Speaking Engagements

Yoshimi Smith’s Speaking Engagements

  • National Business Institute, Speaker and Author “Trust Modifications” (Fort Lauderdale, FL – June 2018)
  • Palm Beach County Estate Planning Council, Inc., Speaker and Author “Fixing, Changing or Terminating Your Irrevocable Trust” (Palm Beach Gardens, FL – February 2018)
  • Collier County Bar Association, Speaker and Author “10 Most Common Planning and Administration Mistakes Leading to Unintended Consequences”  (Collier, FL – January 2018)
  • Portland Tax Forum, Speaker and Author “Fixing, Changing or Terminating Your Irrevocable Trust” (Portland, OR – November 2017)
  • The Florida Bar Continuing Legal Education Committee and the Real Property, Probate and Trust Law Section, Speaker and Author “10 Most Common Planning and Administration Mistakes Leading to Unintended Consequences” (Fort Lauderdale, FL – November 2017)
  • The Florida Bar Continuing Legal Education Committee and the Real Property, Probate and Trust Law Section, Speaker and Author “As 2016 Turns to 2017: A Current Exploration of Portability Planning” (Fort Lauderdale, FL – February 2016)
  • New York University 75th Institute on Federal Taxation, Speaker and Author, “Love it or Leave it: Fixing, Changing or Terminating Your Irrevocable Trust” (New York, NY – October 2016; San Diego, CA – November 2016)
  • South Broward/North Dade Estate Planning Council, Speaker, Author, and Panelist, “Planning to Prevent Litigation” (Fort Lauderdale, FL – February 2015)
  • Arch Financial, Speaker, “10 Most Common Mistakes in Wills and Trusts That Cause Unintended Consequences”  (Boca Raton, FL – July 2014)
  • New York City Bar Center for Continuing Legal Education, Speaker, Author, and Panelist, “The Multi-State Trusts & Estates Practice: How Connecticut, Delaware, Florida, New Jersey & Pennsylvania Laws Affect New York Trusts & Estates Practitioners” (New York, NY – June 2014)
  • Practicing Law Institute 44th Annual Estate Planning Institute, Speaker and Author, “Marital Deduction Planning and Portability” (New York, NY –  June 2013)
  • New York University 71st Institute on Federal Taxation, Speaker and Author, “Portability” (New York, NY – October 2012; San Diego, CA – November 2012)
  • New York City Bar Center for Continuing Legal Education, Speaker and Author, “The Multi-State Trusts & Estates Practice: How Connecticut, Delaware, Florida, New Jersey & Pennsylvania Laws Affect New York Trusts & Estates Practitioners” (New York, NY – September 2012)
  • New York City Bar Association, Speaker and Author, “Life and Death In the Sunshine State” (New York, NY – October 2011)
  • New York City Bar Center for Continuing Legal Education, Speaker and Author, “The Multi-State Trusts & Estates Practice: How Connecticut, Delaware, Florida, New Jersey & Pennsylvania Laws Affect New York Trusts & Estates Practitioners” (New York, NY – September 2010)
  • South Palm Beach County Bar Association, Speaker, “Does Irrevocable Really Mean Irrevocable- How to Change an Irrevocable Trust” (Delray Beach, FL – February 2009)
  • Florida Bar Association, Moderator, “Homestead Topics and Guiding Your Clients Through Private Foundation” (Palm Beach, FL – June 2009)
  • Florida Bar – Attorney/Trust Officer Liaison Conference, Moderator, “Trustee Surcharge Action” (Naples, FL – June 2008)
  • Various charities, community and professional organizations

Amy Beller’s Speaking Engagements

  • “Discovery and Expert Witnesses in Guardianships, Trusts and Estates, 2018”, ACTEC  Florida Fellows Institute (Orlando, FL – February 2018)
  • “Trust Accountings from the Perspective of the Beneficiary”, RPPTL Trust and Estate Litigation Seminar (Ft. Lauderdale, FL – February 2015)
  • “Have You Noticed that Notice?  Notice, Service and Jurisdiction in Estates”, RPPTL Probate Law Seminar (Ft. Lauderdale, FL – December 2013)
  • Palm Beach County Bar Association, 30th Annual Probate Seminar (November 2012)
  • “Privity and T&E Malpractice”, Comerica’s Probate and Pumpernickel lecture series (Boca Raton and Fort Lauderdale, FL – February 2012)
  • “Privity and T&E Malpractice”, Florida Bar Trust and Estate Symposium (Tampa and Ft. Lauderdale, FL – May 2011)
  • “Mediation”, NYSBA Trusts & Estates Annual Meeting, with Surrogate Kristin Booth Glen (New York, NY – January 2011)
  • “The Big Apple Versus The Big Orange: Demystifying New York Trusts and Estates Law and Procedure for Florida Lawyers”, Florida Bar Trust and Estate Symposium (Tampa and Ft. Lauderdale, FL – 2010)
  • “Here and There – Now and Then (Planning and Administering Ancillary Estates”, Florida Bar’s Attorney Trust Officer Liaison Conference (Palm Beach,FL – June 2009)
  • “Apples and Oranges: An Overview of Florida Probate and Trust Law for the New York Lawyer”, NYSBA Trusts & Estates Law Section Spring Meeting (Florida – March 2009)
  • “Drafting To Avoid Administration Disputes Part I: Protecting Fiduciaries” Florida Bar, Real Property, Probate and Trust Law Section (Florida – February 2009)
  • “Crossing State Borders In Trust & Estate Law” New York City Bar, Trust and Estates (New York, NY – February 2009)
  • “Let the Sunshine In: Florida Law Update”, 42nd Annual Heckerling Institute on Estate Planning, (Florida – January 2008)
  • “Florida Probate for Non-Florida Lawyers”, American Bar Association (October 2006)
  • “Florida Probate for New York Lawyers”, Association of the Bar of the City of New York (October 2006)
  • “Powers of Attorney and Select Beneficiary Issues Arising From Family Discord”, National Business Institute (Fall 2006)
  • “Multistate Estate Planning Issues,” Palm Beach County Bar Association, Annual Trusts & Estates Section Symposium (Spring 2006).