Estate Planning 101: Trusts and Estates from Start to Finish (FL)

Audio program! (check our CLE Programs page for live versions)

This beginner level seminar walks you through the steps you need to know to have an estate planning practice. The program starts with how you should handle the initial interview and what ethical considerations may arise. Get an overview of tax issues the practitioner needs to consider when helping their clients and creating trusts.

You’ll also learn about the principal estate planning documents you need to consider for your clients when creating their trusts.

This audio program will review fiduciaries, responsibilities, and ethical considerations. Different types of Power of Attorney documents are covered, as well as Advance Health Care Directives and Funding Documents, such as Deeds and LLCs and Partnerships.

Find out the typical controversies that come up in estate planning related litigation and listen to a review of practical applications with hypothetical examples.

This program was recorded in 2015.

What You Will Learn

Initial Interview – Ethical Considerations

  • Identify Clients
  • Conflicts of Interest
  • Capacity Concerns
  • Expectations

Tax Overview

  • Transfer Tax Exemptions
  • Portability
  • Income Tax

Principal Estate Planning Documents

  • Wills
  • Trusts
  • Charitable Giving

Additional Estate Planning Documents

  • Powers of Attorney
  • Advance Health Care Directives
  • Funding Documents

Common Controversies and Litigation

  • Fiduciaries
  • Duties
  • Consistency of Fiduciaries
  • Other Considerations
  • Fiduciary Duties of Trustee
  • Fiduciary Liability
  • Accountings
  • Contests
  • Attorney Liability

Estate Planning for Service Men and Women and Their Families

  • Mortuary Issues
  • VA
  • Trusts
  • Changes in the Law
  • Tax issues
  • Residence Issues
  • Life Insurance

Testimonials

The following testimonials are from this program held in California in 2014 (different speakers, same agenda).

“Excellent!” – Mark Allen Wilson, Esq.

“Good overview of estate planning nuts and bolts.”

“Outstanding.”

“Excellent seminar for attorneys brancing out into this area of estate planning.”

“Excellent presentation.”

Faculty

 

Bart Chepenik, Esq.

Chepenik Trushin

Bart H. Chepenik, one of the firm’s founders, began his career with Arthur Andersen LLP where he spent seven years focused in that company’s state and local tax practice. Mr. Chepenik focused on on representation of and consultation to mid-size and large private and public companies in all facets of state and local taxation, including income/franchise tax planning, sales and use tax planning, state transfer tax planning, corporate restructuring planning and implementation, state tax audit representation, state tax process automation, and voluntary disclosures.

Now, Mr. Chepenik is managing partner of Chepenik Trushin LLP and represents individuals, families and businesses in a general transactional law practice, with concentration in estate planning, business succession planning, wealth preservation, asset protection planning, probate administration, trust administration, guardianship administration and corporate law.


Jacquin ‘Quin’ Gilchrist, Esq.

The Gilchrist Law Firm, P.A.

Jacquin “Quin” Gilchrist is a Trusts & Estates and Real Estate Law Attorney in South Florida.  He is the founding partner of The Gilchrist Law Firm, P.A. and the managing partner of Title Town, LLC – A Law Firm where his primary legal practices include, Estate Planning, Probate and Real Estate Law.

Prior to founding The Gilchrist Law Firm, P.A., in Coral Gables, Florida; Mr. Gilchrist spent over seven years serving in the U.S. Army as an estate planning attorney, tax attorney, prosecutor, and labor law attorney.  After honorably serving on active-duty in the U.S. Army, Mr. Gilchrist later served as an estate planning, real estate and commercial litigation attorney at several Miami-based law firms where he represented French-speaking clients at real estate closings and litigation matters including litigating appeals to the Florida Supreme Court. 

Mr. Gilchrist has combined his diverse professional experience as both a Florida attorney and military attorney serving clients all over the world to educate, assist and advise business owners, families, retirees, Service members and the military community in South Florida.  Additionally, Mr. Gilchrist is fluent in French, which has allowed him to assist French-speaking clients with legal issues related to probate actions, estate planning and real estate.  In support of Mr. Gilchrist’s passion to provide equal justice to ALL, he has dedicated countless pro bono hours advising non-U.S. citizen clients, military clients and clients within the greater South Florida community.   

Mr. Gilchrist earned his Juris Doctorate degree cum laude from the University of Florida – Levin College of Law in Gainesville, Florida and his Bachelor of Arts degree in political science from Davidson College in Davidson, North Carolina.  He is a member of the Florida Bar, American Bar Association, U.S. Tax Court, U.S. District for the Northern District of Florida, U.S. District Court for the Southern District of Florida and the U.S. Court of Appeals for the Armed Forces.  Mr. Gilchrist is an active member of the Real Property, Probate and Trust Law, and Elder Law Sections of the Florida Bar as well as the French-American Chamber of Commerce of Florida.  

In addition to supporting several local civic and religious activities, Mr. Gilchrist is also an active member of the Florida Army National Guard where he currently serves as a Judge Advocate attorney focusing his practice on estate planning for the military community and advises senior leaders on Florida law and military law. 


Sophia Lopez, Esq.
Co-Founder
FL Trusts & Estates Law Firm, LLC

Sophia A. Lopez is a Trusts & Estates and Elder Law Attorney in South Florida. She is the co-founder at FL Trusts & Estates Law Firm, LLC., where her primary focus of practice includes, Estate Planning, Asset Protection, Probate and Trust Administration and Elder Law.

Ms. Lopez has combined her considerable experience in estate and life planning with her passion to educate young adults, families, retirees, and business owners on how they can develop strategies to meet their immediate needs and future financial goals, while building multi-generational legacies. While embracing the traditional notions of estate planning, Ms. Lopez actively works with her clients to plan for the continuous changes and obstacles today families face. She addresses the specific needs of non-traditional families, single parents, co-parents, pre-retirees, retirees, singles, entrepreneurs and families with special needs, to create a customized plan that fits their needs.

Prior to her career in law, Ms. Lopez spent 10 years working as a non-profit business manager. She was also instrumental in assisting several grass root organizations provide services to the community through grants and fund raising.

Ms. Lopez earned her Juris Doctorate degree from Shepard Broad Law Center at Nova Southeastern University in Fort Lauderdale, Florida and her Bachelor’s degree in Business Administration from Florida International University. She is a member of the Florida Bar where she is an active member of the Real Property, Probate and Trust Law and Elder Law Sections. Ms. Lopez is a Class II Fellow at the Florida Bar Leadership Academy and she also serves on the Florida Bar Probate Rules Committee. She is also a member of several volunteer Bars including, the South Palm Beach County Bar Association, where she is the co-chair of the Elder Law Committee, the Haitian Lawyers Association, and Florida Association of Women Lawyers.

In addition to supporting several local civic and religious activities, Ms Lopez is an active alumni at the Shepard Broad Law Center at Nova Southeastern University. She worked as an adjunct instructor with the Critical Skills Program at the Law Center, where she currently serves as a mentor to incoming and current law students. Ms. Lopez serves on the Seventeenth Judicial Circuit Grievance Committee and is also a Certified Guardian and a child advocate for the Seventeenth Circuit Guardian ad Litem program. She is the proud mother of a daughter who serves in the U.S. Army.


Duane L. Pinnock, Esq.
Board Certified by the Florida Bar in Wills, Trusts and Estates.
Boyes and Farina

Duane L. Pinnock is Board Certified by the Florida Bar in Wills, Trusts and Estates. Board Certification is the single highest individual honor achievable by member attorneys of the Florida Bar. Less than one-third of one percent of all Florida lawyers are Board Certified in Wills, Trusts and Estates. A Florida Super Lawyers Rising Star™ in Estate and Trust Litigation, Mr. Pinnock concentrates his practice in Trusts and Estates Litigation and Administration and Estate and Tax Planning. For more than a decade he has represented beneficiaries, trustees, personal representatives and heirs. He assists clients in developing estate plans and administrating complex trusts and estates. He also represents clients in related litigation and tax court controversies.

Mr. Pinnock is a member of the Florida Bar’s Tax Section and the Real Property, Probate, and Trust Law Section. He has taught continuing education courses to attorneys regarding estate planning and continuing education courses to accountants regarding asset protection. 

Duane L. Pinnock earned his Juris Doctor from the University of Florida Levin College of Law. He also holds an LL.M. in Estate Planning from the University of Miami School of Law. Mr. Pinnock is admitted to practice in Florida, the United States District Court for the Southern District of Florida, and the United States Tax Court. View Mr. Pinnock’s qualifications for a complete list of affiliations.

Mr. Pinnock is a proud member of Alpha Phi Alpha Fraternity, Inc. When not working, the self-described sports fanatic also enjoys reading and travel.


Joshua H. Rosenberg, Esq.
Partner
Markowitz Ringel Trusty & Hartog, P.A.

Josh was born in Newton, Massachusetts and raised in Ormond Beach, Florida. He graduated from the University of Maryland at College Park in December 2000. Josh attended the University of Miami School of Law where he attained his JD in 2004. In May of 2005, Josh graduated with a Legal Masters degree from the University of Miami Heckerling Program in Estate Planning. Josh’s practice areas include estate planning and probate litigation.


Jorja Williams, Esq.

Beller Smith P.L.

Jorja M. Williams, Esq. is an associate with the law firm of Beller Smith, P.L. located in Boca Raton, Florida. She concentrates her practice in the areas of estate and trust litigation, administration and planning. Ms. Williams represents beneficiaries, trustees, personal representatives and other interested parties in will and trust contests. She assists clients in the administration of complex estates and trusts and also represents charitable organizations in seeking and maintaining their tax-exempt status.

Ms. Williams received her B.A. from the University of Florida in 2004 and a J.D. from the University of Florida Levin College of Law in 2008 with a Certificate in Estate and Trusts Practice. She went on to receive her LL.M. in Taxation from the University of Florida Levin College of Law in 2012. Prior to relocating to Boca Raton, Ms. Williams was a practicing estates and trusts attorney in Gainesville, Florida.

Ms. Williams has been a member of the Florida Bar since 2008 and is a member of The Florida Bar’s Real Property, Probate and Trust Law and Tax Sections, as well as the South Palm Beach County Bar Association and The Craig S. Barnard American Inn of Court. She is admitted to practice before all Florida State Courts and the U.S. Tax Court.


 

Fees

Audio Course and Materials Package – CD or Download: $425

CD: plus $7.50 shipping and, in CA, sales tax.

CLE Credit

CA General:  This program is approved for 6.5 CLE units in California.

FL General:  This program is approved for 8.0 CLE units and for Certification Credits in Elder Law and In Wills, Trusts and Estates, for 6.0 units through February 16, 2017.

This program is approved for Certification Credits in:

Elder LawP 6.0 Units

Wills, Trusts and Estates:  6.0 units. (valid until February 16, 2017)

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

 

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.

$425.00 each

This beginner level seminar will walk you through the steps you need to know to have an estate planning practice.  Recorded in 2015.

Clear