CORAL GABLES / SOUTH DADE ESTATE PLANNING COUNCIL

Join us for an in-person Breakfast Meeting!

Doors open at 8:30 a.m. for networking and mingling.
Our breakfast buffet and featured presentation will begin promptly at 9:00 a.m.

SPEAKER:

Patrick J. Lannon - Shutts

SPONSORED BY:

ADDITIONAL INFORMATION

Instructional Delivery Method: Group Live

CLE Credit: 1.0 hour

CPE Credit: 1.0 hour

Field of Study: Estate Planning

Program Level: Intermediate

Prerequisites: Basic understanding of Estate Planning

Advance Preparation: None

Registration: https://www.coralgablesepc.org/events/event/28540

Attendance Requirements: In-person attendance; sign-in required

Cost: Members – No charge; Guests – $70

Program Description

This live CPE program explores key tax and legal considerations for structuring real estate investments in the United States, with a focus on foreign investors. Attendees will gain insights into common pitfalls, entity selection, FIRPTA compliance, and cross-border planning strategies. The session includes real-world case studies and interactive polling to reinforce learning.

Learning Objectives

• Identify common mistakes in structuring an Estate Plan.

• Evaluate options of Estate Planning.

• Identify Asset Protection Strategies.

• Recognize why Estate Planning is the best option for you.

Administrative Policies

Refund/Cancellation Policy: Guest fees are non-refundable unless cancellation is received by February 4, 2026.

Complaint Resolution Policy: For concerns, please contact the Program Chair at info@coralgablesepc.org.

Attendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.

NASBA Sponsor Statement

Coral Gables Estate Planning Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Engagement Element

This program includes a live polling activity during the presentation to assess participant understanding and encourage reflection on key concepts.