FL Specific

Trusts, Estates & Probate

Live Online

Estate Planning in Florida: From A to Z

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Catherine Byron-Velazquez
Rhonda Steller
Andrés Hernández Lossada
Audra Simovitch
Andrew Gilliland
Michael Norvell
With Catherine A. Byron-Velazquez from C. Byron Law, PLLC + 5 others

Fri, Dec 04, 00:00 AM – 00:00 PM

Product ID 102475

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Course Includes
$489

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OnDemand content will be available within 7 days of event date.

Overview

Get Critical Tools for Shaping Your Clients' Legacies

This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!

  • Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
  • Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
  • Prevent POA abuse through wise choice of proxy and careful drafting.
  • Help clients plan for medical decision-making and diminishing capacity.
  • Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
  • Spot common mistakes that will land you in hot water in joint representation of spouses.

Abbreviated Agenda

  1. Essential Will and Trust Drafting
  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
  3. Special Needs Trusts and Medicaid Planning
  4. Essential Tax Tactics
  5. Financial and Medical Decision-Making, Guardianships
  6. Probate in a Nutshell: What to Expect
  7. Legal Ethics

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102475

Credit Details

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Essential Will and Trust Drafting

    1. Client Intake and Crafting the Overall Plan
    2. Wills vs. Trusts
    3. Top Trusts to Use
    4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses

  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

  3. Special Needs Trusts and Medicaid Planning

    1. Medicaid Eligibility Criteria
    2. Medicaid Planning Tools
    3. Types of Special Needs Trusts
    4. Essential SNT Provisions
    5. Preserving Benefits
    6. ABLE Accounts

  4. Essential Tax Tactics

    1. Current State and Federal Tax Rates and Exclusions
    2. Tax Tactics for Small vs. Large Estates
    3. Valuation of Assets
    4. Taxation and Tax Consequences of Trusts

  5. Financial and Medical Decision-Making, Guardianships

    1. Choosing the Right Proxies
    2. "Dangerous" Powers
    3. Adult Guardianships
    4. Medical POAs and Advance Directives

  6. Probate in a Nutshell: What to Expect

  7. Legal Ethics

    1. Who Is Your Client?
    2. Conflicts of Interest
    3. Joint Representation of Spouses
    4. Client Capacity
    5. Effective Communication
    6. Practicing Before the IRS
    7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
    8. Preventing UPL

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Catherine A Byron-Velazquez
Catherine A.
Byron-Velazquez
C. Byron Law, PLLC
Rhonda D Steller
Rhonda D.
Steller
Medicaid Planning & Resource Center, Law Firm, PLLC
Andrés J Hernández Lossada
Andrés J.
Hernández Lossada
Saltiel Law Group
Audra Simovitch
Audra
Simovitch
Astor Simovitch Law
Andrew W Gilliland
Andrew W.
Gilliland
Gilliland Law
Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Speaker bio
Catherine A Byron-Velazquez

Catherine A. Byron-Velazquez

C. Byron Law, PLLC
Catherine Byron-Velazquez

is an attorney with the law firm of C. Byron Law, PLLC, in West Palm Beach. She practices in the areas of real estate, estate planning, and estate and trust administrations. Ms. Byron-Velazquez earned her J.D. degree from Nova Southeastern University Shepard Broad College of Law.

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Speaker bio
Rhonda D Steller

Rhonda D. Steller

Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda Steller

is the manager at Medicaid Planning & Resource Center, Law Firm, PLLC in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

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Speaker bio
Andrés J Hernández Lossada

Andrés J. Hernández Lossada

Saltiel Law Group
Andrés Hernández Lossada

is Lead Counsel at Saltiel Law Group, where his practice includes corporate law, international tax and estate planning for domestic and foreign high net worth individuals, and assisting with fully compliant structures, both domestically and abroad, as well as providing succession planning solutions considering tax challenges of global wealth. He has experience advising high net worth individuals and their families on cross-border wealth, investments, and estate planning concerns with particular focus on issues arising from civil law and common law application. Mr. Hernandez also has significant experience advising individuals and fiduciaries in estate, trust, and probate administration, and representing clients on tax controversy matters before the IRS, including streamlined filing compliance procedures. He earned his Abogado LL.B. equivalent from Universidad Católica Andrés Bello, Caracas, Venezuela, his LL.M. degree and Certificate in business administration from Northwestern University School of Law and Kellogg School of Management, his LL.M. degree in taxation from Northwestern University School of Law, Chicago, Illinois and his J.D. degree from Emory University School of Law, Atlanta, Georgia. Mr. Hernandez is a member of the Florida Bar (member, Tax Law Section), American Bar Association and the Society of Trust and Estate Practitioners (STEP).

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Speaker bio
Audra Simovitch

Audra Simovitch

Astor Simovitch Law
Audra Simovitch

is a founding partner of Astor Simovitch Law. She practices elder law, estate planning and guardianship. Ms. Simovitch earned her J.D. degree from Nova Southeastern University, Shepard Broad College of Law and her LL.M. degree in taxation from Boston University School of Law. She is licensed to practice law in Florida and Massachusetts, and before the Florida Southern District Bankruptcy Court and Massachusetts Bankruptcy Court.

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Speaker bio
Andrew W Gilliland

Andrew W. Gilliland

Gilliland Law
Andrew Gilliland

is a sole practitioner and owner of Gilliland Law with offices in Riverside, California and Carlsbad, California. He loves working with clients to resolve their planning needs focusing his practice on estate planning, probate, and guardianship. Mr. Gilliland has a diverse background in working with clients in estate planning, business and taxation. He is licensed to practice in California and Utah. Mr. Gilliland earned his B.A. degree from Brigham Young University, his J.D. degree from the University of Utah S.J. Quinney College of Law and his LL.M. degree in taxation from the Fredrick G. Levin College of Law at the University of Florida.

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Speaker bio
Michael C Norvell

Michael C. Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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