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Trusts, Estates and Fiduciary Litigation
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Wealth Preservation and Tax Planning for Americans

Outbound Investment Summit – USA / April 3, 2025

Deciding and Converting Between Grantor and Non-Grantor Trust Status: Evaluation of Planning Opportunities and Potential Pitfalls

Strafford Webinar / April 17, 2025

Get the Money: Avoiding Roadblocks with Matured Bequests

32nd Annual Northern California Planned Giving Conference / April 22, 2025

This Is Why We Can't Have Nice Things

2025 Spring Meeting, New York State Bar Association (NYSBA) Trusts & Estates Law Section / May 3, 2025

This Isn't Your Father's Life Insurance Policy

The American College of Trust and Estate Counsel (ACTEC) 2025 Annual Meeting / March 22, 2025

Financial Literacy for Immigration Attorneys | What to Show for EB-5s, E's and L's to Successfully Get Cases Across the Finish Line

American Immigration Lawyers Association (AILA) Latin America and Caribbean Chapter / March 11, 2025

Estate Planning & Probate Forum 2025

Tennessee Bar Association / February 28, 2025

Unhappy Modern Families: Failing to Plan

STEP Global Congress / February 25, 2025

Estate Planning for Resident and Nonresident Aliens

Strafford Webinar / February 25, 2025

2025 Merida International Tax Conference

The University of San Diego School of Law Chamberlain International Tax Institute / February 17 - 18, 2025

13th Annual Institute on Tax, Estate Planning and the World Economy

STEP Orange County / February 11, 2025

International Wealth Transfer Planning

Annual Tax Update Seminar 2025, Cuban American CPAs Association / February 1, 2025

Governance to Minimize Fiduciary Liabilities of PTCs and Their Directors

2025 Family Office Exchange (FOX) Private Trust Company Workshop / January 29, 2025

2024 CBIZ/Holland & Knight Nashville Year-End Tax Forum

Holland & Knight and Marcum LLP / December 17, 2024

Artificial Intelligence and Its Impact on Trusts and Estates Practice and Family Offices

New York State Society of CPAs (NYCPA) Private Wealth Conference / December 12, 2024

Institute for Family Governance (IFG) Miami 2024 Conference

December 5, 2024

2024 Tennessee Federal Tax Conference

Tennessee Society of CPAs (TSCPA), Tennessee Federal Tax Institute / November 20 - 22, 2024

Treaty Arrangements for Dual Citizenship

Society of Trust and Estates Practitioners (STEP) Asia Conference / November 12, 2024

Estate Planning with Tax Optimization

Tax Week 2024, Arias Law Firm / November 6, 2024

Dealing with Inbound and Outbound Cross Border Estate Planning Issues and How to Solve Them

61st Annual Hawaii Tax Institute / November 5, 2024