Tuesday, 16 September 2025 00:00
Gary presents on foreign trusts for tax planning, compliance, and creditor protection, in his seminar, "The Foreign Trust: Domestic and International Estate and Gift Tax Implications" via Live National Webinar
The Foreign Trust: Domestic and International Estate and Gift Tax Implications
In this seminar, we discuss the use of foreign trusts to avoid U.S. estate and gift tax, with an emphasis on pre-immigration tactics, structuring and compliance. Attendees will learn key distinctions between grantor and non-grantor trusts and how foreign trusts impact U.S. tax exposure, for both U.S. and foreign grantors and beneficiaries. Practical strategies to save income tax and enhance creditor protection will also be discussed.
Tuesday, September 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 18 September 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, September 18th @ 1 PM ET
Register and catch-up with Eric.
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Thursday, 21 August 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, August 21st @ 1:00 PM ET
Register and catch-up with Eric.
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Thursday, 17 July 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, July 17th @ 1:00 PM ET
Register and catch-up with Eric.
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Tuesday, 29 July 2025 02:00
Eric explores psychological tactics and biases that influence settlement negotiations and drive dispute resolution, in his seminar, "The Psychology that Drives Settlement: Understanding Loss, Risk, and Resolution" via Live National Webinar
The Psychology that Drives Settlement: Understanding Loss, Risk, and Resolution
In this seminar, we examine the hidden psychological forces that shape settlement negotiations, with a focus on how cognitive biases, especially loss aversion and risk perception, govern behavior at the bargaining table. Drawing from behavioral economics and the RECO Method (Realistic Exposure to Catastrophic Outcome), we explore how to use framing, endowment effects, and worst-case scenario analysis to break deadlocks and motivate resolution. Attendees will learn how to strategically present risk, manage expectations, and guide parties toward agreement using proven psychological principles.
Tuesday, July 29th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 16 July 2025 00:00
Gary shares insights on tax planning, residency, trusts, and cross-border strategies for high-net-worth families, in his seminar, "Pre-Immigration and Exit Planning for the Wealthy: Tax Triggers & Structural Solutions" via Live National Webinar
Pre-Immigration and Exit Planning for the Wealthy: Tax Triggers & Structural Solutions
In this seminar, we explore the U.S. tax implications and structural considerations for wealthy individuals entering or exiting the United States. Topics include pre-immigration tax planning to minimize U.S. estate and gift tax exposure, common pitfalls in the U.S. tax residency rules, strategies to mitigate the expatriation tax, and protective structures such as foreign and domestic trusts and LLCs. Attendees will learn how to effectively implement tax avoidance strategies, avoid IRS scrutiny, and establish effective planning structures to preserve global wealth.
Wednesday, July 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 18 June 2025 00:00
Eric and Teresa explore Florida’s Guardianship Law, key elder care trends, legal risks, and strategies to protect vulnerable seniors, in their seminar, "Florida Guardianship Law: Protecting the Elderly and Preventing Abuse" via Live National Webinar
Florida Guardianship Law: Protecting the Elderly and Preventing Abuse
In this seminar, we examine the state of Florida’s Guardianship Law in 2025 and explore whether it provides sufficient protection for the state’s growing elderly population. We discuss key trends, including the increasing number of "elder orphans" due to shifting family dynamics, and analyze the potential pitfalls and shortcomings of the current law. Drawing on legal experience, we highlight risks associated with guardianship abuse and offer practical strategies to prevent unscrupulous individuals from exploiting the system. Attendees will learn how to navigate guardianship issues effectively and safeguard the rights of vulnerable individuals.
Wednesday, June 18th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 20 July 2022 13:39
Teresa presents a closer look at the newest laws related to elderly exploitation and abuse, in her seminar "Elder Abuse in Florida" for the FICPA North Suncoast
Elder Abuse in Florida
In this seminar, we provide an overview of elder abuse in Florida. Attendees will learn about the relative laws, criminal and civil liabilities, as well as, detecting, reporting, and preventing abuse. New trends in guardianship law are also discussed.
Wednesday, July 20th @ 5 pm ET
Visit the FICPA website for more information.
Wednesday, July 20th @ 5 pm ET
Visit the FICPA website for more information.
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Wednesday, 28 April 2021 20:00
Teresa continues the discussion on guardianship weaponization, explaining preventive measures and protective strategies to avoid victimization in her seminar, "The Weaponization of Guardianships (Part 2)" via Live National Webinar
The Weaponization of Guardianships (Part 2)
Although the Florida Guardianship Act is supposed to shield the elderly and other vulnerable members of society from exploitation, it can be used as a sword by the unscrupulous. In this 2-part seminar series, we review Florida Guardianship laws and discuss financial exposure and victimization.
In Part 1, we examined the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
In this Part 2, we'll have a quick review of Part 1 and discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
In Part 1, we examined the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
In this Part 2, we'll have a quick review of Part 1 and discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
Thursday, April 29th @ 12 Noon ET
Register for this (no cost) live seminar.
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Monday, 22 March 2021 20:00
Teresa presents on the weaponization of guardianships, reviewing real-life scenarios where guardianships went wrong and shedding light on how this can happen, in her seminar, "The Weaponization of Guardianships (Part 1)" via Live Webinar
The Weaponization of Guardianships (Part 1)
Although the Florida Guardianship Act is supposed to shield the elderly and other vulnerable members of society from exploitation, it can be used as a sword by the unscrupulous. In this 2-part seminar series, we review Florida Guardianship laws and discuss financial exposure and victimization.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
Tuesday, March 23th @ 12 Noon ET
Register for this (no cost) live seminar.
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