Part 1 - Pre-Dinner Meeting Member Speaker Forum
“PRE-DINNER MEETING MEMBER SPEAKER FORUM”
4:15 PM – 5:15 PM
Howard S. Krooks
Drafting Powers of Attorney for the
Elder Law and Special Needs Planning Client
Howard S. Krooks, JD, CELA, CAP is a New York and Florida practicing attorney certified by the National Elder Law Foundation in the areas of elder law and special needs planning (Certified Elder Law Attorney, or CELA). He is a Past President of the National Academy of Elder Law Attorneys, a Past Chair of the New York State Bar Association Elder Law Section, and currently serves as Secretary of the Florida Bar Elder Law Section. He also is a founding Principal of ElderCounsel, the premier document development software for attorneys who practice in the areas of elder law and special needs planning.
The Faberge’ Nest Egg Trust
“What if you could provide your client a vehicle by which he could (1) make a completed gift to an irrevocable trust, (2) under which he can retain a discretionary right to income and principal, (3) that is protected from the claims of your client’s creditors, (4) is not subject to the judgment of a Florida court against your client, (5) permits the trustee to revise the exercise of a discretionary power, (6) requires an unsuccessful challenger to the trust to pay your legal fees and (7) will not recognize a fee agreement that permits a challenger’s attorney to charge a fee contingent upon the amount he may collect? This vehicle does not exist in Delaware, Nevada, Alaska, or any of the other 14 DAPT (Domestic Asset Protection Trust) states. But this vehicle is available for your client.”
JEROME L. "Jerry" WOLF has more than 40 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. He is certified as a specialist/expert in Wills, Trusts & Estates law by the Board of Legal Specialization and Education of The Florida Bar, and has also been awarded an “AV” rating by Martindale-Hubbell. Jerry is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and is a founder and Co-Dean of The Florida Fellows Institute. He currently serves as a member of ACTEC’s Asset Protection Committee and Estate and Gift Tax Committee.
The Wealth Way
An Evolving Trend in How our Clients Think About Their Assets and Legacy
“There is a trending change in how financial advisors are building portfolios and presenting to clients. It's a method to prepare clients for volatile time periods and to encourage advanced planning in estate, tax, insurance, and philanthropy. Wealth Way is defined in 3 key strategies; Liquidity, Longevity, and Legacy. This philosophy requires coordination amongst the legal, accounting and insurance professionals, providing the client with a clear and distinct investment and legacy plan.”
Noah Rubin is a wealth manager at UBS, part of a team managing approximately $2 billion in fee based managed accounts. He is a former practicing CPA, a CFP®, and has an MBA. He is an approved FINRA Dispute Resolution Arbitrator and is a past president of the Florida Institute of CPAs, Atlantic Chapter. Noah lives locally with his wife, two sons, two daughters and three generations of extended family members.
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