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Estate Planners Day 2019 Agenda & Topics
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Learn More about the 2019 Sessions:


  • 9 AM: Back To The Future: The Central Role of Family Governance in Today’s Estate Planning
    Presenters: 
    Peter Culver & Tom Rogerson
    Families and their advisors spend countless hours preparing their money for the family. They spend little time preparing the family for the money. The results are devastating: in 70% of cases the family wealth is gone after two generations; in 90% of cases the family wealth is gone after three generations. Join the presenters as they explore the causes of this disconnect and present their 5-step process for healthy family governance. 

  • 10:15 AM: Deeds and Misdeeds: A Sampling of Personal Residence Issues to Consider When Planning For and Administering Estates and Trusts
    Presenter: Joe La Ferlita
    This discussion will cover multiple challenges and common mishaps relating to estates and trusts that own interests in personal residences.  Although these challenges cover such diverse areas as involve tax law, corporate law, trusts and estates law, insurance law, and real estate law, the discussion will be practical in nature and geared toward the practitioner.  Some potential solutions will be explored.

  • 11:05 - 11:20 AM: Break

  • 11:20 AM: Be a Planner, Not a Gambler
    Presenters: Bob Abrams & Ellyn Kravitz
    As we age, we have a choice; we can become geriatric gamblers and do nothing to control our future; or we can establish a plan to ensure meaningful protection for ourselves and our loved ones. Gamblers choose not to establish a plan often ignoring the realities of aging to the detriment of the individual and their loved ones. Conversely, planners recognize that although they cannot prepare for every eventuality, at minimum, they can make educated assumptions about their future based on statistical possibilities, personal and family history, health and financial status, and other available information and resources. Planners and gamblers alike must acknowledge and accept the personal, health and financial challenges we all face as we age. 

  • 12:20 - 12:50 PM: Lunch


  • 12:50 - 2:20 PM: Forging Effective Client Partnerships
    Presenter: Molly Sargent
    In your sophisticated business – in which you’re selling promises as well as products – HOW your clients experience interactions with you and your people informs WHAT they trust about the solutions you offer… and the likelihood they’ll do business with you. In this workshop, you’ll hear a framework, skills and tools for expertly engaging clients in ways that immediately enhance your connection and that help you and your products and solutions to stand out in a competitive, commoditized market environment. Among the skills you’ll apply are: constructing and delivering your Eloquent Introduction; and Overcoming Resistance without losing the relationship.

  • 2:20 - 2:50 PM: Dessert with Sponsors

  • 2:50 PM: Planning for Things That Fly and Float
    Presenter: Greg Rosica
    A discussion of the structuring and tax considerations of operating private jets and yachts. Discussion of the many ways to structure, acquire and operate private aircraft and yachts for either business or personal use.  We will discuss the implications of owning and operating such assets in a regarded and disregarded entity, the implications of personal use of these assets as well as decisions to consider in light of the recent Tax Cuts and Jobs Act (TCJA).

  • 3:55 PM: Starting with a Blank Canvas…Practical Pointers on Estate Planning with Art
    Panelists: Sherri Cohen, Laura Doyle, Lauren Rocklin, and Gordon Stone

    This multi-discipline panel will examine common questions and concerns that arise when planning for, and administering, estates with fine art. The panel will discuss various practical considerations such as collection management, insurance, appraisals and valuations. The panel will also look at general planning techniques that will help build a successful legacy while simultaneously alleviating common administration problems in the future. There will also be a brief discussion on the impact of the ever-changing tax landscape on planning with works of art.

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