Agenda: Florida Forum Meeting

Friday, June 21, 2019
8:00 AM - 8:30 AM																Coffee and Registration Please use this time to check in for the meeting, talk over coffee, find your seat, and sign in for CLE.
8:30 AM - 9:00 AM																Welcome & Introductions
9:00 AM - 10:30 AM																Trust Decanting under Florida Law and Recent Statutory Changes During this session Jim will cover: History of Trust Decanting in Florida Reasons to Decant Decanting Under Florida’s Statute Changes if Trustee Has Absolute Power to Distribute Changes if Trustee Has Restricted Power to Distribute Creation of Special Needs Trust Mechanics of Decanting Tax Consequences of Decanting James Flick, Attorney
10:30 AM - 10:45 AM																Break
10:45 AM - 12:15 PM																Tips & Tricks - Wealth Docx Online During this session, we will focus on the Wealth Docx online platform. WealthCounsel's Content Support Manager, Lissa Bealke-Moore will provide guidance, resource information and best practice tips and tricks to help you confidently navigate and utilize the Wealth Docx online drafting system. Lissa Bealke-Moore, Product Implementation Manager
12:15 PM - 1:30 PM																Lunch Lunch is included with tuition.
1:30 PM - 3:00 PM																Can You Trust Your Pet? Many pet owners consider their four-legged friends as part of the family. And just like with any other family member, most clients also want to ensure that their pets are taken care of after they die. During this fun and insightful session, Peggy will provide an update on the world of pet trusts and cover the following: When to suggest to a client the option of creating a pet trust, as clients may not know this is a possibility; What provisions should be considered and included in a pet trust; The distinction between the trustee of the trust and the caregiver of the pet; Options for remainder/contingent beneficiaries; How certain states' statutes differ regarding requirements for a pet trust to be valid (e.g., maximum trust term). Peggy will also share information about her new charity, Animal Care Trust. Margaret Hoyt, Founding Partner
3:00 PM - 3:15 PM																Break
3:15 PM - 4:45 PM																Self Directed IRA, LLCs – Another Tool in your Estate Planning Tool Box Self-directed IRAs allow an IRA owner to direct the investment of their retirement money without a captive agent limiting their investment opportunities. This session will help you understand how you can assist IRA owners with establishing self-directed IRA accounts with custodians. Additionally, you will see how the self-directed IRA is enhanced through the use of an LLC, which you can then draft for your client. Thom Rogers JD CPA, Manager
4:45 PM - 5:15 PM																Florida Forum Document Committee Discussion A brief discussion on Florida specific document needs and next steps in formally organizing a Florida Document Committee.