Estate Planning for the Modern Family ~ Case Studies in Life Experiences
Date: Wednesday, June 25, 2014
Time: 8:00am - 10:45am
Location: Hilton Garden Inn, Palm Coast (Just west of I-95, exit 284)
In May, 2014, the Society of Financial Service Professionals (SFSP) sponsored a national Video Teleconference for all their chapters, with continuing education credits for all who attended. Our EPC of the Fun Coast purchased the rights to the broadcast and workbook from the Jacksonville SFSP so the information to be presented is quite fresh and timely.
Program Overview
With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced; there are children from his first marriage as well as children from their present marriage); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals.
Attendees will learn:
- The use of the Credit Shelter Trust for the benefit of the current spouse in the blended family
- How the Qualified Terminal Interest Trust minimizes taxes for the US citizen spouse in the non-US citizen spouse union
- The relevant estate planning issues in states that do and do not recognize same sex marriages (Portability vs. Credit Shelter Trusts; Qualified Resident Domestic Order; life insurance in an ILIT, etc.)
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
Moderator
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Lynne F. Stebbins, JD, AEP, CLU, ChFC
is Principal, Senior Legal Consultant with Mercer Executive Benefits and Private Client Life Solutions. Lynne analyzes and offers solutions for clients' estate and business planning by working collaboratively with clients' advisors. Her expertise is in the peculiarities and tax rules specific to life insurance contracts and associated transfer and financing techniques. Over the past 33 years, Lynne also served as Advanced Planning Attorney for Marsh Private Client Life Insurance Services, Vice President of Advanced Planning and Professional Services at Guardian, and she held a variety of positions at New York Life.
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Panelists:
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Daniel S. Rubin, JD, LL.M, is a Partner in the Trusts and Estates and Asset Protection practices of the New York City law firm of Moses & Singer LLP. He has a B.A. in International Relations from the Elliot School of the George Washington University, a J.D. from Brooklyn Law School and an LL.M. in Taxation from the New York University School of Law. Mr. Rubin has been named by
Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"® and as one of The Best Lawyers
in America® for Trusts and Estates by U.S. News-Best Lawyers. He is a fellow of the American College of Trust and Estate Counsel, a faculty member and lecturer at the Heckerling Institute on Estate Planning, and an adjunct professor at the University of Miami School of Law.
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Mary Ann Mancini, JD, LL.M, focuses her practice on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership. Ms. Mancini counsels her clients on issues such as the structuring and formation of entities, the creation of irrevocable "dynasty" trusts, tax planning for families and the entities they own, and the protection and preservation of their assets. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, and she represents fiduciaries and beneficiaries in trust and estate matters before the Internal Revenue Service and in administration and litigation matters. |
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Brian E. Raftery, JD, LL.M, CPA, brings his experience as a Partner in Herrick's Trusts & Estates group and his background as a Certified Public Accountant to his law practice, which focuses on domestic and international estate planning, creditor protection through the use of foreign and domestic asset protection trusts, wealth preservation, life insurance planning, protective trusts for children and grandchildren (against creditors, estate taxes, and division in the event of a divorce), business succession planning and trust and estate
administration.
Program Workbook: Those who reserve will be given a link to the program workbook. Some may want to download the workbook to their computer or electronic notebook and follow along that way. Others may want to print the document to keep a paper record. Either way, it's part of the program. We're saving paper by offering the workbook this way. We will print a very few copies (for a fee) for people who haven't made other plans.
Continuing Education: CE Credits will NOT be granted by our council for this event, BUT, if your profession allows self administration of CE Credits, we can provide proof of attendance, as well as the program workbook you can use if you can document your own participation to earn credits. (The SFSP was able to grant CE credits in all states for they filed the program for a specific time at many locations and monitored participation. We can't piggyback on that.)
Cost: $20.00 at the door - includes the Hilton's delicious buffet breakfast.. Please note that persons making reservations and not canceling by noon, Tuesday, June 24th, will be invoiced by the EPCFC for the program cost. Guests are always Welcome! You need not be a Member.
Reservations: Please reserve now with program committee member KIMBERLY SELIS by phone at 386-445-8900, ext 22, or by email at kselis@palmcoastlaw.com
Questions: Please call Kimberly Selis at the number above, or our President, Bill Tol, at 386-586-4214.
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