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Estate Planners Day 2016 Speaker Information
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ESTATE PLANNERS DAY 2016


About the Speaker and the Topic


Should I Stay or Should I Go (to Florida): What Every New Yorker Needs to Know

Summary:  Every person has a domicile.  This rarely considered fact has far-reaching consequences including where and how an individual is taxed (both for income tax purposes and for estate/gift tax purposes) and the impact on an individual’s estate plan.  This presentation will discuss the problems that may arise when changing domicile from New York to Florida with a focus on the factors to consider when changing domicile and the steps to take to actually effectuate the domicile change.  Finally, this presentation will discuss audit risks and the estate planning consequences of changing domicile from New York to Florida.     

Speaker: David Pratt

David Pratt is the managing partner of Proskauer Rose LLP’s Boca Raton office and Chair of the Firm’s Private Client Service Department.  David counsels high net worth individuals and families with respect to estate, gift and generation-skipping transfer tax reduction strategies, and trust and estate planning.  He also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues.

   

Appraisers: Valuation Panel

Panelists:


 

Stephanie Loomis-Price is a shareholder in Winstead’s Wealth Preservation Practice Group. Stephanie handles federal gift and estate tax litigation against the Internal Revenue Service across the country, as well as state fiduciary and probate controversy work in Texas courts.  She also counsels clients regarding complex estate administration.  


  

 


Scott Nammacher
is an Accredited Senior Appraiser (ASA) of the American Society of
 Appraisers and a Managing Director of Empire Valuation Consultants, LLC., where he has worked since 1992. He is also a CFA charter holder.  He has valued a wide variety of publicly and privately-held companies for acquisitions, share repurchases, estate and gift tax reporting, recapitalizations, and general corporate planning purposes.

 


Dan Kerrigan 
has over fifteen years and corporate finance experience.  As head of the firm’s transaction and advisory practice, Dan oversees MPI’s sell-side and buy-side M&A activities and fairness opinion services.  The advisory and valuation engagements conducted by Mr. Kerrigan have also been used to analyze potential liquidity options available to owners of middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.  He has extensive experience in a wide range of industries, including food and beverage, business services, financial institutions, consumer products, manufacturing, distribution and aerospace/defense.  Dan has appeared as an expert witness in U.S. Tax Court and in other proceedings.

 


Lance Hall 
is Co-Founder and President of FMV Opinions, Inc., the nation’s largest estate and gift tax valuation firm. Mr. Hall 
also supervises the firm’s New York office. A prolific author and expert witness, Mr. Hall is a highly sought after speaker known for his exciting, dynamic and informative presentations. His media interviews and appearances include: Fox Business Live, Los Angeles Times, The Wall Street Journal, Business Week, CNBC “Squawk on the Street,” and Bloomberg BusinessWeek (online).




 

Estate Planning in the Digital Age: How the Revised Uniform Fiduciary Access to Digital Access Act Will Help

Summary: Our clients lead increasing virtual lives, which are becoming less and less secure. Technology provider policies and federal and state laws have not kept pace with this trend. Learn how the Revised Uniform Fiduciary Access to Digital Assets Act (“Revised UFADAA”) will enable individuals and fiduciaries to protect, preserve and access digital assets, and how estate planners can best assist them. 

Speaker: Suzanne Walsh



Suzanne Brown Walsh is a Partner at Murtha Cullina LLP, a large regional law firm with multiple offices in Connecticut and Massachusetts. She holds a Bachelor of Science Degree from Boston University and a Juris Doctor from Suffolk University Law School. Ms. Walsh represents clients in the areas of estate and tax planning, planning and administering trusts and estates for individuals with special needs, trust modifications, trustee changes and estate and trust administration. She is one of Connecticut’s Uniform Law Commissioners.

  

 

Environmental, Social and Governance (ESG) Issues in Investing: Landscape and Trends

Summary: This presentation outlines the evolution of the incorporation of ESG considerations in investing form the early initiatives that have evolved from a religious perspective to the current focus on Sustainability. These issues are increasingly part of the consideration of Millennials, Family Foundations, Endowments and Faith-based organizations. The discussion touches on alternative approaches to incorporating such issues and walks through one framework as an illustration.

Speaker: Mamundi Subhas


Mamundi (MG) Subhas, CFA, Senior Vice President, joined the firm in 2001. MG is an Associate Portfolio Manager
 of the Core Equity and SRI strategies. Prior to joining the firm, he was a managing director at Moody’s Investor Service and a vice president at WEFA Group and Prudential Securities. MG Subhas also held positions at Monchik Weber, STSC, Inc. and Interactive Data Corp., where he spent seven years. He began his career in 1974 as an economist at Louis Berger International. He received a BS and an MBA from the University of Pittsburgh. MG Subhas has been awarded the Chartered Financial Analyst designation. 

 

What's New and Not So New In Will Contests

Summary: Terry will lead attendees on a journey nearly 170 years back in time to discuss his discovery of his family's path to freedom through his great-grandfather's 1846 last will and testament which emancipated his fourth great-grandmother, their eight children and six grandchildren from slavery. He will also discuss the will contest that nearly kept the family in brutal slavery and what's new and not-so-new in estate litigation. 

Speaker: Terrance Franklin

Terrence M. Franklin, Partner at Sacks Glazier Franklin & Lodise, is a seasoned attorney with more than two decades of experience handling trust and estates litigation, disputes and appeals and probate and estate administration. His breadth of experience underscores the firm's long-standing reputation and the reason clients turn to the firm for complex cases involving significant dollar amounts. Mr. Franklin has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought before the California Supreme Court. 16 Cal. 4th 1124. An active member of the trusts and estates legal community, he serves on the Board of Regents of the American College of Trust and Estate Counsel (ACTEC), as well as the Diversity Task Force, where he is committed to increasing the membership among diverse and minority lawyers.

 

Same-Sex Marriage & Estate Planning: Nope, It's Not Over Yet!

Summary: This presentation will discuss, (1) a brief discussion of the Marriage “Quandary” leading into the 2013 United States Supreme Court (the “Supreme Court”) decisions in Windsor v. United States and Hollingsworth et. al. v. Perry et. al.; (2) the effect of Windsor on federal law; (3) the post-Perry status of the national and state recognition of same-sex marriage leaving into the 2015 Supreme Court decision in Obergefell et. al. v. Hodges et. al.; and (4) the effect of Obergefell on state law and the unforeseen repercussions of unconstitutionality.

Speaker: George Karibjanian

George D. Karibjanian is a senior counsel in the Private Client Services Department. George is Board Certified by the Florida Bar in Wills, Trusts & Estates and is a fellow in the American College of Trust and Estate Counsel. George earned his B.B.A. in Accounting from the University of Notre Dame in 1984, his J.D. from the Villanova University School of Law in 1987, and his LL.M. in Taxation from the University of Florida in 1988. George has spent his entire legal career in South Florida (over 27 years), practicing exclusively in the areas of estate planning and probate and trust administration and also representing numerous clients with respect to nuptial agreements. George has participated in over 100 formal presentations, either individually or as part of a panel discussion, to national, state-wide and local groups, or as part of  and has over 50 publication credits in national and regional periodicals and journals

  

Spousal Limited Access Trusts: A Flexible Tool for a New World

Summary: In today’s new world of uncertainty the most attractive planning opportunities center around the idea of “flexibility” - strategies which preserve a client's control and accommodate future changes in their personal and financial circumstances, including future tax law changes. Depending upon the client’s circumstances, needs, planning objectives and concerns, he or she may wish to consider a Spousal Limited Access Trust (“SLAT”) to afford greater flexibility, access and control, as well as additional tax and non-tax advantages. 

Speaker: Meg Muldoon



Meg Muldoon is an Assistant Vice President of Advanced Sales with the Penn Mutual Life Insurance Company. In her position, she offers comprehensive case design, technical, marketing, and educational support to Penn Mutual’s field management, producers, independent broker dealer partners, and third party professional advisors on matters pertaining to estate and charitable planning, business succession planning, selective employee benefits, and qualified retirement plan distribution strategies.
 

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