Upcoming Chapter Meeting: AAII Southeast Florida

Posted on May 13, 2014 | Local Chapters


Date: Tuesday, May 20, 2014 and Wednesday, May 21, 2014
Topic: Hot Topics in Family Wealth Transfer Planning
Speaker: Shawn Snyder, Owner, Snyder & Snyder, P.A.

This presentation will cover recent changes in the law, including recent notable cases, and their impact on estate planning. Shawn Snyder will discuss new and rediscovered opportunities in planning and asset protection, including taking another look at the credit shelter trust, disclaimer planning and dynasty trusts. Snyder will address changes and obstacles still remaining for same-sex couples, especially lack of consistency in treatment and unresolved issues of relocating to “non-recognition” states. The speaker will also briefly discuss the emerging field of estate planning with digital assets and the importance of addressing the fiduciary control over, and disposition of, digital assets.

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