2010 WEALTH MANAGEMENT CONFERENCE
October 18-19, 2010: - Hyatt Regency Bonaventure, Weston, FL
The 2010 Conference Curriculum
Monday, October 18, 2010
8:00 am - 8:30 am - Registration & Continental Breakfast
8:00 a.m. - 2:00 p.m. - Exhibitor Set-Up
8:30 am - 9:45 am - Session 1
Case Law & Legislative Update
John C. Moran
Shareholder
Gunster, P.A.
9:45 am - 10:00 am - Refreshment Break
10:00 am - 11:15 am - Session 2
Recent Legislative, Judicial and Administrative Activity
Impacting the Taxation of Trusts and Estates
James Sopko, Esq.
Kramer, Sewell, Sopko & Levenstein, P.A.
This presentation will review recent developments in the area of taxation of trusts, estates and decedents under the Internal Revenue Code. If a major change has been approved by both the House and Senate prior to the date of the seminar, the presentation will focus on the new law and its impact on individuals. If new legislation has not been passed, the presentation will review legislative efforts to date, court decisions and Internal Revenue Service actions that the presenter feels are of interest to individuals who are planning or administering estates.
11:15 am - 11:30 am - Trust Division Chairman’s Report
Angela V. Mastrofrancesco
Regional Manager,SVP/Wealth Management
Comerica Bank Wealth Management
11:30 am - 1:00 pm - Trust Awards Luncheon
1:00 pm - 2:15 pm - Session 3
The Fiduciary Ethics of Effective Risk Management
John P. Cole, Esq.,
Partner
Ivan, Cole & Bonnette, P.A.
This presentation will review the fiduciary ethics of effective risk management by illustrating how highly ethical conduct by fiduciaries is almost always the most effective risk management tool available to fiduciaries. Historical and current sources of fiduciary ethics will be reviewed with an emphasis on the Florida Trust Code and current case law trends.
2:15 pm - 2:45 pm - Refreshment Break in Exhibit Hall
2:45 pm - 4:00 pm - Session 4
GRATS vs Installment Sales to Intentionally Defective Grantor Trusts
Mark R. Parthemer, Esq.
Legacy Planning Regional Manager
Bessemer Trust Company
4:00 pm - 4:15 pm - Refreshment Break in Exhibit Hall
4:15 pm - 5:30 pm - Session 5
Business Succession
William A. Snyder
Founder
Snyder & Snyder, P.A.
This session is a practical guide to successful and dynamic business succession planning for family-owned businesses. It introduces financial professionals to the psychological inter-workings of family-owned businesses and proffers ideas and strategies on ways to navigate the difficult issues and unique complexities that arise in business succession planning.
5:30 pm - 7:00 pm - Reception in Exhibit Hall
Tuesday, October 19, 2010
8:00 am - 9:00 am - Registration Desk Opens & Breakfast in Exhibit Hall
9:00 am - 10:15 am - Session 6
The Prudent Investor Rule: Placing Responsibility Before Returns
Richard J. Milton, CFA
Managing Director
MainStreet Advisors
This presentation will focus on the importance of understanding the Prudent Investor Rule from an investment perspective and will discuss the duties and responsibilities a fiduciary has to its trustees. There are several areas of fiduciary responsibility that can never be fully abdicated to outside parties; however, if statutes and trust provisions permit, the fiduciary may delegate certain decisions to professional money managers, trustees (co-fiduciaries) and/or investment advisors and consultants. Understanding the Prudent Investor Rule provides the parties involved with the necessary guidelines for meeting their fiduciary responsibility and fully conforming with the Prudent Investor Rule.
10:15 am - 10:45 am - Refreshment Break in Exhibit Hall
Sponsored by: Broadridge Financial Solutions, Inc.
10:45 am - 12:00 pm - Session 7
Private Banking Panel
Diane Peterson
Vice President/Alt. Group Manager
Comerica Bank Wealth Management
Debra McCloskey
Vice President & Trust Officer
Comerica Bank Wealth Management
This session will discuss the importance of leverage for clients and the importance of inter-discipline team work between Trust and Credit Officers. It will help you gain a better understanding of how the inter-relationship of credit and trust areas can improve your management of client relationships and your sales efforts.
12:00 pm - 1:00 pm - Lunch & Economic Speaker
Economic & Market Update
Phillip J. Orlando
Chief Equity Market Strategist
Federated Investors
Registration Fees Per Person: |
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Trust Division Member |
$299.00 |
$349.00 |
FBA Member |
$325.00 |
$375.00 |
FBA Non-Member |
$650.00 |
$700.00 |
Lunch/Reception Fee for Spouse/Guest |
$50.00 |
$50.00 |
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