January 9, 2020 in Fort Lauderdale -“Long-Term Incentive Plans for Small Business” presented by attorney John Heber.

January 21, 2020 in Naples -“Using the J.E.D.I Partnership for Charitable Giving” presented by attorney Seth Kaplan.

February 6, 2020 in Fort Lauderdale - “Gift –Tax Valuations for Attorneys” presented by Sheri Fiske Schultz CPA/ABV/CFF and Katie Gilden CPA/ABV/CFF, CFE, CVA.

February 11, 2020 in Orlando - “From Soup to Nuts: The Private Equity Sale from the Seller’s Perspective” presented by Gary A. Forster, J.D., LL.M. Kathryn P. Jones, J.D.

February  14, 2020 in West Palm Beach - “The Use of Irrevocable Trusts in Medicaid Planning” presented by attorney Howard S. Krooks.

February 18, 2020 in Naples - “Swap Now Sue Later” presented by attorney Elizabeth Bowers.

March 10, 2020 in Orlando-2020 Tax law Update” presented by attorney Stacy Prince-Troutman.

September 12, 2019 in Fort Lauderdale-“ "What about the Vacuum Cleaner? Resolving Trust and Estate Disputes" presented by attorney Jenna Rubin

September 17, 2019 in Naples-Navigating the IRA Charitable Rollover” presented by attorney Alfred Stashis

October 10, 2019 in Fort Lauderdale- “The Princess Bride’s Guide to Discretionary Distribution Powers” presented by attorney Daniel K. Capes

October 15, 2019 in Naples- “Disclaimer Planning”, presented by attorney Jeanette M. Lombardi.  

October 16, 2019 in Sarasota- “Individual Retirement Accounts” presented by attorneys Colton F. Castro and  Alyssa L. Acquaviva

November 5, 2019 Orlando -Guardianship and the Alternatives” presented by attorney Catherine E. Davey.

November 12, 2019 in Naples- “E-Wills and Remote Notarization”, presented by attorney Travis Hayes.

November 13, 2019 Sarasota-“2018/2019 Trust and Estate Tax Update” presented by Chris Corneroli, CPA/CFP


May 4, 2017 in Fort Lauderdale "Trust Administration in the Cloud-Are We There Yet?" presented by Shelley R. Perry, J.D, TEP

February 18, 2015 in Sarasota  "Non-Judicial and Judicial Modification Of Irrevocable Trusts In Florida" presented by Gregory J. Porges, Esq.

February 24, 2015 in Naples and April 9, 2015 in Fort Lauderdale "Self Settled Trusts in Bankruptcy" presented by Jonathan Gopman, Esq.

March 5. 2015 in Fort Lauderdale "The Drafting Attorney's Duty to the Client to Recognize Undue Influence/ Malpractice" presented by Ellen S. Morris, Esq.

March 6, 2015 in Boca Raton "Avoiding Personal Liabilty for Attorney's Fees" presented by Christopher Wintter, Esq. 

March 17, 2015 in Naples  "Philantropy - A Fresh Perspective"  presented by Edward Wollman, Esq.

March 18, 2015 in Sarasota and September 22, 2015 in Naples "Protecting the Elderly for Financial Exploit" presented by Craig Harrison, Esq.

March 20, 2015 in West Palm Beach and September 10, 2015 in Fort Lauderdale  "Updated Overview of ESOP Transactions" presented by Jeffrey Kahn, Esq.

April 22, 2015 in Sarasota "Third Parties Making Health Care and End of Life Decisions" presented by Rebecca Protor, Esq.

May 7, 2015 in Fort Lauderdale "Gaurdianship Busters" presented by Glenn Mednick, Esq.

May 8, 2015 in Boca Raton "Pet Trusts" presented by Stephen Beiner, Esq.

May 15, 2015 in West Palm Beach "Guardian & Attorney's Fees Incapacity" presented by Holly M. O'Neill, Esq.

September 11, 2015 in Boca Raton "Often Overlooked Estate Planning Drafting Issues - 2015" 

presented by Jeffrey Baskies, Esq.

May 21, 2014 State Income Taxation of Trusts presented by David Pash, Esq.

September 11 and 12, 2014 What is that Business Really Worth? Sheri Fiske Schultz, CPA/ABV/CFF and Katie Gilden, CPA/CFF,CFE,CVA

September 16, 2014 in Naples "Gifts to Lawyers and Other Qualified Persons" presented by Jeff Goethe, Esq.

September 17, 2014 in Sarasota "Fraudulent Transfers in Bankrupcy" presented by Jonathan Gopman, Esq.  

September 19, 2014 in West Palm Beach  "Addition and Subtraction: Building Wealth"  presented by Tom J. Pauloski, National Managing Director of the Wealth Planning and Analysis Group at Bernstien

September 26, 2014 in Greenville, SC "An Overview of Trust Modification and Decanting" presented by J. Aaron Nelson, Esq.

October 9, 2014 in Fort Lauderdale "Advanced Directives in Florida and Ethical Considerations" presented by James B. Davis, Esq.

October 10, 2014 in Boca Raton "Defending Those Exemption Gifts When The IRS Comes Knocking"  presented by Jerome Wolf, Esq.

October 28, 2014 in Naples  "Preparing Client for T & E Litigation" presented by Eric Vasquez, Esq.

October 29, 2014 in Sarasota  "Does My Company Really Need OP Agreement?" Attachment LLC - General Business presented by Jo Ann Koontz, Esq., CPA

October 24, 2014 in Greenville, SC "The Tools of Domestic and International Asset Protection" presented by Elizabeth L. Morgan

November 6, 2014 and November 7, 2014 "Fiduciary Access to Digital Assets" presented by David Shulman, Esq.

November 13, 2014 in West Palm Beach "Ethics Update for Tax & Estate Planning" presented by Michael Lampert, Esq.

November 18, 2014 in Naples "Thwarted Charitable Intent" presented by Joan Crain, BNY Mellon

November 19, 2014 in Sarasota "The Family Office - Turning the Nightmare into Nirvana" presented by Elizabeth L. Morgan, Esq. Exhibit A and Exhibit B

November 21, 2014 in Greenville, SC "Unraveling Trusts: Grantor Trusts and Reciprocal Trust Doctrine" presented by Elizabeth Nelson, Esq.