The 2011 Heckerling Institute covered many new and important developments, including TRA 2010 - the tax law that has given us “Temporary Certainty.” This webinar will cover the critical nuances of TRA 2010 and how they impact Florida bankers. As a banker or trust officer, one of your primary duties is to advise families about estate, tax and financial planning and to reduce fiduciary risk flowing from trust administration. This webinar will provide you with important information
on changes in the law and case law developments to ensure you are fully informed.
Clients have an expectation that their trust officers and other advisers are up to date on the latest changes in the law. This seminar identifies 10 critical areas explored at Heckerling 2011 that each Florida banker must know to be able to continue to deliver world-class service to clients and keep their bank or trust company from problematic trends in estate, tax and financial planning.
Top 10 Highlights from Heckerling 2011
TRA 2010 Tax Act
What wasn’t in TRA 2010
Everything you always wanted to know about portability
What planning can be done with the enhanced unified $5 Million exemption
Facilities & Equipment
What to do with life insurance trusts
Who Should Attend: Trust Officers, Assistants, Bankers, Planning Advisers.
Meet the Speakers
Mark R. Parthemer, Webinar Program Chair and Moderator
Managing Director and Fiduciary Counsel, Bessemer Trust
Mr. Parthemer joined Bessemer Trust, an exclusive wealth management firm, after careers in public accounting and private law. He heads Bessemer Trust’s fiduciary and estate planning services for the Southeast US. He is a member of the Florida Bankers Association Trust Executive Council and co-chair of the Trust Legislative Committee. He is in leadership with the American Bar Association, a nationally known speaker and author, and has been faculty at Widener Law School, Heckerling and other Tax Institutes. Mr. Parthemer received his J.D. from The Dickinson School of Law, Penn State University, and his B.A. and B.S. degrees from Franklin and Marshall College.
John P. Cole, Shareholder, Ivan, Cole, Bonnette & Kane
John Cole is a shareholder of the firm and an AV Preeminent rated lawyer. He earned his J.D. degree from Emory Law School in 1991, and graduated, cum laude, from the University of Tulsa with a Bachelor of Science degree in 1984. Mr. Cole is admitted to practice in the U.S. District Courts for Florida and the U.S. 11th Circuit Court of Appeals. He is a member of The Florida Bar and the Jacksonville Bar Association. He is a member of the Probate Litigation, Trust Law, and Probate Law & Procedure Committees of the Real Property, Probate & Trust Law Section of The Florida Bar,
and the Trust & Probate Section of the Jacksonville Bar Association.
Kevin A. Kane, Shareholder, Ivan, Cole, Bonnette & Kane
Kevin Kane is a shareholder of the firm and an AV Preeminent rated lawyer. He earned his J.D. degree from Suffolk University Law School in 2000, and an LL.M. in estate planning from the University of Miami School of Law in 2001. He graduated from Denison University with a Bachelor of Arts degree, majoring in political science, in 1997. Mr. Kane is a member of The Florida Bar and the U.S. Tax Court, and he was selected for inclusion in 2010 Florida Rising Stars®.
Melvin A. Warshaw, General Counsel, Financial Architects Partners
Mr. Warshaw’s primary responsibility is to deepen the company’s relationship with advisors including trusts and estates lawyers, CPAs, family offices, corporate trustees and trust companies involved in complex life insurance programs undertaken for super affluent individuals and families. He is currently the chair of the ABA, Real Property Trusts & Estates Section (RPTE) Task Force on Policy Valuation. He is a member of the ABA (RPTE Section), the Boston Bar Association
and the Boston Estate Planning Council. Mel received his LLM. in Taxation, from Georgetown University Law Center; his J.D., from St. Louis University School of Law; and his B.A. with Honors, at the University of Rochester.
What is an Ondemand/Online Seminar?
An On-Demand Webinar is a live webinar that has been recorded and then streamed to your computer to watch at your convenience. The program can be viewed any time 24/7. You can watch a portion of the program, come back and pick up where you left off! You may also review the program at will if you need a refresher. Anyone at your branch may access the program from a computer using the login and password. When you purchase an On-Demand Webinar, you have unlimited access to the program for 6 months from date of purchase