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53rd Annual Heckerling Institute on
Estate Planning
Presenting: Special Session Panel
Orlando, FL
January 17, 2019
Estate Planning Council of Greater Miami
Presenting: Asset Protection
Miami, FL
November 15, 2018
Florida Fellows Institute of ACTEC Class IV Program 1
Presenting: Asset Protection Planning
Fort Lauderdale, FL
October 5, 2018
American Bar Association
7th Annual International Legal Symposium on the World of Music,
Film, Television, and Sports
Presenting: Planning to Avoid Financial Elder Abuse/Exploitation of Athletes and Entertainers as They Enter Their "Golden Years"
Miami Beach, FL
April 5, 2018
ACTEC Annual Meeting 2018
Presenting: State Law Survey of Asset Protection Tecnniques Updates at the Asset Protection Committee Meeting
March 8, 2018
Greater Miami Jewish Federation
Presenting: Integrating Estate Planning & Asset Protection After the Tax Cuts and Jobs Act
January 17, 2018
Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
Presenting: Asset Protection Planning
October 26, 2017
ACTEC Fall Meeting 2017
Presenting: Asset Protection Planning
October 22, 2017
Coral Gables South Dade Estate Planning Council
Presenting with: Cassandra S. Nelson
Presenting: Financial Exploitation of Elders
Coral Gables, FL
September 26, 2017
Florida Tax Institute
Presenting: Integrating Estate Planning and Asset Protection Planning
Tampa, FL
March 31, 2017
Estate Planning Council of Miami 5th Annual Symposium
Presenting: Integrating Asset Protection & Estate Planning
Coral Gables, FL
Febraury 9, 2017
Florida Bar RPPTL: Current Developments Regarding Asset Protection and Estate Planning Course
Presenting: Panel Discussion: Asset Protection Planning with Trusts: Current Developments Under Florida Law and a Discussion of DAPTs and FAPTs
Fort Lauderdale, FL
December 1, 2016
Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC)
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
November 3, 2016
ACTEC Fall Meeting 2016
Presenting: Ethical Issues and Proactive Actions When Lawyer Assists Aging Clients
October 20, 2016
ABA Real Property Trust and Estates eCLE Program
CLICK TO REGISTER
Presenting: Lifetime QTIPs Webinar
October 4, 2016
50th Annual Heckerling Institute on
Estate Planning
Presenting: Special Session Panel
Orlando, FL
January 14, 2016
East Coast Estate Planning Council (ECEPC)
Presenting: Asset Protection Planning
West Palm Beach, FL
November 10, 2015
Florida Fellows Institute of ACTEC
Developing Our Profession's Future Leaders
Presenting: Asset Protection Planning
Tampa, FL
September 18, 2015
Bessemer Trust Presentation
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
June 4, 2015
FPA of Greater Fort Lauderdale Conference 2015
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Fort Lauderdale, FL
May 1, 2015
BNY Mellon Wealth Management
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Boca Raton and Miami, FL
April 29 and 30, 2015
American Bar Association
6th Annual International Legal Symposium on the World of Music,
Film, Television, and Sports
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
April 23, 2015
American Bar Association
Section of Real Property, Trust and Estate Law
Webinar: Creative Estate Planning Strategies for Using Lifetime QTIPs
April 7, 2015
ACTEC Annual Meeting
Presenting: Inter Vivos QTIP Trusts Could Have Unanticipated Income
Tax Results to Donor Post-Divorce
By: Barry A. Nelson and Richard Franklin
Marco Island, FL
March 4, 2015
Greater Miami Tax Institute (GMTI)
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
February 11, 2015
Northern
Trust - Trust Advisors Meeting
Fort Lauderdale, FL
November 5, 2014
FICPA Tax & Financial Planning Conference
Presenting: Breakout 22: Ten Estate Planning Nightmares You and Your
Clients Should Avoid
Fort Lauderdale, FL
October 24, 2014
ABA Tax/RPTE Fall Meeting
Presenting: Creative Inter Vivos QTIP Planning (Panel)
Denver, CO
September 19, 2014
The Future is Now - A FREE Conference About Planning for Transition
to Adulthood
Presenting: Special Needs Trusts
Davie, FL
May 17, 2014
25th Anniversary of the Section of Real Property, Trust and Estate
Law Spring Symposia
Presenting: Seeking and Finding New Silver Patterns in a Changed
Estate Planning Environment: Creative Inter Vivos QTIP Planning
Chicago, IL
May 2, 2014
American Bar Association
Panel: Protecting Your Assets on the Court and in the Courtroom:
Preserving Wealth in Entertainment and Sports
Miami, FL
May 1, 2014
Ave Maria School
of Law Estate Planning Conference
Presenting: 10 Steps to Take Now in Light of Estate Tax Legislation
Naples, FL
April 25, 2014
25th Annual North American
Entertainment, Sports & Intellectual Property Law Conference
Panel: Don't Get Burned - Due Diligence and Audits in Licensing and
Transactions
Topic: 10 Asset Protection Steps to Keep Entertainers Out of
Bankruptcy/Poverty
Montego Bay, Jamaica
November 6-10, 2013
ACTEC Fall
Meeting
Presenting: How Does the Ethical Asset Protection Lawyer Sleep at
Night? "Very Well, Thank You Very Much!"
By: Barry A. Nelson and Daniel S. Rubin
Fort Worth, TX
October 26, 2013
The Florida Bar
Presents
The Five Ws of Cutting-Edge Planning
Presenting: Domestic and Foreign Asset Protection Trusts - Planning
and Pitfalls in Light of Recent (and Not so Recent) Court Decisions
By: Barry A. Nelson and Daniel S. Rubin
Tampa, FL
October 18, 2013
FICPA 28th Annual Accounting
Show
Presenting: Ten Steps to Take Now in Light of Estate Tax Legislation
Fort Lauderdale, FL
September 26, 2013
ACTEC 2013 Annual
Meeting
Presenting: Seminar C: Counseling the 50%: Selected Divorce Issues
for the Estate Planner
Maui, Hawaii
March 6-10, 2013
The Florida Bar RPPTL Meeting
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Tampa, FL
November 30, 2012
BNY Mellon Meeting
Presenting: Asset Protection & Estate Planning - Why Not Have Both?
Miami, FL
November 13, 2012
FBA 2012 Trust and
Private Banking Conference
Presenting: Creditor/Asset Protection from an Attorney's Perspective
Fort Lauderdale, FL
September 20, 2012
FICPA Annual Accounting
Show
Presenting: Integrating Estate Planning & Asset Protection
Fort Lauderdale, FL
September 19, 2012
ACTEC Summer
Workshop
The End of the Perfect Storm of Estate Planning is Nearing (maybe!)
- Planning for the Remainder of 2012
Palm Beach, FL
July 25, 2012
ALI-ABA
ACTEC Telephone
Conference
Asset Protection and Creditors' Attacks - What Works, What Doesn't
and Why
MORE INFO and REGISTER NOW!
May 8, 2012
ACTEC 2012 Annual
Meeting
Symposium I: Protecting Asset Protection - What Works, What Doesn't
and Why
Miami Beach, FL
March 8, 2012
Boys Town Jerusalem
presents
What's Hot, What's Not: Estate, Tax and Asset Protection in 2012
Aventura, FL
February 15, 2012
46th Annual Heckerling Institute on
Estate Planning
Presenting:
Planning for Estates Under $5 Million
Presented with: Gideon Rothschild and Bernard A. Krooks
Orlando, FL
January 11, 2012
AND
Presenting:
Asset Protection
Orlando, FL
January 13, 2012
BNY Mellon
Wealth Management
Weathering the Storm in the Current Economic Environment: Investing
and Estate Planning in 2012
Aventura, FL
December 8 and 15, 2011 Greater Boca Raton
Estate Planning Council
Presenting: Asset Protection & Estate Planning - Why Not Have
Both?
Boca Raton, FL
November 29, 2011 Greater Miami Estate Planning Council
Presenting: Asset Protection
Miami, FL
November 17, 2011 Fort Lauderdale Tax Council
Presenting: Asset Protection & Estate Planning - Why Not Have
Both?
Fort Lauderdale, FL
September 16, 2011 Morgan Stanley Smith
Barney
Asset Protection Planning - Threats to Wealth in a Litigious Society
Boca Raton, FL
Presenting: Asset Protection and Estate Planning - Why Not Have
Both?
April 27, 2011
BNY Mellon Wealth Management
Lunch and Learn
Miami, FL
Presenting: 2011 Update on Tax and Estate Planning
February 15, 2011
The Florida Bar
Workers' Compensation Section
27th Annual Workers' Compensation Winter Retreat
Beaver Creek, CO
Presenting: 2011 Update on Tax and Estate Planning
February 7, 2011
Florida Institute of Certified
Public Accountants (FICPA) Florida Institute on Federal Taxation
Conference (FIFT)
Orlando, FL
Presenting: Asset Protection and Estate Planning - Why Not Have
Both? Hot Topics in Estate Planning and Asset Protection
November 5, 2010
36th Annual Notre Dame Tax and Estate Planning Institute
South Bend, IN
Presenting: Current Legal and Ethical Developments in Asset
Protection Planning Strategies
October 28-29, 2010
ACTEC Fall Meeting
Baltimore, MD
Presenting: Current Developments in Asset Protection Planning
Strategies
October 15-16, 2010 Bank Atlantic Attorney Thank You Seminar
Fort Lauderdale, FL
Presenting: Planning Your Estate - A Step-by-Step Approach
October 1, 2010 South Dade
Estate Planning Council
Coral Gables, FL
Presenting: Current Developments in Asset Protection Planning
Strategies
September 30, 2010 Goldstein Schechter Koch Estate
Planning Lunch
Hollywood, FL
Presenting: Current Developments in Asset Protection Planning
Strategies
September 27, 2010
The Florida Bar
30th Annual RPPTL Legislative and Case Law Update Seminar
Palm Beach, FL
Presenting: New Section 736.0505 (3) Insures that Florida Intervivos
QTIP Trusts Receive Favorable Estate Tax and Asset Protection
Benefits
August 6, 2010
FICPA
Annual Convention
Naples, FL
Presenting: Asset Protection & Estate Planning
Section I - Estate Tax Update: Recent Development
Section II - Asset Protection Fact Pattern
Section III - Asset Protection for Estate Planners
June 11, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
Palm Beach & Boca Raton Tax
Institutes
Palm Beach, FL
Presenting: Asset Protection Planning for Estate Planners
April 28, 2010
UM-NSU CARD
University of Miami-Nova Southeastern University
Center for Autism & Related Disabilities
Coral Gables, FL
Presenting: Special Needs Trusts and Health Insurance Update for
Children with Autism
February 23, 2010
Berkowitz
Dick Pollack & Brant -
Taxes & Tidbits Session
Miami, FL
Presenting: Asset Protection Planning for Estate Planners
January 5, 2010
Florida Institute of Certified
Public Accountants (FICPA) Florida Institute on Federal Taxation
Conference (FIFT)
Presenting: Estate Tax Update: Recent Developments and Asset
Protection & Estate Planning - Why Not Have Both?
Orlando, FL
November 13, 2009
The Mobile Chapter of the Estate
Planning Council presents
The Gulf Coast Estate Planning Conference
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Mobile, AL
November 6, 2009
44th Annual
Southern Federal Tax
Institute (SFTI)
Presenting: Asset Protection Planning for Estate Planners - What Me
Worry? What Have You Done to Protect Yourself and Your Loved Ones
Atlanta, GA
October 22, 2009
Academy of Florida Elder Law
Attorneys (AFELA)
Creditor Protection for Seniors Webinar
Presenting: Asset Protection for Elders
August 6, 2009
http://afela.org/
Estate Planning Council Meeting
Presenting: Asset Protection Planning for Estate Planners
(As presented to Heckerling)
Miami, FL
April 14, 2009
Heckerling Institute on
Estate Planning
Presenting:
Asset Protection Planning for Estate Planners - What Me Worry?
What Have You Done to Protect Yourself and Your Loved Ones
Orlando, FL
January 16, 2009
Heckerling Institute
on Estate Planning
Presenting:
Meet the Joneses - A Potpourri Of Estate Planning Issues
for a Special Needs Family
Presented with: Sebastian V. Grassi, Jr. and Andrew H. Hook
Orlando, FL
January 15, 2009
The Nelson & Nelson
Tenth Annual Tax Seminar Luncheon
What are the Possibilities? What Changes Can we Expect in Light of a
New President?
Hollywood, Florida
November 18, 2008
Florida Institute of
Certified Public Accountants (FICPA)
Florida Institute on Federal Taxation Conference
Lake Buena Vista, Florida
November 14, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Fort Lauderdale, Florida
November 13, 2008
The Florida Bar
Introduction of the New Florida Bar Manual on Asset Protection
Tampa, Florida
November 12, 2008
SunTrust
Trusts & Estates Roundtable Luncheon
Fort Lauderdale, Florida
October 16, 2008
UM CARD
Special Needs Planning
Miami, Florida
October 14, 2008
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