Scott Brown, Chief Economist, Senior Vice President – Equity Research, Raymond James & Associates |
Time: 30 minutes
Topic: Economic Conditions ~ What to Consider for Planning Recession and Recovery, Financial Crisis, Policy Efforts, Economic Outlook, Consumer Spending, Employment, Business Investment Fed Policy, Inflation Outlook, Budget Issues: short-term & long-term Outlook for Bond Yields, The Dollar Risks and Uncertainties |
Michael Carris, J.D. CFP®, Regions Morgan Keegan Trust Company
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Time: 30 minutes
Topic: Planning for Unique Family Members: The Basics of Special Needs Trusts
*What are Special Needs Trusts?
*Public Benefits Involving Special Needs Trusts
*Different Types of Special Needs Trusts
*Uses for Special Needs Trusts
*Special Needs Trusts Forms |
Michael J. Faehner, Esquire, M. Faehner, Esq., LLC
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Time: 50 minutes
Topic: Ethics
Mr. Faehner will be doing an interactive ethics presentation in which participants from a cross range of professions (attorneys, CPA’s, financial advisors, insurance professionals, trust officers) will break out into a series of smaller groups with a fact pattern that will raise specific ethical and moral issues for the professionals. After a brief introduction, (5 minutes), the groups will be given about 15 minutes to discuss the fact pattern to be able to identify the specific issues which are raised. Mr. Faehner will then lead the groups in a general session for the remainder of the time (35-45 minutes) discussing the issues. The scenario will be addressing the following broad based ethical issues: Competence, Conflict of Interest, Client under Disability, Unlicensed Practice of Law and Accounting, Fee Sharing |
D. “Rep” DeLoach, III Esquire, Board Certified in Elder Law, DeLoach & Hofstra, P.A. |
Time: 30 minutes
Topic: Planning for Furry Family Members ~ Considerations for Creating Pet Trusts
*Florida Statute: 736.0408 Trust for Care of an Animal
*Will My Client Pay for That?
*Pet Trust Forms and Administration |
Tracy Christner, Executive Director Project Grace |
Time: 30 minutes
Topic: Advance Directives ~ What is in the Best Interest of Your Client?
*Why do we need them?
*Informed decision making
*Your client’s culture, experiences, values and goals for care affect their choices
*Communication is the key
*Healthcare surrogates
*Not making a decision is making a decision
*How advance care planning can improve service to your client without costing you a dime |
Linda Suzzanne Griffin, P.A.
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Time: 50 minutes
Topic: Practical Charitable Planning: Examples that don’t require you to be a tax expert
The “ABCs” of CRATs, CRUTs, CLATs, CLUTs, PIFs & NIMCRUTS.
Is the Alphabet Really That Difficult?
How to Provide for Your Furry Friends!
Why Would a Client Want to Give to SPCA and other Charitable Entities?
*Social mores
*Love of Animals
*Income Tax deductions
*Estate tax deductions
*Gift tax deductions
*Generation skipping transfer tax deductions
What Can a Client give and Which Items Are Preferable?
Where Does a Client Provide for Such Gifts?
Charitable non-trust vehicles: • Outright inter vivos gift • Outright testamentary gift • Charitable Gift Annuity
Charitable Trust Vehicles: • Charitable Remainder Trust (CRT) • Charitable Remainder Annuity Trust (CRAT) • Charitable Remainder Unitrust (CRUT) • Charitable Lead Trust (CLT) • Charitable Lead Annuity Trust (CLAT) • Charitable Lead Unitrust (CLUT) • Pooled Income Fund
When Should Clients be Giving?
How Should Clients be Giving? |