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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
avatar for Mark Matos, CFP®️, CLU®️, ChFC®️

Mark Matos, CFP®️, CLU®️, ChFC®️

HBKS™️ Wealth Advisors
Senior Financial Advisor
Naples, Florida Area
Friday, April 27
 

10:00 EDT

Asset Protection For The Everyday Estate Planning Lawyer: A Nuts To Bolts Review Of Asset Protection Techniques From Simple To Complex THE RITZ-CARLTON BEACH RESORT, NAPLESAlan S. Gassman • Jonathan Gopman

10:50 EDT

Break THE RITZ-CARLTON BEACH RESORT, NAPLES

11:00 EDT

Panel: Expatriation and Pre-Immigration Planning THE RITZ-CARLTON BEACH RESORT, NAPLESAlexandre M. Denault • Jonathan Gopman • Paul J. D'Alessandro, Jr.

11:50 EDT

Break THE RITZ-CARLTON BEACH RESORT, NAPLES

12:10 EDT

Using Your Wealth Planning Toolbox To Fix Your Client's Income Tax Problems THE RITZ-CARLTON BEACH RESORT, NAPLESStacy Eastland

13:20 EDT

Break THE RITZ-CARLTON BEACH RESORT, NAPLES

13:30 EDT

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 THE RITZ-CARLTON BEACH RESORT, NAPLESJerome M. Hesch

14:20 EDT

Break THE RITZ-CARLTON BEACH RESORT, NAPLES

14:30 EDT

Charitable Gifting Of Business Interests THE RITZ-CARLTON BEACH RESORT, NAPLESCristin C. Keane Dealing With Clients With Diminished Capacity And Other Litigation And Guardianship Related Issues THE RITZ-CARLTON BEACH RESORT, NAPLESHung V. Nguyen

15:20 EDT

Break THE RITZ-CARLTON BEACH RESORT, NAPLES

15:30 EDT

Drafting Issues From The Fiduciary Perspective THE RITZ-CARLTON BEACH RESORT, NAPLESMark R. Parthemer