May Seminar and Social
We are pleased to offer the third May Seminar and Social program.
Please join us for all or any part of the program outlined below for the low cost of $25 for members and $50 for non-members.
2:45-3:00 Arrive
3:00-4:00
Annual Legislative Update
Expertise offered by:
Sarah Butters, Esq., Ausely McMullen
4:00-5:00
"High Tax Free Compounded Returns:
The Keys to Building Wealth and Accomplishing Significant Financial Planning"
Expertise offered by:
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman
5:00-7:00 SOCIAL
The Social begins at 5:00 p.m. wtih beverages and snacks (tickets for two alcoholic drinks included), conversation and a Suggestion Box for 2018-2019 topics and speaker.
Registration: To register, click the blue box at the bottom of this page [REGISTER NOW box] and follow the instructions. Payment may be made on line via credit card or with a check.
CLE Information for the Webinar Portion only from NAEPC: Continuing Education Credit is available for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
INFORMATION ABOUT SARAH BUTTERS:
Sarah Butters is a Shareholder at Ausley McMullen where she specializes in wills, trusts and estate. She is experienced in:
• trust and estates litigation;
• sophisticated estate planning, including prenuptial agreements and business succession planning;
• administration of probates, guardianship and trusts; and
• formation and administration of charitable organizations.
Ms. Butters also serves as an Adjunct Professor at the Florida State University College of Law, where she has taught Gratuitous Transfers (the law of wills and trusts) since 2010.
Ms. Butters is on the Executive Committee for the Florida Bar's Real Property Probate and Trust Law Section and also serves as the Co-Chair of the Legislative Committee. She is also a Past President of the Estate Planning Council for the Tallahassee Region.
Ms. Butters is a Fellow of the American College of Trust and Estates Counsel (ACTEC), where she serves on the Fiduciary Litigation, Legal Education and State Laws Committees.
She is a frequent lecturer at state and national conferences.
INFORMATION ABOUT THE WEBINAR AND SPEAKERS:
About the program:
Clients universally pursue investment strategies for the purpose of building wealth. Strategies often focus on obtaining high returns and minimizing income taxation.
This advanced presentation briefly discusses investment strategies, including a new methodology for obtaining high returns. It then explores how taxation erodes higher returns more than lower returns. It offers strategies for eliminating or reducing income taxation of returns and opportunities for tax-free compounding, which proves a key factor in building wealth.
About the speakers:
Jonathan Blattmachr is a retired partner of Milbank, Tweed, Hadley & McCloy, LLP and of the Alaska, California and New York Bars. He is the author or co-author of nine books and over 500 articles on estate planning, tax and charitable topics.
Jeff Glickman is a renowned computer expert who holds approximately 50 patents in computer science including many that form the basics of what today is artificial intelligence. More important is that he has developed the first form of artificial super intelligence which has been described as constituting a diety here on earth.