Estate Planning Council of Greater Miami

A heartfelt thank you to our Gold Sponsors for their support in making the 13th Annual Estate Planning Symposium possible: 🌟 Northern Trust 🌟 Kaufman Rossin 🌟 Pension Services, Inc. 🌟 Seacoast Bank Your generosity elevates the quality and impact of this event! 📅 Date: Tuesday, February 4, 2025 🕗 Time: 8:00 AM – 5:00 PM 📍 Location: Rusty Pelican, Key Biscayne Don’t miss out—secure your spot today! https://lnkd.in/eBMbKqPa #MiamiNetworking #EstatePlanning #EPCSymposium

Kick off the new year with an evening of insights and networking at the EPC of Greater Miami’s January Workshop + Dinner Meeting! 🌟 🗓 Date: Tuesday, January 21, 2025 🕒 Time: 5:30 PM – 8:15 PM 📍 Location: Hyatt Regency Miami 🗣️Speakers: Rosemary Ringwald - Bank of America Private Bank & Ryan J. Coyle - Bilzin Sumberg Don’t miss this opportunity to gain expert knowledge and connect with fellow estate planning professionals. Save your seat today! https://lnkd.in/euhjAKhq The Workshop and Dinner Presentation are generously sponsored by: Bank of America Private Bank & Bilzin Sumburg. #MiamiEvents #EstatePlanning #ProfessionalNetworking

A special thank you to our esteemed Platinum Sponsors, whose generosity and support truly set the tone for the 13th Annual Estate Planning Symposium: 💎 Coral Gables Trust 💎 Grove Bank & Trust Your partnership elevates this event, allowing us to bring together industry leaders for an impactful day of education and networking in the estate planning field. 📅 Date: Tuesday, February 4, 2025 🕗 Time: 8:00 AM – 5:00 PM 📍 Location: Rusty Pelican, Key Biscayne We are deeply grateful for your contributions that help make this symposium a premier event. Don’t miss the chance to be part of it—register now! https://lnkd.in/eBMbKqPa #EPCSymposium #EstatePlanningMiami #PremierEvent

We are excited to feature Sean Tevel, Partner at Holland & Knight LLP, at the 13th Annual Estate Planning Symposium on February 4, 2025. Sean is a leading private wealth services and international tax attorney who advises domestic and international clients on U.S. federal income, gift, and estate tax matters. With extensive experience in structuring U.S. real estate investments, navigating FIRPTA, and guiding both foreign and domestic funds on complex structuring considerations, Sean delivers practical insights for cross-border investments, Opportunity Zones, and multinational business structures. 📅 Date: Tuesday, February 4, 2025 📍 Location: Rusty Pelican, Key Biscayne, FL ⏰ Time: 8:00 AM - 5:00 PM 🔗 Register now to gain valuable insights from Sean J. Tevel and other renowned experts in the field! https://lnkd.in/eBMbKqPa Special thanks to our sponsors: ✨ Platinum Sponsors: Coral Gables Trust & Grove Bank & Trust ✨ Gold Sponsors: Northern Trust, Kaufman Rossin, Pension Services, Inc., Seacoast Bank ✨ Silver Sponsor: Jones Lowry LLC - Innovative Life Insurance Solutions, Anubis Appraisal & Estate Services, Inc., Nicklaus Children's Hospital Foundation, United Community Wealth, Bessemer Trust & Accessible Home Health Care ✨ Bronze Sponsors: J.P. Morgan Private Bank, The Miami Foundation Garcia Santa Maria De Armas Trujillo & 24/7 Nursing Care Miami #EPCMiami #EstatePlanning #Symposium2025 #EPCMiamiSymposium

We are pleased to feature Aaron Slavens, Partner at Holland & Knight LLP and Co-Head of the firm’s Private Equity Practice in the Miami office, at the 13th Annual Estate Planning Symposium on February 4, 2025. Aaron is a corporate attorney specializing in mergers and acquisitions, representing both private equity funds and strategic investors. His expertise spans public and private acquisitions, dispositions, co-investments, joint ventures, and other corporate matters. 📅 Date: Tuesday, February 4, 2025 📍 Location: Rusty Pelican, Key Biscayne, FL ⏰ Time: 8:00 AM - 5:00 PM 🔗 Register now to learn from Aaron T. Slavens and other industry-leading experts! https://lnkd.in/eBMbKqPa Special thanks to our sponsors: ✨ Platinum Sponsors: Coral Gables Trust & Grove Bank & Trust ✨ Gold Sponsors: Northern Trust, Kaufman Rossin, Pension Services, Inc., Seacoast Bank ✨ Silver Sponsor: Jones Lowry LLC - Innovative Life Insurance Solutions, Anubis Appraisal & Estate Services, Inc., Nicklaus Children's Hospital Foundation, United Community Wealth, Bessemer Trust & Accessible Home Health Care ✨ Bronze Sponsors: J.P. Morgan Private Bank, The Miami Foundation, Garcia Santa Maria De Armas Trujillo & 24/7 Nursing Care Miami #EPCMiami #EstatePlanning #Symposium2025 #EPCMiamiSymposium

Leadership Spotlight: Meet Justin Burbank, CFA, CFP® Justin is a Senior Portfolio Manager at Northern Trust, specializing in goals-based portfolio management for ultra-high-net-worth clients. With expertise across asset classes like equities, fixed income, private equity, and real estate, he excels in tactical asset allocation and risk mitigation. As a member of the EPC of Greater Miami Board of Directors, Justin’s leadership and dedication help advance the council’s mission. We’re proud to have him as part of our community! #EPCMiami #LeadershipSpotlight #PortfolioManagement #EstatePlanning #FinancialPlanning

We are pleased to feature Christopher Callahan, Esq., Partner at Fox Rothschild and Chair of the International Taxation & Wealth Planning Practice, at the 13th Annual Estate Planning Symposium on February 4, 2025. Christopher specializes in wealth management and international tax planning for high-net-worth individuals, funds, and businesses. His innovative approach to developing advanced tax strategies has earned him recognition as one of Florida’s leading tax attorneys by Chambers USA. With extensive experience navigating the complexities of international taxation, Christopher offers invaluable insights for professionals in estate planning and wealth management. 📅 Date: Tuesday, February 4, 2025 📍 Location: Rusty Pelican, Key Biscayne, FL ⏰ Time: 8:00 AM - 5:00 PM 🔗 Register now to gain knowledge from Christopher R. Callahan and other top experts in the field! https://lnkd.in/eBMbKqPa Special thanks to our sponsors: ✨ Platinum Sponsors: Coral Gables Trust & Grove Bank & Trust ✨ Gold Sponsors: Northern Trust, Kaufman Rossin, Pension Services, Inc., Seacoast Bank ✨ Silver Sponsor: Jones Lowry LLC - Innovative Life Insurance Solutions, Anubis Appraisal & Estate Services, Inc., Nicklaus Children's Hospital Foundation, United Community Wealth & Bessemer Trust ✨ Bronze Sponsors: J.P. Morgan Private Bank, The Miami Foundation, Garcia Santa Maria De Armas Trujillo & 24/7 Nursing Care Miami #EPCMiami #EstatePlanning #Symposium2025 #EPCMiamiSymposium

Cheers to a new year and endless possibilities! The EPC of Greater Miami wishes you a Happy New Year filled with success, happiness, and prosperity. Here’s to 2025! 🎇✨ #HappyHolidays #EPCMiami #SeasonOfJoy #CommunityConnections #HolidayWishes

We’re excited to feature Ryan J. Coyle of Bilzin Sumberg at our upcoming January 21 Workshop + Dinner Meeting! Ryan brings extensive expertise in international tax matters and strategies for high-net-worth families and businesses. With years of experience advising on global tax issues, cross-border planning, and wealth preservation, Ryan offers invaluable insights to professionals in the estate planning space. 📅 Don’t miss this opportunity to learn from Ryan and connect with fellow professionals on January 21, 2025, at the Hyatt Regency Miami. https://lnkd.in/euhjAKhq The Workshop and Dinner Presentation are generously sponsored by: Bank of America Private Bank. #EPCMiami #SpeakerSpotlight #InternationalTax #WealthPreservation #EstatePlanning #MiamiEvents

Let the light of Hanukkah shine bright in your hearts and homes. The EPC of Greater Miami sends warm wishes for a season filled with love, laughter, and blessings. Happy Hanukkah! ✡️✨ #HappyHolidays #EPCMiami #SeasonOfJoy #CommunityConnections #HolidayWishes