WEDU PBS and the Community Foundation of Tampa Bay held the 11th Annual Estate & Tax Planning Seminar with continuing education credits on September 22, 2016. Noted experts provided the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients.

Held Thursday, September 22, 2016
at the WEDU PBS Berkman Family Broadcast Center

2016 theme: “It’s All About Trust”

Speakers

Bryan Clontz

KEYNOTE
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP

Bryan serves as the president and co-founder of Charitable Solutions, LLC. He has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds. He has given more than 400 presentations on financial planning and planned giving topics and has been published in an international insurance textbook.

Keynote Topic: Creative Charitable Life Income and Lead Trust Planning with Noncash Assets

Non-cash assets such as real estate, closely held stock, collectibles, etc., are estimated to be a $40-60 trillion market.  Yet non-cash assets represent less than 5% of all charitable gifts.  Bryan Clontz will cover the advantages and disadvantages of donating these assets to life income vehicles like charitable trusts and gift annuities as well as unique opportunities with charitable lead trusts. This highly interactive session will discuss a number of hard-to-believe stories to illuminate the key points.

Lauren Y. Detzel

REGIONAL
Lauren Y. Detzel

Lauren is chair of the firm’s Estate and Succession Planning Department at Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. in Orlando, Florida. Ms. Detzel is Board Certified in Wills, Trusts and Estates by the Florida Bar. She is a former Chair of the Tax Section and the Certification Committee for Wills, Trusts, and Estates, both of the Florida Bar. She is the 2005 recipient of the Gerald T. Hart Outstanding Tax Attorney of the Year award presented by the Florida Bar. She currently is a member of the Executive Council for both the Tax and the Real, Property, Probate and Trust Law Sections of the Florida Bar. Ms. Detzel graduated from the University of Florida College of Law, where she has also served as an adjunct professor for the Graduate Tax Program since 1989, teaching the Estate Planning course and an Ethics Seminar. Ms. Detzel is a Fellow of the American College of Trust and Estate Counsel where she is an immediate past Chair of the Asset Protection Committee and a member of the Estate and Gift Tax Committee. She has been recognized by Best Lawyers, Chambers, Florida Trends and Superlawyers. Ms. Detzel has written and spoken extensively in the estate planning and transfer tax areas.

Regional Topic: Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences

Panel Discussion

“S” Considerations in Estate and Trust Planning Panel

Panel discussion moderated by James Schmidt

Panelists included: Les Barnett, Drew LaGrande and John Maceovsky

The panel featured an in-depth discussions on various current topics regarding estate and trust planning for S corporations.  The initial discussion was on general topics such as state law definition of income for pass-through entities,  QSST and ESBT elections and definitions and related S corporation issues related to post-death planning.  Additional topics included the use of S corporations for CLATS, S corporation for public charities, use of grantor trusts and related post-death issues for grantor trusts.

 

Continuing Education credits (3) have been approved for the Certified Financial Planner Board of Standards, The Florida Institute of Certified Public Accountants, the Institute of Certified Bankers and The Florida Bar.


Photos from the 2016 seminar

Held September 22, 2016 at WEDU PBS

Click the arrows to browse, or view the photo gallery on Flickr.