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DTSTART:20241112T213000Z
DTEND:20241112T223000Z
LOCATION:Woodfield Country Club, 3650 Club Pl, Boca Raton, FL 33496
UID:2625220241112T213000ZPre-Dinner Meeting Member Speaker Forum 
DTSTAMP:20260422T083356Z
DESCRIPTION:\nPRE-DINNER MEETING MEMBER SPEAKER FORUM\n \n4:30 PM – 5:30 PM\n\n\n \nTopics and Speakers:\n \n1. Wealthy, but Not Rich Presented by Michael Wargon, Day Pitney\n \nEstate and income tax planning for clients of moderate wealth in light of the expiring exemption.  Issues discussed will include the Sunset Provisions, basis step-up considerations, avoiding donor remorse after gifting, and planning for single and married couples.  \n \n2. Asset Protection Planning Basics and How They Integrate with Estate Planning Presented by Hillel Presser, The Presser Law Firm\n \nDiscussion will explore why asset protection is so important, including how to protect your assets while living and through your estate plan.  \n \n3. Using DAPT’s to Take Advantage of the Current Exemption Presented by Seth Kaplan, Meltzer Lippe\n \nProgram will discuss (I) planning for clients who want to use their exemption and still have access to their assets, (II) the negatives of SLAT’s including divorce, premature death, and tax issues, and  (III) use of favorable trust jurisdictions for administrative flexibility, and greater protection from fraudulent conveyances, for fiduciaries and for assets.  \n
SUMMARY:Pre-Dinner Meeting Member Speaker Forum  - Greater Boca Raton Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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