Michael A. Dribin, Partner in the Miami office of Broad and Cassel, will discuss the current status of the estate tax, related transfer tax laws, and carryover basis. He will provide a review of the ten-year estate tax legislation, and 2009 discussion of reform (“How did we get in this mess?”); the status of the estate tax, generation-skipping tax, carryover basis laws, as they exist today (“Where are we?”); and prospects for reform of 2010 law and permanent reform beyond that (“Where are we going?”). In addition, Mr. Dribin will discuss potential planning opportunities in light of repeal in 2010, and provide information about how we should be advising our clients.

AGENDA
5:30 - 6:00 PM - Registration and Networking
6:00 - 8:00 PM - Dinner and Presentation
 
COST
In Advance - All Attendees $35
At the Door - All Attendees $45
 
TO REGISTER

• CLICK HERE FOR PDF REGISTRATION FORM
• Fax or mail registration form and credit card payment (Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
• Mail registration form and payment by check to FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982
• Call 786-390-7655 to register by phone with a credit card
• Payment must be received by February 5, 2010, or guaranteed with a credit card. Cancellations received 48 hours prior to the meeting will receive a full refund. No-shows will be invoiced

WHERE
Hurricane 100 Room, University of Miami BankUnited Center, 1245 Dauer Dr., Coral Gables
CLICK HERE FOR PDF DRIVING DIRECTIONS AND PARKING INFORMATION

CE
As a participant in the CFA Institute Approved-Provider Program, CFA Miami has determined that this event qualifies for 2 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
Accepted for 2 hours of CFP CE

About our Speaker

Michael A. Dribin is a Partner in the Miami office of Broad and Cassel. He serves as Chairperson of the Firm's Estate Planning and Trusts Practice Group. Mr. Dribin focuses a majority of his practice in estate planning and probate and trust litigation. He has annually been recognized since 1993 in the top legal guide, "The Best Lawyers in America." Mr. Dribin has been a Board Certified Wills, Trusts and Estates Lawyer since its inaugural year of certification in 1986. He is a Fellow of the American College of Trust and Estates Counsel (member, Fiduciary Litigation Committee). Mr. Dribin has served as a mediator in a number of significant probate and trust litigation cases, including the Estate of the late Joseph Robbie, former owner of the Miami Dolphins. He is an Estate Planning Advisor in the University of Miami Masters in Estate Planning program. He also is an active member of the Probate and Guardianship Court Committee of the Dade County Bar Association. Mr. Dribin serves as Secretary of the Real Property, Probate and Trust Law Section of the Florida Bar, is Past Chair of its Attorney-Trust Officer Liaison Conference and is Past Chair of its Probate Law Committee. Mr. Dribin is Past President of the Estate Planning Council of Miami, and a frequent lecturer on areas of probate, trust and guardianship law and related areas of litigation, and in the area of estate planning. Mr. Dribin has also been designated a "Florida Super Lawyer" by Law & Politics magazine for four consecutive years, recognized since 1993 by the top legal guide "The Best Lawyers in America," published by Woodward and White, and designated a 2009 "Florida Legal Elite" in Florida Trend magazine by his peers. Mr. Dribin is a dedicated volunteer holding such positions as past President of Temple Beth Sholom of Miami Beach, Florida, and Past Chairman of the Professional Advisory Committee of the Foundation of Jewish Philanthropies of the Greater Miami Jewish Federation. He is also a member of the professional advisory committees of the American Red Cross, the Baptist Hospital Foundation, the United Way of Dade County, and the Dade Community Foundation.