Distinguished Speaker Series

Speaker: Marvin E. Blum, Attorney; The Blum Firm, P.C.

Topic: “A FAST Solution to Legacy Planning: The Family Advancement Sustainability Trust”

While estate planning focuses on technical factors (tax, asset protection, etc.), there is an evolving need to address a client’s qualitative goals – preparing the estate for the heirs, but also preparing the heirs to responsibly receive, manage, maintain, and pass on the estate. We’ll discuss the Family Advancement Sustainability Trust (FAST) — a practical tool to help clients achieve their qualitative estate planning goals.

Speaker: Dr. Gerry W. Beyer; Governor Preston E. Smith Regents Professor of Law

Topic: “Cyber Estate Planning and Administration"

This presentation will focus on the developing area of "digital assets," electronic records ranging from e-mail accounts to banking, investment, and shopping accounts, domain names, social networking sites, online games, and cryptocurrency.  Prof. Beyer will offer guidance on the utility of comprehensive planning for digital assets and will discuss issues that affect this set of assets, offer estate planning options, analyze existing laws, and explore current and future trends in this area.  In addition, he will include detailed coverage of the Revised Uniform Fiduciary Access to Digital Assets Act which took effect in Florida on July 1, 2016.

Speaker: Alan S. Gassman; Gassman, Crotty & Denicolo, P.A.

Topic: “Creditor and Trust Planning Strategies You May Not Know About”