Estate Planning: Top Five Planning Myths
This presentation will focus on the top five estate planning myths that wealth planning professionals encounter when speaking with clients. Ana Veliz will discuss the importance of titling of assets, using a Will vs. a Trust, and the importance of personalized instructions in the estate plan. The session will also discuss funding the estate plan, as well as maintaining the plan to meet the client's goals.
PLANNING FOR THE INTERNATIONAL CLIENT – WHAT YOU NEED TO KNOW
This presentation will explore the factors that go into determining the client's domicile, which subsequently determines the client’s estate planning and tax planning needs. Ana M. Veliz will also discuss the transfer tax treatment for NRAs, as well as planning options for the non-U.S. citizen spouse. The session will also discuss joint ownership of assets and planning for the foreign beneficiary, as well as options for U.S. persons with non-U.S. property or income.
Presented by Ana M. Veliz, Esq.; Ruden McCloskey, Miami, FL
AGENDA
5:30 – 6:00 PM - Registration, Drinks and Networking
6:00 - 8:00 PM - Dinner and Presentations
COST
In Advance - Members: $45 / Non-Members: $55
At the Door - Members: $55 / Non-members: $70
TO REGISTER
- CLICK HERE FOR PDF REGISTRATION FORM
- Fax or mail registration form and credit card payment (Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
- Mail registration form and payment by check to FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982
- Call 786-390-7655 to register by phone with a credit card
- Payment must be received by July 3, 2008, or guaranteed with a credit card. Cancellations received 48 hours prior to the meeting will receive a full refund. No-shows will be invoiced
WHERE
Hurricane 100 Room, University of Miami BankUnited Center, 1245 Dauer Dr., Coral Gables
CLICK HERE FOR PDF DRIVING DIRECTIONS AND PARKING INFORMATION
CE
Accepted by CFP Board for two hours of CE credit.
ABOUT OUR SPEAKER
Ana M. Veliz, Esq.; Ruden McCloskey, Miami, FL
Ana M. Veliz, Esq. is of counsel to Ruden McCloskey in Miami, FL. She focuses her practice on Estate Planning, Business Succession Planning, Probate and Guardianships. Ms. Veliz is a member of Wealthcounsel, LLC and a Founding Member of Wealthcounsel Advisors Forum. She is fluent in Spanish. Ms. Veliz is also a frequent lecturer on estate planning issues. She received her JD from University of Miami School of Law; is a member of the Cuban American Bar Association; chair-elect of the General Practice, Solo and Small Firm Section of The Florida Bar; and a member of National Network of Estate Planning Attorneys.
|
