Program Materials and CLE
PROGRAM MATERIALS
March 28, 2022 Estate Planning for the LGBTQ+ Community ~ Timothy C. Martin, Esq.
February 28, 2022 Socially Responsible Investing ~ Kit MacNee
January 24, 2022 Tax Update with PDR ~ PDR CPAs
December 2021 - The Digital Afterlife -- A Look at Digital Property and the Impact on Client Portfolios ~ Lee Poskanzer, Directives Communication Systems
October 21, 2021 - Transition by Design: Successful Succession of the Privately Held Business and Wealth ~ Susan P. Rounds
September 20, 2021 - Medicare, Medicaid and Long Term Care Updates ~ Linda Chamberlain
September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications
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October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration
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- CLE 10-8-2020 Florida Bar.pdf
- Powerpoint - Year-End Planning in 2020 - Incuding Planning for a Biden Administration.pdf
November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning
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- CLE 11-12-2020 Florida Bar.pdf
- Powerpoint - The Central Role of Family Governance in Today's Estate Planning.pdf
December 3, 2020 - Purposeful Planning Institute - Difference Between Traditional and Purposeful Planning
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January 25, 2021 - 2020 Tax Update and Beyond
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February 10, 2021 - Catching the Legacy Wealth Wave
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March 22, 2021 - Trust Panel Discussion
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April 26, 2021 - Direction Memo: The Importance of a Letter of Instruction in Modern Estate Planning
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