Welcome
The Central Florida Estate Planning Council, Inc. is a local chapter of the National Association of Estate Planning Councils. The purpose of the organization is to foster intelligent cooperation and cordial understanding among members as to the proper relationship between the functions of the attorney, certified public accountant, life underwriter, trust representative, and financial planner in the field of estate planning, to assist its member in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member and to encourage its members to have as their ultimate goal the rendering of the best professional services to the public.
Our annual meeting was fun!
Rick’s Classic Cars
1116 Solana Ave., Winter Park, FL 32789
We dined among several vintage luxury automobiles including a 1960 Rolls Royce Silver Cloud and a 1970 Ferrari 356 GT 2+2. We stepped up to the 20-foot-long oak bar and mingled with our colleagues while enjoying the sounds and tastes of the past. Some dressed for the occasion, adorned in their best “sock hop” attire.
Entertainment Sponsored by PNC Wealth Management
Meeting dates for 2012-2013:
- Brian C. Sparks, Esq. will present “What Most Folks Don’t Know About Asset Protection Until It’s Too Late.” Florida is one of the best states in the United States for protecting one’s assets because Florida law contains many constitutional and statutory law protections. Nonetheless, it also is one of the most litigious. One doesn’t have to live in Florida long to realize that there is an entire industry at work in this state to help separate people from their assets. Every day across Florida, people live their lives unaware that how they are doing so affects their liability exposure. Even more troubling is that many Floridians think that they have titled their assets correctly, have the right insurance, and otherwise are well protected only to find out too late that simple steps they could have taken or could have taken differently could have avoided financial disaster. Brian’s presentation will bring to bear his extensive experience advising clients about the best ways to structure their everyday affairs to manage their liability exposure, and will clarify common misunderstandings about the effectiveness of various approaches to asset protection. His presentation promises to be both professionally and personally enlightening.
Sponsored by: U.S. Trust
- Ramsay H. Slugg will be presenting the findings of the 2012 Bank of America Study of High Net Worth Philanthropy, which is the 6th report from this Study series which started in 2005. The Study, the largest of its kind, explores both the charitable giving behaviors and motivations of High Net Worth households in America. Mr. Slugg will explore the demographics of these donors, their giving history and motivations, how tax and investment considerations affect their giving, and the interplay with religious beliefs and behaviors, among other giving variables. This group of donors represent 3% of the US population, yet are responsible for 50% of all charitable giving in America.
Sponsored by Prudential
- Michael Amoia will be speaking on “Using an Insurance LLC as a more cost efficient approach to buy-sell and cross purchase plans”. During the life of most successful businesses, one or more of the owners will die, become disabled or simple decides to retire. To mitigate the concerns about the failure of the business, many successful businesses consider some form of business continuation or “buy-sell” plan. Traditional planning methods, such as entity purchase or cross-purchase, have a number of drawbacks and could trigger many unwanted taxes. To avoid these issues, a number of top advisors are starting to consider the concept of an Insurance LLC. Listen to how this idea has turned buy-sell planning into a permanent life insurance sale, solved the problems of too many policies, allowed new members to participate without transferring policies, avoid estate inclusion of wealthy owners, and avoid the host of other problems that arise with traditional methods.
Sponsored by Florida Hospital Foundation
- Steven Masley, M.D. will be presenting “Achieve Optimal Health: Achieve Optimal Performance”. Join us for this special meeting and learn tips to achieve optimal health and mental performance. Learn to make choices, in terms of both health and leadership, which increase exponentially your ability to reach important personal goals as well as organizational goals.
The Five-Minute Update
Sponsored by: BB&T Wealth
To further our purpose of assisting our members in keeping abreast of laws and conditions affecting business and personal taxation, Rod Frye will present the latest developments at each meeting via the Five-Minute Update. Rod Frye joined BB&T in 2002 and is the Senior Trust Manager for Wealth Management and Personal Trust for the five BB&T Regions of Florida. Prior to joining BB&T he held wealth consultant and trust leadership positions at United and Huntington Banks for a total of 28 years of experience in investments, trust, and banking. Mr. Frye is a graduate of the West Virginia University College of Law and of the ABA’s National Graduate Trust School at Northwestern University. “My top priority is to assist an excellent corps of trust officers to be the best client advocates they can be.”
National Association of Estate Planners & Councils
Annual Conference
The 49th Annual NAEPC Conference will be held here in Orlando, November 7 – 9, 2012, at the Buena Vista Palace, near Downtown Disney. For more information, please follow the link to the NAEPC website, NAEPC 2012 Conference Information.
Meeting Location – The Citrus Club
255 S. Orange Ave. Suite 1800 Orlando, FL 32801 Map ItCocktail/Social Hour begins at 5:45 p.m. with Dinner/Presentation beginning at 6:15 p.m. Guests are welcome. The guest fee is $55 each. Reservations can be emailed to Mia Drury at: mia.drury@suntrust.com
Continuing Education credits are available for attendees.
