Past Events

March 7, 2024 March CGEPC Dinner Meeting: Patricia Green, CPA - SECURE Act 2.0 in Practice-a CPA's perspective
Patricia Green, CPA
February 1, 2024 February CGEPC Breakfast Meeting: Tama Klosek: Life Insurance Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value
Tama Klosek
January 18, 2024 Coral Gables EPC New Year's Opener Networking Event Sponsored by Seacoast Bank
December 7, 2023 December CGEPC Breakfast Meeting: Travis Hayes: Florida Community Property Trust Act
Travis Hayes
November 2, 2023 November CGEPC Dinner Meeting: Dolly Hernandez & Patrick Lannon: Marital Agreements and Estate Planning: How Estate Planners and Family Law Attorneys Can Work Together to Benefit the Client
Dolly Hernandez and Patrick Lannon
October 5, 2023 October CGEPC Breakfast Meeting: Steve Linde: You Don't Have to Go Broke to Grow Old; Asset Protection for the Middle Class Through Proper Medicaid Planning
Steve Linde
September 7, 2023 Coral Gables EPC Season Opener Networking Event Sponsored by Northern Trust
May 4, 2023 May CGEPC Dinner Meeting: Alan Kirschenbaum and Daniel Baron, Tax Topics & Technology Impacting High Net Worth Clientele
April 6, 2023 April CGEPC Breakfast Meeting: Louis Nostro, Twenty Things You Should Know About Funding and Administering Charitable Trusts and Foundations
Louis Nostro: Twenty Things You Should Know About Funding and Administering Charitable Trusts and Foundations
March 2, 2023 March CGEPC Dinner Meeting: Jennifer Wioncek & Patrick Lannon, Tips and Traps with Joint Trusts
Jennifer Wioncek & Patrick Lannon: Tips and Traps with Joint Trusts
February 2, 2023 February CGEPC Breakfast Meeting: Cece Hassan & David Diamond, Trends and Topics for International/Cross-Border Clients Sponsored by Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A.
Cece Hassan & David Diamond: Trends and Topics for International /Cross-Border Clients
January 18, 2023 Coral Gables EPC Happy Hour Sponsored by Fiduciary Trust International
December 1, 2022 December CGEPC Dinner Meeting: Melissa Barnhardt: Special Needs Trusts
Melissa Barnhardt: Special Needs Trusts
November 3, 2022 November CGEPC Breakfast Meeting: Juan Antunez, Florida’s New and Improved Ethics Rule 4-1.14 is an Important and much needed tool for Lawyers Representing clients with Diminished Capacity Sponsored by Fiduciary Trust International
Juan Antunez: Florida's New and Improved Ethics Rule 4-1.14
October 6, 2022 October CGEPC Dinner Meeting: Bruce Stone, The Who's Who of Grantor Trusts
Bruce Stone: The Who's Who of Grantor Trusts
September 15, 2022 Coral Gables EPC Happy Hour Sponsored by Northern Trust
May 5, 2022 CGSDEPC May Meeting-David A. Diamond President of The Northern Trust Company of Delaware
David A. Diamond President of The Northern Trust Company of Delaware
April 7, 2022 CGSDEPC April Meeting-Patrick Lannon: Is a Limited Liability Company Inheritance Agreement Enforceable?
Patrick Lannon: Is a Limited Liability Company Inheritance Agreement Enforceable?
March 3, 2022 CGSDEPC March Meeting-Richard DeNapoli: Navigating Multiple Fiduciaries: Florida Uniform Directed Trust Act And Co-Trustee Considerations
Richard DeNapoli: Navigating Multiple Fiduciaries: Florida Uniform Directed Trust Act And Co-Trustee Considerations
February 3, 2022 CGSDEPC February Meeting
Andrew "Drew" Hinkes: Cryptocurrency & Estate Planning
December 2, 2021 Alan Gassman: Creditor Nuts & Bolts followed by Chocolate & Wine Tasting
Alan Gassman
November 4, 2021 Heather Boyer Samuels: Estate Planning & Elder Law
October 14, 2021 CGSDEPC Meeting
Al Stashis
May 18, 2021 General Meeting
Patrick Lannon, Esq., Dolly Hernandez, Esq., and Mary Karr, Esq.
April 20, 2021 General Meeting
Thomas Wells, Esq. and Jennifer Okcular, Esq.
May 19, 2020 Dinner Meeting
James (Andy) Osteen, CPA
April 28, 2020 Battle of the Titans: Guardians vs. Trustees
Elizabeth Hughes, Esq. and Cady Huss, Esq.
February 25, 2020 Guardianship Case Law and Legislative Update
Stacy Rubel
January 28, 2020 The Design, Funding & Administration Of Grantor Retained Annuity Trusts
Louis Nostro, Esq. and Alexander Nostro Esq.
November 19, 2019 Gun Trusts: What’s All the Fuss?
Michael Sneeringer, Esq.
October 22, 2019 The Pot Trust and Trustee Discretion
Andrea Stone, Esq.
September 24, 2019 Common Mistakes to Avoid in International Estate Planning
Jennifer Wioncek, Esq. and Paul D'Alessandro, Jr., Esq.
May 21, 2019 Prenuptial and Postnuptial Planning Update
Sheryl Moore, Esq.
April 30, 2019 Dinner Meeting
Patrick Lannon, Esq.
February 26, 2019 The Anatomy of a Charitable Gift Agreement
Jennifer Jones, Esq.
January 29, 2019 Allocations of GST Exemption
William Keenan
November 27, 2018 Setting Trust Investment Policies to Prevent Law Suits
Marta Goldberg & Alex Bahamonde, Grove Bank & Trust
October 23, 2018 Sexual Discrimination Claims in the Workplace
Christopher D. Brown
September 25, 2018 Top 10 Pitfalls for Non-Litigators in Probate
Kai Jacobs
May 15, 2018 Dinner Meeting
Datan Z. Dorot Esq.
April 24, 2018 Dinner Meeting
Jeremy P. Leathe, Esq
February 20, 2018 Dinner Meeting
January 16, 2018 Dinner Meeting
November 28, 2017 Dinner Meeting
October 24, 2017 Dinner Meeting - Entity Asset Protection
Thomas O. Wells, Esq. from Wells & Wells, P.A.
September 26, 2017 Challenges in Protecting Clients from Financial Elder Abuse and Exploitation
Barry Nelson, Esq.
May 11, 2017 Dinner Meeting - Estate Planning with IRAs and Qualified Plans
Kristen M. Lynch, Esq - Lubell Rosen, Ft. Lauderdale Florida
February 23, 2017 Dinner Meeting - ABLE Account Planning Insights for Special Needs Individuals and their Families
Philip Herzberg, CFP®, CTFA, AEP®, MSF
January 26, 2017 Dinner Meeting - Bruce Stone, Esq. "What's going to happen to us?"
Bruce Stone Esq. - Shareholder at Goldman Felcoski & Stone P.A.
December 1, 2016 Dinner Meeting - Real Life Probate Situations
Jim Sloto, Esq. from Sloto & Diamond, PLLC
October 27, 2016 Dinner Meeting - Asset-Based Long Term Care
Alisa Bang, JD - Regional Director of Pacific Life Insurance Company
September 22, 2016 Dinner Meeting - BITCOIN, VIRTUAL CURRENCY TRANSFERS, TAXES AND THE EVOLVING LAW AND REGULATIONS
Andrew M. Hinkes Esq.
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