Not Done: Post Mortem Planning

Name: (6591) Dead But Not Done: Post Mortem Planning
Start: 2023-08-16T12:00:00+00:00
End: 2023-08-16T13:00:00+00:00
Location: Zoom

August 16 @ 12:00 pm - 1:00 pm

Originally presented on August 16, 2023, by Gene M. Carlino and Leah A. Foertsch, Pannone Lopes Devereaux & O’Gara LLC, Boca Raton. Course number 6591 is approved by The Florida Bar until approximately February 16, 2025, for 1 CLE and 1 certification credit each in Tax Law and Wills, Trusts, & Estates.

This course addresses post-mortem issues, including the use of disclaimers and the exercise of powers of appointment.

Gene M. Carlino is a Partner with Pannone Lopes Devereaux & O’Gara LLC. He is a highly respected attorney with more than 25 years of experience in all areas of estate and tax planning and administration, Medicaid planning, probate administration and trust litigation. His practice includes advising and advocating for clients in all matters involving federal and state taxation, including representing individuals before the Internal Revenue Service in contested assessments during the examination phase, before the appeals Division, and at trial in the United States Tax Court, the United States Court of Federal Claims, and the Federal District Court. Prior to joining the firm, he was the founder and successful business owner of Carlino Law Associates, PC since 1999. Learn more here.

Leah A. Foertsch is Office Managing Partner (Boca Raton, FL) with Pannone Lopes Devereaux & O’Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team. Her practice focuses on advising individuals and families in all areas of trust and estate planning and probate administration. In addition, she has extensive experience in representing individuals and businesses in asset protection, wealth management and tax strategies, and has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She has written extensively on topics in her practice area and is the co-author of The Trust Beneficiary’s Right of Access to Information, published in the Florida Bar Journal. Learn more here.

Details

Date:: August 16
Time:: 12:00 pm - 1:00 pm
Event Categories:: Free CLE, Zoom/Virtual
Website:: https://member.floridabar.org/s/lt-event?id=a1R1R0000083dzyUAA

Venue

: Zoom

(6591) Dead But Not Done: Post Mortem Planning

August 16 @ 12:00 pm - 1:00 pm

Details

Venue

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(6591) Dead But Not Done: Post Mortem Planning

August 16 @ 12:00 pm - 1:00 pm

Details

Venue

GET IN TOUCH

LINKS

DISCLAIMER

CONTACT US

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