Speaking Engagements

Yoshimi Smith’s Speaking Engagements

  • RPPTL 43rd Annual Legislative and Case Law Update Seminar, Speaker and Co-Author, “Client with Diminished Capacity” – Palm Beach, Florida, 7/2023
  • The Florida Bar Wills, Trusts and Estates Certification Review, Co-Speaker, “Ethics for Wills, Trust & Estates Attorneys”, Speaker and Co-Author – Tampa, Florida, 2/2023
  • Practicing Law Institute Estate Planning for Retirement Benefits under SECURE: “Navigating Retirement Benefits under SECURE Act and Proposed Regulations, Speaker and Co-Author – New York, New York, 9/2022
  • Tampa Estate Planning Council, Speaker, “Oops… Was that Signed Correctly? Consequences of Improperly Executed Revocable Trusts – Webcast 1/22
  • Florida ACTEC Annual Conference, Speaker and Author, Uhh . . . Did They Do That Right? Improperly Executed Revocable Trusts – Palm Beach, Florida, 7/21
  • RPPTL Annual Convention, Speaker and Author, “Cybersecurity Ethics” – Webcast 6/2021
  • Practicing Law Institute 51st Annual Estate Planning Institute, Speaker and Author, “Divorcing Your Spouse But Not Your Trust” – New York, New York 9/2020
  • The Florida Bar Will, Trusts and Estate Certification Review Seminar, Speaker and Author, “Trust Decanting, Modification and Reformation” – Webcast, 7/2020
  • The Florida Bar Elder Law Annual Update, Speaker and Author, “Trust Protectors vs. Modification/Decanting” – Orlando, Florida 1/2020
  • The Florida Bar Annual 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 77th 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 with Unintended Consequences” – Naples, Florida 1/2018
  • Portland Tax Forum, Speaker and Author, “Fixing, Changing or Terminating Your Irrevocable Trust” – Portland, Oregon 11/2017
  • 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, Florida 11/2017
  • 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, Florida 2/2016
  • 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, New York 10/2016, San Diego, California 11/2016
  • South Broward/North Dade Estate Planning Council, Speaker, Author, and Panelist, “Planning to Prevent Litigation” – Fort Lauderdale, Florida 2/2015
  • Arch Financial, Speaker and Author, “10 Most Common Mistakes in Wills and Trusts That Cause Unintended Consequences” – Boca Raton, Florida 7/2014
  • 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, New York 6/2014
  • Practicing Law Institute 44th Annual Estate Planning Institute, Speaker and Author, “Marital Deduction Planning and Portability” – New York, New York 6/2013
  • New York University 71st Institute on Federal Taxation, Speaker and Author, “Portability” New York, New York 10/2012, San Diego, California 11/2012
  • 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, New York 9/2012
  • New York City Bar Association, Speaker and Author, “Life and Death In the Sunshine State”- New York, New York 10/2011
  • 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, New York 9/2010
  • South Palm Beach County Bar Association, Speaker, “Does Irrevocable Really Mean Irrevocable- How to Change an Irrevocable Trust” – Delray Beach, Florida 2/2009
  • Florida Bar Association, Moderator, “Homestead Topics and Guiding Your Clients Through Private Foundation” – Palm Beach, Florida 6/2009
  • Florida Bar – Attorney/Trust Officer Liaison Conference, Moderator, “Trustee Surcharge Action” – Naples, Florida 6/2008

 

 

Amy Beller’s Speaking Engagements

  • “Florida Trust Issues for New Yorkers”, New York State Bar Association Trusts and Estates Section Meeting (Naples, Florida May 2019)
  • “Probate Case and Legislative Update”, Palm Beach County Bar Assn., Panel Discussion with South County Judiciary (South County Courthouse, May 2019)
  • Probate Panel, Palm Beach County Bar Assn. 2019
  • “Discovery and Expert Witnesses in Guardianships, Trusts and Estates”, ACTEC Florida Fellows Institute (Orlando, February 2018, and Tampa, February 2019)
  • Panel Discussion on Alternatives to Practicing Law (Trust and Estate Mediation), ACTEC Practice Committee (La Quinta, CA March 2019)
  • “Conditioning Distributions on Release”, ACTEC Beneficiary Rights Committee of the State Laws Committee (Washington, DC October 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).