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CLE: Practical Estate Planning in Uncertain Times

September 25, 2020

Shining Light Through the Darkness: Planning in the Shadow of Uncertainty, Social Distancing, and Fear
Paul Lee, Global Fiduciary Strategist, Northern Trust, New York, NY

Planning with Retirement Plans Under the CARES and SECURE Acts
David E. Bowers, Shareholder, Jones Foster, P.A., West Palm Beach

Don’t Panic! Things to Look Out for at the Intersection of Business Entities and Estate Planning
Cristin Keane, Shareholder, Carlton Fields, Tampa

Creative Uses for Grantor and Non-Grantor Trusts
Austin Bramwell, Partner, Milbank, New York, NY

What Every Attorney and CPA Needs to Know to Prepare and Review Estate and Gift Tax Returns
Mark Scott, Principal, Kaufman Rossin, Miami

20 Tax Traps Related to Trustee Selection
Mark Parthemer, Managing Director & Senior Fiduciary Counsel, Bessemer Trust, Palm Beach

Planning in Light of the Current Political Environment
Lester B. Law, Member, Franklin Karibjanian & Law PLLC, Naples


September 25, 2020
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