Make the Best Use of Today's Top Trusts
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Make the Best Use of Today's Top Trusts
We've expanded on our top "Trusts 101" course to give you even more unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Register today!
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TASO M. MILONAS focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas is a board certified tax lawyer by The Florida Bar. He received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and his J.D. degree from Stetson University College of Law. Mr. Milonas has been ranked highly by his fellow attorneys in numerous professional peer review ratings, including Martindale-Hubbell’s AV® rating (highest possible), Florida Trend’s Legal Elite, and Florida Super Lawyers. He also has a 10/10 Avvo rating. Mr. Milonas currently serves on the Executive Council of The Florida Bar's Tax Section and was recently appointed co-director of the Federal Tax Division. He has published numerous articles and is a frequent lecturer on taxes, estate planning and probate matters.
G. MARK SHALLOWAY practices as president and shareholder with his father in the firm of Shalloway & Shalloway, P.A., concentrating his practice on special needs trusts. He is a consultant or co-counsel for plaintiffs’ and defendants' lawyers, carriers, and third-party administrators regarding tort settlements and recoveries. Mr. Shalloway also consults and testifies for estate planning and family law attorneys. The recognized specialty area of elder law has always required attorney fluency in the area of public benefits (Medicaid, Medicare), including special needs trusts. Mr. Shalloway is among the first 135 certified elder law attorneys in the nation certified by the National Elder Law Foundation. He is a member of the charter class of attorneys board certified in elder law by The Florida Bar. Mr. Shalloway served as president of the National Academy of Elder Law Attorneys (NAELA), was voted as a NAELA fellow, and received NAELA's Outstanding Achievement Award for his work with the Academy of Florida Elder Law Attorneys. He is a member of the Stetson Elder Law Advisory Board, and has also lectured for the National Absolute Litigators Conference and the NAELA Advanced Educational Institute, for which he chaired. Mr. Shalloway also chaired The Florida Bar's Elder Law Section - Medicaid Committee. As part of his bar and academy work, he provides technical assistance to the Florida Legislature and Congress on elder legislation. The late Florida Governor Lawton Chiles and Governor Jeb Bush have appointed Mr. Shalloway to serve as the attorney on the state's Long-Term Care Ombudsman Council, Palm Beach District. He is a member of the adjunct faculty at Palm Beach Community College, lecturing on estates and administration, and teaches the Palm Beach County guardian education course. Mr. Shalloway earned his B.A. degree from the University of Florida and his J.D. degree from Nova University.
BENJAMIN P. SHENKMAN is an attorney with Gonzalez, Shenkman & Buckstein, P.L. He has practiced law in Palm Beach County for more than 20 years, concentrating on estate planning and administration, and asset protection planning. He holds an advanced LL.M. degree in estate planning from the University of Miami School of Law, giving him in-depth knowledge of sophisticated estate tax planning strategies. Mr. Shenkman earned his J.D. degree from St. Thomas University School of Law in Miami, Florida, and received his B.A. degree from Temple University in Philadelphia. He counsels individuals and families in arranging their affairs to protect and preserve their assets for themselves and their beneficiaries. He began his career at a boutique Palm Beach County tax law firm, where he worked with wealthy families to create complex estate tax-saving strategies. He later served as the resident attorney and partner of the South Florida office of a New York tax law firm, before establishing his own practice in Boca Raton, before forming his current firm. Mr. Shenkman formerly served on the Board of Managers of the Boys & Girls Club of Wellington, and is a trustee of the Central Palm Beach County Chamber of Commerce. He is a former board member of the Arthur R. Marshall Foundation for the Everglades, and helped found the Palms West Estate Planning Council. Mr. Shenkman is also a member of the Real Property, Probate and Trust Law Section of The Florida Bar, and a member of the East Coast Estate Planning Council.
AUDRA J. SIMOVITCH is the founder of the Law Office of Audra Simovitch, P.A., and is of counsel to Drug and Alcohol Attorneys. Drug and Alcohol Attorneys' focus is on helping families that have a loved one who has a mental health illness or substance abuse illness, often which are co-occurring. The practice focuses on the Guardianship Statute, Marchman Act Statute, estate planning for special needs, and estate administration. Ms. Simovitch is admitted to practice in Florida, Massachusetts, Southern District of Florida, District Court of Massachusetts, and U.S. Tax Court. She earned her B.A. degree from the University of Miami, her J.D. degree from Nova Southeastern University Shepard Broad Law Center, her LL.M. degree in taxation from Boston University School of Law, and her LL.M. degree in banking and finance from Boston University School of Law. Ms. Simovitch has been practicing in her field for over 25 years in both small and medium-sized law firms. She has actively participated on the Alumni Board of Nova Southeastern Shepard Broad Law Center, as well as the Nova Southeastern Advisory Board for Adults with Intellectual and Developmental Disabilities. Ms. Simovitch has participated in numerous seminars regarding estate administration, estate planning, and guardianship.
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