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DTSTART:20260205T133000Z
DTEND:20260205T150000Z
LOCATION:The Palace Coral Gables  One Andalusia Avenue, Coral Gables, FL 33134
UID:2854020260205T133000ZFebruary Breakfast Meeting: Optimizing Estate Planning with Asset Protection Strategies
DTSTAMP:20260527T202540Z
DESCRIPTION:\nJoin us for an in-person Breakfast Meeting!\n \nDoors open at 8:30 a.m. for networking and mingling.\n Our breakfast buffet and featured presentation will begin promptly at 9:00 a.m.\n \nSPEAKER:\n \n[Patrick J. Lannon](https://www.shutts.com/professionals-patrick-j-lannon) - [Shutts](https://www.shutts.com/)\n \n\n \n \n \nSPONSORED BY:\n \n[](https://premierhcservices.com/)\n \n \n \nADDITIONAL INFORMATION\n \nInstructional Delivery Method: Group Live\n \nCLE Credit: 1.0 hour\n \nCPE Credit: 1.0 hour\n \nField of Study: Estate Planning\n \nProgram Level: Intermediate\n \nPrerequisites: Basic understanding of Estate Planning\n \nAdvance Preparation: None\n \nRegistration: https://www.coralgablesepc.org/events/event/28540\n \nAttendance Requirements: In-person attendance; sign-in required\n \nCost: Members – No charge; Guests – $70\n \nProgram Description\n \nThis 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.\n \nLearning Objectives\n \n• Identify common mistakes in structuring an Estate Plan.\n \n• Evaluate options of Estate Planning.\n \n• Identify Asset Protection Strategies.\n \n• Recognize why Estate Planning is the best option for you.\n \nAdministrative Policies\n \nRefund/Cancellation Policy: Guest fees are non-refundable unless cancellation is received by February 4, 2026.\n \nComplaint Resolution Policy: For concerns, please contact the Program Chair at info@coralgablesepc.org.\n \nAttendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.\n \nNASBA Sponsor Statement\n \nCoral 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.\n \nEngagement Element\n \nThis program includes a live polling activity during the presentation to assess participant understanding and encourage reflection on key concepts.\n
SUMMARY:February Breakfast Meeting: Optimizing Estate Planning with Asset Protection Strategies - Coral Gables / South Dade Estate Planning Council 
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