Live Webinar CLE – Practical Estate Planning in Uncertain Times

Live Webinar CLE – Practical Estate Planning in Uncertain Times 

Friday, September 25, 2020 | 9:00 AM – 4:20 PM | 90-Day Access with Registration

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8.0 hours General CLE; 8.0 in Elder Law; 8.0 in Tax Law; 8.0 in Wills, Trust & Estates

Program Description:

Changes that have happened in recent months have significantly impacted the focus of estate planning. Now more than ever, it is important to revisit your clients’ existing estate plans and develop practical solutions that provide flexibility for the future. Internationally recognized presenters will share real-world tactics that can address your clients’ concerns during this time of fear and unrest—from planning with retirement accounts under the CARES and SECURE acts to creative uses with grantor and non-grantor trusts and the effects of the current political and interest rate environments.  Various presentations will focus on how to plan with the higher gift and estate tax exemptions before they sunset as early as the end of this year!

This CLE will benefit all tax professionals who are seeking creative, practical strategies in the “new normal” world of estate planning.

Program Agenda:

 9:00 AM – 10:40 AM

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

10:40 AM – 11:30 AM

Planning with Retirement Plans Under the CARES and SECURE Acts

David E. Bowers, Shareholder, Jones Foster, P.A., West Palm Beach

11:30 AM – 12:00 PM


12:00 PM – 12:50 PM

Don’t Panic!  Things to Look Out for at the Intersection of Business Entities and Estate Planning

Cristin Keane, Shareholder, Carlton Fields, Tampa

12:50 PM – 1:40 PM

Creative Uses for Grantor and Non-Grantor Trusts

Austin Bramwell, Partner, Milbank, New York, NY

1:40 PM – 1:50 PM


1:50 PM – 2:40 PM

What Every Attorney and CPA Needs to Know to Prepare and Review Estate and Gift Tax Returns

Mark Scott, Principal, Kaufman Rossin, Miami

2:40 PM – 3:30 PM

20 Tax Traps Related to Trustee Selection

Mark Parthemer, Managing Director & Senior Fiduciary Counsel, Bessemer Trust, Palm Beach, FL

 3:30 PM – 4:20 PM

Planning in Light of the Current Political Environment

Lester B. Law, Member, Franklin Karibjanian & Law PLLC, Naples

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