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The Greater Boca Raton Estate Planning Council
Pre-Dinner Member Speaker Forum

We are excited to invite you to join us for our upcoming Pre-Dinner Member Speaker Forum, where members of our Council will explore the below referenced estate planning topics. Whether you are new to the presented subject or looking to deepen your understanding, this is a great opportunity to engage with your peers and gain valuable insights. Please note, if you plan to attend the dinner meeting that will immediately follow this special forum, please be sure to register for both events before February 17th as registration for this special forum does not include dinner - seperate registration is required. Thank you.

Topic #1
Fiduciary Accounting for Florida
Presented by Ryan Alfred w/EisnerAmper
The presentation will discuss the format, presentation, and preparation of fiduciary accountings for estates/trusts with an emphasis on Florida.  The goal is to understand the basics on preparing fiduciary accountings and how income/expense items are classified.  Attendees will also learn the differences between principal and income items and how they will affect the beneficiaries of the estates/trusts.

Topic #2
Gaining More Through Giving
Presented by Michelle Boyce w/Rosenzweig Financial Services
This presentation will discuss ways to help clients who have large IRAs and a future estate tax problem. The takeaway is that by utilizing charitable techniques you can increase the wealth your leave to your heirs by legally disinheriting the IRS.

Topic #3
Estate Planning Issues When a Client has Executed a Personal Guarantee of a Loan and the Contingent Liability is a Significant Part of the Estate
Presented by Stuart Rader w/Rader & Coleman

This presentation will discuss (I) estate issues when death occurs with a contingent liability since death usually triggers a default which allows the lender to call the loan, and (II) how to deal with a non-monetary default, as it may be best that the family is aware of the issues and options before, rather than at, death.