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2017 Estate, Tax, Legal and Financial Planning Annual Seminar

19th Annual Estate, Tax, Legal and Financial Planning Seminar on Thursday, February 9, 2017.

This seminar provides high-quality presentations about the most recent developments in the legal and financial sectors from national experts in these areas. 

The seminar offers 7 hours of continuing education credits to Attorneys, CPAs, CFPs and CTFAs. 

Florida Bar - 7 hours of general, elder law, tax law, wills trusts and estates certification credits

CFP Board - 7 hours for CFPs®

ICB - 7 hours for CTFAs

The American College’s Professional Recertification Program (formerly PACE) - 7 hours  for the following designations: Chartered Life Underwriter or CLU®, Chartered Financial Consultant or ChFC®, Chartered Advisor for Senior Living or CASL®, Chartered Leadership Fellow or CLF®, Chartered Advisor in Philanthropy or CAP®, Retirement Income Certified Professional  or RICP®, Financial Services Certified Professional FSCP®, Chartered Special Needs Consultant™, Chartered Healthcare Consultant  CHHC® and Registered Employee Benefits Consultant REBC®.

We have made every effort to qualify this seminar for 7 credit hours of continuing education through the credentialing organizations as follows: The Florida Institute of Certified Public Accountants for CPAs®, and the IMCA for the CIMA designation.  Due to the time it takes for review by these certifying organizations, Johns Hopkins All Children’s Hospital cannot guarantee a full 7 hours of continuing education credits will be available for the stated professions.  If you are short of the hours you need with a deadline close at hand, we encourage you to consider scheduling other CEU seminars to ensure that you will not come up short on the hours required for your professional license.  If you have any questions regarding this, contact Natalie Deniz at 727-767-3595 or

The event is held at Johns Hopkins All Children's Hospital and webcast in eight locations in the surrounding area.

Online registration for this event is live.

The cost for the seminar is $225 to attend at the St. Petersburg location and $175 to attend any of the off-site locations.

Learn More & Register Now

This year's topics and speakers are listed below. Speakers' presentations and materials will be available in late January 2017. Check back for the link. When you register, you will receive a username and password.

Sponsorships are available! Contact Anysia McDowall at 727-767-2953 for more information.


Please join us after the Seminar for a brief presentation by Jerome M. Hesch, who will share an inspiring presentation “Communicating Charitable Planning in an Understandable Manner”.

Jerome will discuss how when a properly structured charitable giving technique is implemented correctly, the charitable gift may not cost the donor anything out of pocket. Instead, what can be given to charity is the money the individual would have otherwise paid in Federal income taxes and estate taxes.

Come mix, mingle and network with our All Children's Hospital Foundation Dream Builders, donors, physicians, employees and potential donors, and learn more about the benefits of establishing charitable plans for your clients. In past years our seminar activities have been directed solely to our professional partners. However, this year we wanted to offer a program that is of benefit to you, your clients and potential clients.

This additional program will run from 4:35-6 p.m.

Valet and an invitation to forward to your clients will be available to you.

Overview of 2017 Seminar Sessions

Session 1

Recent Developments and Strategies
Alan S. Gassman, J.D., LL.M.

This presentation reviews current developments regarding estate planning and federal and state transfer taxation, including the Internal Revenue Service's final regulations regarding portability, the new income tax basis consistency requirements under the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, the Service's new rules regarding issuance of estate tax closing letters, and the Service's proposed regulations under Section 2704 of the Internal Revenue Code regarding valuation discounts.  The speaker also discusses drafting estate planning documents to comply with and take advantage of current transfer tax laws, and transfer tax vs. income tax basis planning.  The program also includes a review of the transfer tax and related income tax proposals in the Obama Administration's fiscal year 2017 Greenbook, and how they could affect estate and tax planning decisions if enacted.

Session 2

Charitable Giving and Avoiding Traps for the Unwary
William R. Lane, Jr.

This presentation reviews current income tax and estate tax developments regarding charitable giving, including the Internal Revenue Service's final regulations regarding the basis of non-charitable interests in charitable remainder trusts, and Rev. Proc 2016-42 issued by the Service regarding an alternative provision for a charitable remaidner annuity trust ("CRAT") to satisfy the "probability of exhaustion" test.

Session 3

Transferring Business Interests After the 2704 Buzzsaw (or Is It Really A Butterknife?)
Paul Lee, J.D., LL.M. and Turney Berry, J.D.

This session will discuss transfer tax planning strategies in view of the new 2704 proposed (or final) regulations.  Is discount planning still available?  What planning works best without discounts?  How to design effective corporate documents in the new environment will be reviewed, and tips for working with appraisers in topsy-turvy world will also be addressed.


Session 4

Retaining, Obtaining, and Sustaining Basis
Paul Lee J.D., LL.M., Turney Berry, J.D., and Jerome M. Hesch, J.D., LL.M.

High-end clients worry about the estate tax, but every client worries about the income tax.  Learn how to turn your client's poor relatives into assets, how to produce suprising savings from old and cold family trusts, and how to rearrange a family's assets to shift basis to where it needs to be.  The big, complicated, but lots of fun world of integrating income tax and wealth transfer tax planning will also be discussed.

Session 5

Do People Really Do That?
Paul Lee, J.D., LL.M., Turney Berry, J.D., and Jerome M. Hesch, J.D., LL.M.

This panel will talk about the favorite techniques the panel actually use, when they use them, when they don't, tips, tricks, and traps.  Among the discussion points will be good ways to explain ideas to clients and to motivate them to take action in the face of what seems to be omnipresent uncertainty.

Session 6

Tales from the Dark Side: Drafting Issues from the Fiduciary Perspective
Mark R. Parthemer, J.D., LL.M.

This presentation comes from the author's observations since leaving private practice to join the fiduciary side of the trusts and estate profession.  The session will compare "standard" form language with an emphasis on tax and non-tax issues to analyze how drafing efforts can substantially facilitate (or frustrate) the trustee in achieving a client's goals.  The issues addressed are all matters that have been encountered, both good and not so good.


Session 7

Recognizing and Preventing Financial Abuse of the Elderly, including the Regional FAST Program
Robert Lang, J.D.

Elder financial exploitation is an ever expanding concern for a growing number of families as the population of older adults continues to increase.  This presentation will explore issues related to elder financial exploitation, including the scope of the problem, the characteristics of the possible victims and potential perpetrators, and the warning signs to which all advisors should be alert.  Additionally, this presentation will explore the possible preventative measures that might be utilized in the planning stages as well as the remedial and punitive relief that is available once exploitation has already occurred.  

Don't hesitate to contact Lydia Bailey, Rick Thie or Natalie Deniz at 727-767-4199 or if you have any questions. 

View the 2016 Estate, Tax, Legal and Financial Planning Annual Seminar.