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• Using and Misusing the Marital Deduction

  • When
    Tuesday, January 21, 2025
  •  
    5:15 PM - 7:30 PM
  • Location
    Michael's On East, 1212 East Ave South, Sarasota, FL 34238

  In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program.

  Tuesday, January 21, 2025 – Joint Councils Meeting

  Topic: Using and Misusing the Marital Deduction

  Speaker: Lauren Wolven

  Time:
  5:15 p.m. – Registration and Cocktails
  6:00 p.m. - Dinner and Opening Remarks
  6:15 p.m. – 7:15 p.m. - Program
  
  Location: Michael’s On East

  Synopsis: The marital deduction is often taken for granted because it is one of the few areas of estate tax law that has been relatively static for decades. The deduction often has subtleties, however, and sets traps for the unwary. This program will provide a review of the key requirements for and application of the marital deduction and will suggest practical uses for this nuanced tool.  
  
  For this program, we are offering 1.0 hour of continuing education for Attorneys, CFPs, CPAs, and Trust Officers.

  SWFEPC Members: Click Here to Register

  Registration Deadline: January 17, 2025
  A confirmation email from the Community Foundation of Sarasota County will confirm your successful registration for this program. Please note: The Community Foundation of Sarasota County office will be closed Monday, January 20, 2025 (Martin Luther King Jr Day).
  
  ABOUT OUR SPEAKER: 
  Lauren Wolven is a partner in the Trusts & Estates Group of Levenfeld Pearlstein, LLC in Chicago. She concentrates her practice on estate planning, tax and succession for privately held businesses, charitable planning and fiduciary risk management. A Fellow of the American College of Trust and Estate Counsel, and a Regent and past Illinois State Chair for ACTEC, Lauren is a frequent lecturer and author on a variety of estate planning and trust administration topics. Lauren is a past president of the Chicago Estate Planning Council and a former Board Member of the Illinois Institute for Continuing Legal Education. She was named by Law Bulletin Publishing Company as one of its “40 Under 40” in 2010, has been included in Chambers USA since 2015 and in Best Lawyers since 2012. Lauren has been listed by SuperLawyers as one of the Top 50 Women in Illinois and as one of the Top 100 Atorneys in Illinois. Lauren is a 1996 graduate of Indiana University, and was part of the 3rd class of Wells Scholars. She earned her J.D. from University of Illinois College of Law. Lauren is actively involved with several charitable organizations, including as a member of the Board of Directors of Anti-Cruelty, the Chicago area’s largest animal shelter.

  THANK YOU TO OUR PROGRAM SPONSORS: 
  
           

  
  

  
  

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• An $80 (or $60) Billion Dollar Business Valuation Update for Estate Planners

  • When
    Tuesday, February 11, 2025
  •  
    5:15 PM - 7:30 PM
  • Location
    Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
  • Spaces left
    61

  Register

  Topic: An $80 (or $60) Billion Dollar Business Valuation Update for Estate Planners

  Speaker: Atticus L. Frank, CFA, ABV
  Regional Director, HBK

  Date: Tuesday, February 11, 2025

  5:15 p.m. – Registration check in and cocktails
  6:00 p.m. – Dinner and program
  7:25 p.m. – Closing remarks
  
  Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239
  
  Synopsis: While we now know the balance of power in Washington, tax changes are still scheduled to significantly affect estate planning for taxpayers, including for FLPs, LLCs, and privately held businesses. This session will highlight key factors to keep in mind regarding business valuation for estate planning, including areas that generally draw heightened IRS scrutiny. Additionally, the session will cover recent court cases and legislative risks that impact business valuation and could affect your clients' estate plans.

  
  About Our Speaker: Atticus is a Regional Director of the HBK’s Florida Valuation Group, which includes offices in Fort Myers, Naples, Sarasota, Stuart, and Boca Raton. Atticus’s valuation focus includes gift and estate tax, transaction advisory, and dispute and litigation support. Atticus has provided valuation services for internal and succession planning; gift and estate tax planning and compliance; buy/sell agreements; mergers and acquisitions; litigation support; and financial reporting purposes. Atticus has valued companies in many industry groups including construction, manufacturing, retail, real estate, finance and insurance, telecommunications, healthcare, and service industries. His business valuation experience also includes financial education, valuation, and other strategic financial consulting to multi-generation family businesses.
  
  Prior to joining HBK, Atticus was a Vice President at Mercer Capital Management, Inc. where he was involved in hundreds of valuation engagements. Atticus also spent time at D-R Media and Investments, a media business based in Venice Florida where he led a division of the company and served as CFO. Atticus is a member of the Venice Area and Southwest Florida Estate Planning Councils, the CFA Society of Tampa Bay, the Venice and Sarasota Chambers of Commerce, ACG Tampa Bay, and the FICPA. Atticus serves on the State College of Florida Foundation Board of Directors, on the Charlotte Community Foundation’s Finance and Audit Committee, and on the FICPA’s Valuation, Forensic Accounting, and Litigation Services Committee. He was also appointed to the Sarasota County School Board Financial Advisory Committee. 

  Dinner Sponsored by Take Care Private Duty Home Health Care
  
  

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