Events
2020 Annual Meeting
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- This event has passed.
When: March 4, 2020 – March 8, 2020
Professional Program Materials
- Loose Lips Might Sink Ships – The Ethics of Disclosures and Testimony by Estate Planners: Tips, Tools and Trade Secrets
- Thinking of Naming a Foreign Person as a Fiduciary? Think Twice. Beneficiaries Living Abroad?
- When ART and 23andMe® Shake the Family Tree: Updating Estate Plans for Changing Families
- Lawyer Well-being — Forrest Gump and the Practice of Law: Did you know that Stress Reducing Techniques for Lawyers are also Life Enhancing Strategies?
- Retirement and Estate Planning after the SECURE Act
- Just Because You Are Still Alive Doesn’t Mean You Cannot Probate Your Will: Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique
- Uniform Prudent Management of Institutional Funds Act (UPMIFA) Conundrums: Issues in Making and Managing Charitable Gifts
- Having Your Cake and Eating it, Too – Transfer Planning for the Moderate ($11 Million+) Estate
- What You Don’t Know Can Hurt You: The Impact of Unconscious Bias on the Practice of Law (Elimination of Bias/Ethics)
- Hot Topics
Committee Meeting Materials
- Artificial Intelligence: La Quinta, CA (2019 Annual)
- Asset Protection: Boca Raton, FL (Annual 2020)
- Board of Regents: La Quinta, CA (2019 Annual)
- Business Planning: Boca Raton, FL (Annual 2020)
- Bylaws and Manuals: La Quinta, CA (2019 Annual)
- Charitable Planning: Boca Raton, FL (Annual 2020)
- Communications: Boca Raton, FL (2020 Annual)
- Digital Property: Boca Raton, FL (Annual 2020)
- Elder Law: Boca Raton, FL (Annual 2020)
- Employee Benefits: Boca Raton, FL (Annual 2020)
- Estate and Gift Tax: Boca Raton, FL (Annual 2020)
- Family Law Task Force: Boca Raton, FL (Annual 2020)
- FATF Task Force: Boca Raton, FL (Annual 2020)
- Fiduciary Income Tax: Boca Raton, FL (Annual 2020)
- Fiduciary Litigation: Boca Raton, FL (Annual 2020)
- International Estate Planning: Boca Raton, FL (Annual 2020)
- Legal Education: Boca Raton, FL (Annual 2020)
- Practice: Boca Raton, FL (Annual 2020)
- Professional Responsibility: Boca Raton, FL (Annual 2020)
- State Chairs Steering: Boca Raton, FL (Annual 2020)
- State Chairs: Boca Raton, FL (2020 Annual)
- State Laws: Boca Raton, FL (Annual 2020)
- Tax Policy Study: Boca Raton, FL (Annual 2020)
- Technology in the Practice: Boca Raton, FL (Annual 2020)