Private Foundations – Good Intentions Can Often Lead to Unintended Consequences

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Podcast: Play in new window | Download(Click here for presentation) As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves. Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of …

csachs7@gmail.comPrivate Foundations – Good Intentions Can Often Lead to Unintended Consequences

The Auction House Revealed: What Every Trust and Estate Professional Needs to Know About Working with Auction Houses

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Podcast: Play in new window | Download(Click here for presentation) Overview: The presentation will benefit anyone who works with high-net worth clients, handles their trust and estate matters, and/or has clients that are building or deacquisitioning a collection. The topic will explore an overview of auction houses; how auction houses, museums, dealers and appraisers determine value; and how an auction …

csachs7@gmail.comThe Auction House Revealed: What Every Trust and Estate Professional Needs to Know About Working with Auction Houses

New Standards for Managing Life Insurance as an Asset

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Podcast: Play in new window | Download(Click for presentation) Barry D. Flagg is the inventor and founder of Veralytic®, Inc., the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as …

csachs7@gmail.comNew Standards for Managing Life Insurance as an Asset

2015 Legislative Update – Hung Nguyen

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Podcast: Play in new window | Download(Click here for presenation) Hung Nguyen focuses his practice on probate, trust and guardianship law, and commercial litigation. He has lectured in the area of probate litigation and has been recognized in various publications for his legal work. Mr. Nguyen was the recipient of the Florida Bar RPPTL Fellowship for 2008-2010. He is actively …

csachs7@gmail.com2015 Legislative Update – Hung Nguyen

Comparative Analysis Florida vs. Delaware Directed Trusts – Gail Cohen

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Podcast: Play in new window | Download(Click here for presentation) Gail E. Cohen, Vice Chairman and General Trust Counsel, is responsible for overseeing Fiduciary Trust Company’s trust and estate services and client relationships. She has over 30 years of experience in the area of trusts and estates.  Ms. Cohen is a member of Fiduciary Trust’s Board of Directors and  a …

csachs7@gmail.comComparative Analysis Florida vs. Delaware Directed Trusts – Gail Cohen

Asset Protection for the Rest of Us – Patrick Lannon

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Podcast: Play in new window | Download(Click here for handout) Patrick J. Lannon is a Partner at Bilzin Sumberg and a board certified specialist in Wills, Trusts and Estates. Patrick represents individuals with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated tax planning strategies. He also assists personal representatives, trustees, …

csachs7@gmail.comAsset Protection for the Rest of Us – Patrick Lannon

U.S. Tax Considerations for Multi-Jurisdictional Family Trust Planning – Todd N. Rosenberg

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Podcast: Play in new window | Download(Click for presentation) Todd N. Rosenberg is a shareholder at Packman, Neuwahl & Rosenberg, P.A. and has been a member of the firm since 2001.  Todd is a proud graduate of the Pennsylvania State University (B.A., Political Science, 1998) and went on to receive his Juris Doctor degree from Nova Southeastern University’s Shepard Broad Law Center …

csachs7@gmail.comU.S. Tax Considerations for Multi-Jurisdictional Family Trust Planning – Todd N. Rosenberg

Estate and Income Tax Update – Jack Rosenberg

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Podcast: Play in new window | DownloadJack Rosenberg is a Tax Partner with over 30 years of experience. He specializes in tax and estate planning for high net worth individuals.  He also provides consulting and tax services to closely held businesses.   He is an active member of the American and Florida Institutes of Certified Public Accountants (AICPA and FICPA). …

csachs7@gmail.comEstate and Income Tax Update – Jack Rosenberg

Offbeat Approach to Community Property Rights – Richard Warner

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Podcast: Play in new window | Download(Click here for the handout for this presentation) Richard E. Warner is the sole shareholder of Richard E. Warner PA in Marathon. He graduated magna cum laude from the University of Miami Law School in 1979 where he served on its law review editorial board, after earning undergraduate degrees at University of South Florida …

csachs7@gmail.comOffbeat Approach to Community Property Rights – Richard Warner

Collaborative Divorce and Estate Planning – Elaine King

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Podcast: Play in new window | Download(Click here for the presentation) Elaine King works with clients to establish channels of communication, identify the specific needs of each client family and create custom solutions that will support and strengthen their wealth enterprises. Author of the two award-winning books “Family and Money Matters Next Generation” and “La Familia y El Dinero Hecho …

csachs7@gmail.comCollaborative Divorce and Estate Planning – Elaine King