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Practical Estate Planning in Uncertain Times - Florida Bar Tax Section

  • Friday, September 25, 2020
  • 9:00 AM - 4:20 PM
  • Live Webinar

Practical Estate Planning in Uncertain Times

Course 4058

Tax Section members: $300

Non-section members: $375

Event Location:
Live Webinar

Event Time:
Presentation:  9:00am - 4:20pm

Presented by:

        The Florida Bar Tax Section

Practical Estate Planning in Uncertain Times will benefit all professionals who are seeking creative, practical strategies in the “new normal” world of estate planning. The CLE/CPE event is a live GoToWebinar on Sept. 25, 2020, from 9 AM to 4:20 PM, hosted by the Tax Section of The Florida Bar. Registrants will have 90-day, on-demand access. CLE:  Course number 4058 is approved for 8 General CLE credits and 8 each Elder Law; Tax Law; and Wills, Trusts & Estates certification credit. CPE:  Course Number 0025683 is approved for 8 CPE credits. Tax Section members $300; non-section members only $375.


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 for grantor and non-grantor trusts and the effects of the current political and interest-rate environments. Presentations also 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. REGISTER


  • 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.
  • 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.
  • 1:50 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
  • 3:30 PM - 4:20 PM Planning in Light of the Current Political Environment. Lester B. Law, Member, Franklin Karibjanian & Law PLLC, Naples.
Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230