Category: General

“Something Old, Something New – Planning for the Surviving Spouse” – Virtual 9/2023

Client with Diminished Capacity” –  Palm Beach, Florida, 7/2023

This April, see Yoshimi speak on Modification and Decanting of Trusts and Trust Protectors at the Elder Law Annual Update Program in Orlando, Florida.

Yoshimi is scheduled to speak on Modification and Decanting of Trusts and Trust Protectors at the Elder Law Annual Update Program in Orlando, Florida on January 17, 2020.

The firm is proud to announce the inclusion of Amy B. Beller (Estate and Trust Litigation) and Yoshimi O. Smith (Estate Planning & Probate) in the 2019 edition of Super Lawyers.

Click here to read about the Super Lawyers list and selection process.

 

• Estate Planning Magazine, by Thomson Reuters, Co-Author, “Divorce Planning With Irrevocable Trusts Under the TCJA” – 2019
• 2019 Annual Florida Bar Convention, Speaker and Author, “Secrets to an Amazing CLE Presentation”  Boca Raton, Florida 6/2019
• The Florida Bar Continuing Legal Education Committee and the Real Property, Probate and Trust Law Section, Speaker and Author, “Planning in a World with ART (Artificial Reproductive Technology) Children and Other Tricky Family Relationships” – Fort Lauderdale, Florida 3/2019
• The Florida Bar Probate Practice Series Webcasts, Speaker and Author, “Modifying, Changing or Terminating Florida Irrevocable Trusts” – Boca Raton, Florida 2/2019

How America’s 88,000 Missing People Become Legally Dead

Article By: Sara Randazzo (Mentioning Amy Beller)
Aug. 17, 2018

Read the article here Wall Street Journal 8.17.18 Re Missing People Being Declared Dead

Or on the Wall Street Journal website: https://www.wsj.com/articles/how-americas-88-000-missing-people-become-legally-dead-1534498200

• 2019 Annual Florida Bar Convention, Speaker and Author, “Secrets to an Amazing CLE Presentation” – Boca Raton, Florida 6/2019
• The Florida Bar Continuing Legal Education Committee and the Real Property, Probate and Trust Law Section, Speaker and Author, “Planning in a World with ART (Artificial Reproductive Technology) Children and Other Tricky Family Relationships” – Fort Lauderdale, Florida 3/2019
• The Florida Bar Probate Practice Series Webcasts, Speaker and Author, “Modifying, Changing or Terminating Florida Irrevocable Trusts” – Boca Raton, Florida 2/2019
• New York University 77^th Institute on Federal Taxation, Speaker and Author, “Trusts and Divorce” – New York, New York 10/2018, San Diego, California 11/2018
• Northwest Federal Tax Conference, Speaker and Author “The Impact of Tax Reform on Estate Planning” – Portland, Oregon 11/2018
• National Business Institute, Speaker and Author “Trust Modifications” – Fort Lauderdale, Florida 6/2018
• Palm Beach County Estate Planning Council, Inc., Speaker and Author “Fixing, Changing or Terminating Your Irrevocable Trust” – Palm Beach Gardens, Florida 2/2018
• Collier County Bar Association, Speaker and Author “10 Most Common Planning and Administration Mistakes Leading to Unintended Consequences” – Collier, Florida 1/2018

 

Yoshimi spoke on Trusts and Divorce at the New York University 78th Annual Institute on Federal Taxation in New York, NY in October, 2018 and in San Diego, CA in November, 2018.

 

The firm is proud to announce the inclusion of Amy B. Beller (Estate and Trust Litigation) and Yoshimi O. Smith (Estate Planning & Probate) in the 2018 edition of Super Lawyers.

Click here to read about the Super Lawyers list and selection process.

 

Specific Considerations In Trust And Estate Mediations

Amy B. Beller had an article published in the Winter edition of ActionLine (Vol. 39, Winter 2017-2018), a Florida Bar publication, entitled “Specific Considerations In Trust And Estate Mediations.”

The Real Property, Probate and Trust Law Section’s ActionLine is a quarterly publication containing the latest news on Florida law of concern.

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