Johns Hopkins All Children's Foundation

Annual Estate Planning Seminar

Each year, the Estate, Tax, Legal and Financial Planning Seminar provides up to seven hours of continuing education for attorneys, licensed insurance underwriters, certified public accountants, certified financial planners, bankers and trust officers.

Save the Date: February 11, 2021

7:45 a.m.- 4:15 p.m.

Research and Education Building
Banker’s Auditorium
600 5th Street South
St. Petersburg, FL 33701

Event Description

We will apply for continuing education credits for the following designations: Attorney, CFP, CIMA, CPWA, CPA, and CTFA as well as several from The American College Professional Recertification Program. We will also apply for CE credits in the areas of Generic, Life, Health, and Variable Insurance.

 

2020 Seminar Sessions

SESSION TIME SPEAKER TOPIC
General Registration 7:45 – 8:30am   REGISTRATION & BREAKFAST
Welcome 8:30 – 8:40am Jenine Rabin, Executive Vice President
Johns Hopkins All Children’s Foundation
 
Session 1 8:40 – 9:30am Jonathan Blattmachr, J.D., LL.M Current Development in Asset Protection: Building a New Form in Asset Protection Trust
   
Session 2 9:40 – 10:30am Sharon Klein, J.D., LL.M. Pre-and Post-Marital Planning for Marriage, Divorce and Asset Protection: Keeping Separate Property
   
Session 3 10:40 – 11:30am Lester Law, J.D., LL.M. I’m All About That Basis
   
Session 4 11:40am – 12:30pm Bruce Stone, J.D. Using Pot Trusts in Estate Planning: Pay Me Now or Pay Me Later

LUNCH
 
12:30 – 1:20 pm
Session 5 1:20 – 2:10pm Jere Doyle, J.D., LL.M. Post Mortem Tax and Estate Planning
   
Session 6 2:20 – 3:10pm Howard Zaritsky, J.D., LL.M.. The Year in Review: An Estate Planner's Perspective of Recent Tax Developments  
   
Session 7 3:20 – 4:10pm Jerome M. “Jerry”
Hesch, Esq.
Income Tax and Estate Tax Planning Techniques You May Not Be Familiar With
Closing Remarks       4:10 – 4:15 pm   Final Announcements and Closing Remarks

Questions or Credentialing

If you have questions about seminar registration or credentialing, please contact Lydia Bailey at 727-767-8914 or Lydia.Bailey@jhmi.edu, Stephanie Wilson at 727-767-4105 or Stephanie.Wilson@jhmi.edu, or Michealina Belstrom at 727-767-3595 or mbelstr1@jhmi.edu.  

Corporate Sponsorships

Corporate sponsorship opportunities are available. For information on sponsoring the seminar, please contact the Corporate Engagement Team at achcorpengagement@jhmi.edu.

Supporting Sponsors



Johns Hopkins All Children's Foundation

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