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Estate Planning for MDs, JDs, CPAs and Other Professionals - 2 CLE hours
Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner. These clients have high incomes but retirement assets are that are highly concentrated in restrictive retirement plan. They tend to have few tangible business assets – such as real estate or capital equipment or contact rights – but are often the target of many claimants – such as former clients in fiduciary litigation, tort claimants, former spouse and others. Planning for them is a challenge of shielding tangible assets from a range of potential claimants, generating income from restricted retirement assets, and structuring income in a way to maximize growth potential and tax benefits. This program will provide you with a guide to issues and techniques when planning for professionals and executives.
Day 1 – November 17, 2014:
• Estate planning & asset protection for professionals – physicians, lawyers, accountants, and executives
• Key threats to wealth preservation – challenges to martial agreements, fiduciary claims, bankruptcy & creditor claims
• Planning challenges of highly concentrated assets in qualified plans – 401(k)s, IRAs, defined contribution plans
• Compensation plans issues, including deferred compensation, Section 409A & non-eligible retirement assets
• Special issues related to non-profit executives & 403(b) plan contributions
Day 2 – November 18, 2014:
• Spendthrift trusts, LLCs and other wealth protection vehicles for professionals and executives
• Understand the risks of fraudulent transfers in trust planning
• Effective use of insurance and annuity products to shield assets and produce income over time
• Planning with trusts to provide for family and the education of children
• Understand the impact of bankruptcy concepts on estate planning
William Kalish is a partner in the Tampa office of Akerman, LLP, where is practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce. He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning. Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.