Venue
Orlando World Center Marriott
Orlando World Center Marriott, 8701 World Center Dr, Orlando, FL 32821, US

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Event Date Mon Jan 22 EST - Fri Jan 26 EST (almost 7 years ago)
Location Orlando World Center Marriott
8701 World Center Dr, Orlando, FL 32821, US
Region Americas
Details

As the Federal estate tax exemption has risen over the past 15 years, the number of households exposed to the Federal estate tax has plummeted by nearly 95%… a trend that has only been accelerated further with permanent portability of the estate tax exemption, and the ongoing number of states repealing their own state estate taxes. The end result is that as estate tax exposure declines, so too has the weighting of estate planning topics in the CFP body of knowledge, and the amount of estate planning content found (or rather, no longer found) at the typical conference!

Speakers

2018 Panelists:

Thomas W. Abendroth
Schiff Hardin LLP

Farhad Aghdami
Williams Mullen

Steve R. Akers
Bessemer Trust

Alec R. Anderson
Conyers Dill & Pearman

N. Todd Angkatavanich
Withers Bergman LLP

David A. Baker
McDermott Will & Emery LLP

Katherine N. Barr
Sirote & Permutt, P.C.

Turney P. Berry
Wyatt, Tarrant & Combs, LLP

Jonathan G. Blattmachr
Pioneer Wealth Partners, LLC

Scott A. Bowman
Proskauer Rose LLP

Lawrence Brody
Bryan Cave LLP

Natalie B. Choate
Nutter McClennen & Fish

Scott T. Ditman
Berdon LLP

Samuel A. Donaldson
Georgia State University College of Law

Linda M. Doyle
McDermott Will & Emery LLP

Erik Dryburgh
Adler & Colvin

Jo Ann Engelhardt
Bessemer Trust

Dana G. Fitzsimons, Jr.
Bessemer Trust

Robert B. Fleming
Fleming & Curti, PLC

Todd A. Flubacher
Morris Nichols

Wilmington, Delaware
Charles D. “Skip” Fox, IV McGuireWoods LLP

Terrence M. Franklin
Sacks, Glazier, Franklin & Lodise LLP

Lawrence A. Frolik
University of Pittsburgh School of Law

Michael M. Gordon
Gordon, Fournaris & Mammarella, P.A.

Martin Hall
Ropes & Gray LLP

Alan S. Halperin
Paul, Weiss, Rifkind, Wharton & Garrison

Carol A. Harrington
McDermott Will & Emery LLP

Ellen K. Harrison
McDermott Will & Emery LLP

Amy E. Heller
Skadden, Arps, Slate, Meagher & Flom LLP

Nancy G. Henderson
Henderson, Caverly & Pum LLP

William T. Hennessey
Gunster

Sarah Moore Johnson
Birchstone Moore LLC

Amy K. Kanyuk
McDonald & Kanyuk, PLLC

Bernard A. Krooks
Littman Krooks LLP

Paul S. Lee
Northern Trust

Kristen M. Lewis
Smith, Gambrell & Russell, LLP

Stephanie Loomis-Price
Winstead P.C.

R. Hugh Magill
Northern Trust

Mary Ann Mancini
Loeb & Loeb LLP

James M. Marion
U.S. Trust

Carlyn S. McCaffrey
McDermott Will & Emery LLP

James M. McCarten
Burr & Forman LLP

Michele A.W. McKinnon
McGuireWoods LLP

Eliam Medina
Willing.com (Bequest, Inc.)

Louis A. Mezzullo
Withers Bergman LLP

Steven K. Mignogna
Archer & Greiner P.C.

M. Read Moore
McDermott Will & Emery LLP

Richard W. Nenno
Wilmington Trust Company

J. Lee E. Osborne
Woods Rogers PLC

Jeffrey N. Pennell
Emory University School of Law

S. Andrew Pharies
DLA Piper LLP

Robert R. Pluth, Jr.
Schiff Hardin LLP

Trevor Potter
Caplin & Drysdale

Elizabeth A. Quinn
Maggio Kattar Nahajzer + Alexander

Mary F. Radford
Georgia State University College of Law

Charles L. Ratner
RSM US LLP

Richard B. Robinson
Robinson, Diss and Clowdus

Edward H. Rosenthal
Frankfurt Kurnit Klein & Selz, P.C.

Joshua S. Rubenstein
Katten Muchin Rosenman LLP

Daniel S. Rubin
Moses & Singer LLP

Martin Shenkman
Shenkman Law

Robert H. Sitkoff
Harvard Law School

David Sleeman
Winston Art Group Inc

Susan D. Snyder
Northern Trust

Barry F. Spivey
Spivey & Fallon, P.A.

Robert D. Steele
Schwartz Sladkus Reich Greenberg Atlas LLP

Bruce M. Stone
Goldman Felcoski & Stone, P.A.

Ivan Taback
Skadden, Arps, Slate, Meagher & Flom LLP

Matthew H. Triggs
Proskauer Rose LLP

Edward Vergara
Arnold & Porter Kaye Scholer

Suzanne Brown Walsh
Murtha Cullina LLP

Linda J. Wank
Frankfurt Kurnit Klein & Selz, P.C.

Diana S.C. Zeydel
Greenberg Traurig, P.A.

Sponsors & Partners

2018 Sponsors:

DIAMOND:
• U.S Trust
• Bloomberg Tax
• South Dakota Trust Company LLC (SDTC)
• St. Jude Children's Research Hospital

PLATINUM:
• BNY Mellon
• EY
• CAF AMERICA
• STERLING
• Lexis Nexis
• Deloitte
• UBS
• Brown Brothers Harriman
• Inter Active Legal
• pwc
• BDO
• Shriners Hospitals
• First PREMIER Bank
• Charles Schwab
• Peak Tryst Company
• PNC Bank
• Life Settlements Policy Appraisals
• Prager Metis
• NFP
• Foundation Source