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Thank you for your support to Ave Maria School of Law’s  Annual Estate Planning Conference. The conference includes lectures and panel discussions designed to examine current developments in estate planning and to strengthen the practitioner’s knowledge and application of estate planning techniques

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Friday, April 27
 

07:30

Registration


Friday April 27, 2018 07:30 - 08:00
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

08:00

Breakfast Opens


Friday April 27, 2018 08:00 - 04:00
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

08:15

Welcome Remarks
http://avemarialaw-estate-planning.avemarialaw.edu/session/welcome-remarks/
Dean Kevin Cieply, Marve Ann Alaimo and Kevin Carmichael, co-committee chairs


Friday April 27, 2018 08:15 - 08:30
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

08:30

Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)

Speakers
avatar for Paul S. Lee

Paul S. Lee

WEALTH MANAGER, Northern Trust
Paul S. Lee is the Global Fiduciary Strategist of The Northern Trust Company, working in Wealth Management and the Global Family & Private Investment Offices Group of Northern Trust.  He is also a Senior Vice President and Managing Director of the company.  Prior to joining Northern... Read More →



Friday April 27, 2018 08:30 - 09:45
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

09:45

Break

Friday April 27, 2018 09:45 - 10:00
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

10:00

Asset Protection For The Everyday Estate Planning Lawyer: A Nuts To Bolts Review Of Asset Protection Techniques From Simple To Complex

Speakers
avatar for Alan S. Gassman

Alan S. Gassman

Partner, Gassman Law Associates, P.A.
Alan S. Gassman is a practicing lawyer and author based in Clearwater, Florida. Mr. Gassman is the founder of the firm Gassman Law Associates, P.A., which focuses on the representation of physicians, high net worth individuals, and business owners in estate planning, taxation, and... Read More →
avatar for Jonathan Gopman

Jonathan Gopman

Chair, Trusts and Estates Practice, Akerman LLP
Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their... Read More →


Friday April 27, 2018 10:00 - 10:50
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

10:00

Wills And Estates In A Digital Age

Speakers
avatar for Peter Lown

Peter Lown

Director Emeritus
Peter Lown has an LL.B. (Honours) from the University of Glasgow and a Masters degree from the University of Saskatchewan. He joined the Faculty of Law at the University of Alberta in 1969. He was admitted to the Alberta Bar in 1973. In 2004 Professor Lown retired from the University... Read More →



Friday April 27, 2018 10:00 - 10:50
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

10:50

Break

Friday April 27, 2018 10:50 - 11:00
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

11:00

Family Dynamics: Can't We All Just Get Along?

Speakers
avatar for Ted Simpson

Ted Simpson

Wealth Advisor, Wells Fargo Private Bank office
Ted Simpson is a Wealth Advisor located in the Naples, Florida, Wells Fargo Private Bank office. Mr. Simpson is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying each client’s unique goals then coordinating a team of specialists... Read More →



Friday April 27, 2018 11:00 - 11:50
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

11:00

Panel: Expatriation and Pre-Immigration Planning

Speakers
avatar for Alexandre M. Denault

Alexandre M. Denault

Partner, Akerman LLP
Alex is a tax lawyer practicing at Akerman LLP in Miami, Florida. He focuses his practice on international and domestic transactional tax matters. His practice includes advising high-net-worth individuals with regard to estate and trust planning, expatriation tax planning, wealth... Read More →
avatar for Jonathan Gopman

Jonathan Gopman

Chair, Trusts and Estates Practice, Akerman LLP
Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their... Read More →
avatar for Paul J. D'Alessandro, Jr.

Paul J. D'Alessandro, Jr.

Associate, Tax, Akerman LLP
With an emphasis on international taxation and estate planning, Paul D’Alessandro advises clients on matters such as federal income and transfer taxation of nonresident alien individuals, entity classification, pre-immigration issues, inbound and outbound tax planning, and the restructuring... Read More →



Friday April 27, 2018 11:00 - 11:50
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

11:50

Break

Friday April 27, 2018 11:50 - 12:10
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

12:10

Using Your Wealth Planning Toolbox To Fix Your Client's Income Tax Problems

Speakers
avatar for Stacy Eastland

Stacy Eastland

Managing Director, Goldman Sachs & Co.
Stacy joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques.Prior... Read More →



Friday April 27, 2018 12:10 - 13:20
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

13:20

Break

Friday April 27, 2018 13:20 - 13:30
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

13:30

Communicating Charitable Giving In An Understandable Manner: How To Show A Potential Client That The Amount Passing To A Charity Need Not Cost The Client Anything

Speakers
avatar for Jerome M. Hesch

Jerome M. Hesch

Jerome M. Hesch serves as a tax and estate planning consultant for lawyers and estate planning professionals throughout the country and is Special Tax Counsel to Oshins & Associates in Las Vegas Nevada. He is the Director of the Notre Dame Tax and Estate Planning Institute, on the... Read More →



Friday April 27, 2018 13:30 - 14:20
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

13:30

The Hatfields & The McCoys: Pitfalls When Planning Devises Of Real Estate

Speakers
avatar for Marve Ann Alaimo

Marve Ann Alaimo

Partner, Porter Wright
OverviewMarve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation... Read More →



Friday April 27, 2018 13:30 - 14:20
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

14:20

Break

Friday April 27, 2018 14:20 - 14:30
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

14:30

Charitable Gifting Of Business Interests

Speakers
avatar for Cristin C. Keane

Cristin C. Keane

Shareholder, Carlton Fields Jorden Burt, PA
Cristin Keane is a shareholder at Carlton Fields in Tampa, a past Chair of the Florida Bar Tax Section, and Florida Bar Board Certified in Tax Law.  Cristin practices in the areas of business and tax law, tax exempt organizations, and wealth preservation planning, particularly with... Read More →



Friday April 27, 2018 14:30 - 15:20
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

14:30

Dealing With Clients With Diminished Capacity And Other Litigation And Guardianship Related Issues

Speakers
avatar for Hung V. Nguyen

Hung V. Nguyen

Shareholder, Nguyen Law Firm
Hung V. Nguyen is a shareholder at The Nguyen Law Firm where he focuses on probate, trust and guardianship law. In addition, he is a Florida Supreme Court Certified Circuit Civil Mediator. Prior to founding The Nguyen Law Firm, he was the managing partner at a boutique law firm.  Hung... Read More →



Friday April 27, 2018 14:30 - 15:20
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

15:20

Break

Friday April 27, 2018 15:20 - 15:30
THE RITZ-CARLTON BEACH RESORT, NAPLES 280 Vanderbilt Beach Rd, Naples, FL 34108 US

15:30