Speaking Engagements

Asset Protection/Wealth Preservation


  • Speaker “Annual Wealth Protection – How a Lawyer Can Protect a Client’s Wealth,” The Florida Bar Tax Section (May 2013)
  • Speaker “Asset Protection” AAA-CPA Fall Meeting & Educational Conference (November 2012)
  • Speaker “Asset Protection Trusts,” FICPA Multiple Disciplinary Practice Conference (November 2000)
  • Speaker “The Application of the Term ‘Fraud’ v. ‘Fraudulent Transfer’ Under the Rules of Ethics,” ABA 16th Annual Symposia (April 2005)
  • Speaker “Asset Protection Using Land Trusts,” Florida Bar 2005 Real Estate Transactions Involving Land Trusts Seminar (January 2005)
  • Speaker “Opening a Family Office – Sustaining a Successful Family Throughout the Generations,” Offshore Investment Dubai Seminar (April 2007)
  • Speaker “The Four Principles of Asset Protection,” Broward Jewish Federation (December 2009)
  • Speaker “Finding Your Way To America – Planning for the Migration of People to the United States”
  • Speaker “Ethics and Marketing Considerations for Lawyers who Represent Physicians,” Florida Bar – Representing the Physician 2009 Conference (2009)
  • Speaker “Observations on Ethics and Fraudulent Conveyance,” Florida Bar Annual Wealth Conference (May 1999)
  • Speaker “Land Trusts and Asset Protection Planning,” Florida Bar Real Property, Probate and Trust Section (March 2010)
  • Chairperson “Florida Bar Wealth Protection Seminars” (1999-2009)
  • Co-chair “Florida Bar Wealth Protection Seminars” (2010-2011)
  • Speaker “The Application of the Terms ‘Fraud v. Fraudulent Transfers’ Under the Rules of Ethics,” Florida Bar Wealth Protection Seminar (May 2000)
  • Speaker ““Onshore or Offshore – What is the Best for Asset Protection,” Florida Bar Wealth Protection Seminar (May 2001)
  • Speaker “Is Asset Protection Legal and Ethical,” Florida Bar Wealth Protection Seminar (May 2002)
  • Co -Speaker “The Real World of Attorney Liability in Asset Protection Planning – An Analysis of the Kleinfeld and Alper Cases,” Florida Bar Wealth Protection Seminar (May 2003)
  • Speaker “The New World of Asset Protection Planning – An Update on Opportunities,” Florida Bar Wealth Protection Seminar (May 2005)
  • Speaker “Foreign Asset Protection Trusts – What, Why, When, How and Where,” Florida Bar Wealth Protection Seminar (May 2005)
  • Co-speaker “Interviewing The client and Making Determinations of What the Overall Strategy Will Be – Integrating the Estate Planning Process with Asset Protection Planning,” Florida Bar Wealth Protection Seminar (May 2006)
  • Speaker “Ethics and Lawyers Liability – What You Need To Know To Keep Your License and Also Avoid Being Held Financially Liable for Your Client’s Problems,” Florida Bar Wealth Protection Seminar (May 2006)
  • Speaker “The Growth of Wealth Protection,” Florida Bar Wealth Protection Seminar (May 2007)
  • Speaker “Domestic Planning Strategies – The Legal Background for Using Exemptions, Limited Liability Entities, and Equity Stripping,” Florida Bar Wealth Protection Seminar (May 2007)
  • Co-Speaker “The Ethical Requirements for Asset Protection Planning and Marketing Planning Services,” Florida Bar Wealth Protection Seminar (May 2008)
  • Speaker “The Nuts and Bolts of Asset Protection Trusts,” Florida Bar Wealth Protection Seminar (May 2009)
  • Panelist “What Are The Best Jurisdictions and Why? A panel discussion on both domestic and foreign jurisdictional considerations,” Florida Bar Wealth Protection Seminar (May 2010)
  • Speaker “Negotiating Settlements with Creditors and the Impact Internal Revenue Code Section 108. How to Guide Clients and Deal with Banks and Private Borrowers in Foreclosure and Judgment Situations. How to Avoid Having Debt Reduction Become an Income Tax Disaster,” Florida Bar Wealth Protection Seminar (May 2010)
  • Speaker “Taking Your New $5,000,000 Allowance to an Asset Protection Trust Jurisdiction – Time for the Estate Tax Planner to Finally do an APT! Nuts and Bolts for the Tax Practitioner, and Welcome to Alaska, Nevada or Elsewhere,” Florida Bar Wealth Protection Seminar (May 2011)
  • Speaker “Asset Protection – Myth and Reality in a World of Risk,” Estate Planning Council of Greater Miami (October 2000)
  • Speaker “The Ethics and Liability of Fraudulent Conveyance,” Greater Miami Tax Institute (June 2000)
  • Speaker “Global Security for the Family – Protecting Family Members and their Assets Around the Globe,” Institute of International Research Family Office Forum (June 2006)
  • Speaker “The Global Family – Preparing the Family from the Legal and Financial Standpoints,” Institute of International Research Family Office Management Conference (January 2006)
  • Speaker “Asset Protection Planning for High Net Worth Clients,” The International Forum 2008 Meeting (January 2008)
  • Speaker “Asset Protection Now,” International Tax Planning Association 2002 Meeting (October 2002)
  • Speaker “Asset Protection Planning in a Real Estate Deal,” Practical Real Estate Taxation Conference (April 1999)
  • Speaker “Private Banking and the Private Client – A Report on Domestic and International Wealth Protection Planning,” 11th Oceana International Money Laundering Conference (February 1999)
  • Speaker “It Wasn’t Raining When Noah Built the Ark -A Report of Current Development in Sophisticated Strategies for Asset Protection,” National Association of Estate Planners and Counsels (October 1999)
  • Speaker “Successfully Navigating the Tax Aspects of a Trust,” National Business Institute – Increase Your Effectiveness When Drafting and Administering Trusts (August 2007)
  • Speaker “How to Protect Assets,” National Business Institute (2004)
  • Speaker “Advanced Wealth Planning In Florida,” National Business Institute (2005)
  • Speaker “Ethical and Planner Liability Issues: Protecting Yourself from Fraudulent Transfers,” National Business Institute – Advanced Asset Protection Strategies (July 2007)
  • Speaker “Asset Protection – It Wasn’t Raining When Noah Built the Ark,” North Dade/S. Broward Estate Planning Council (October 2000)
  • Speaker “Effectively Using Offshore Protection Trusts for U.S. Persons,” Offshore Institute Asia Pacific Conference (October 2002)
  • Speaker “Assessing the Future Viability of Asset Protection Trusts,” Institute of International Research – Succeeding in the Transforming Environment – Offshore Trusts for Private Clients (March 2001)
  • Speaker “Asset Protection Challenges for Creditors, Spouses and Beneficiaries,” Institute of International Research 9th Annual Offshore Trusts Conference (April 2000)
  • Speaker “Innovative Uses of Insurance for Retirement Saving, Asset Protection and Tax Mitigation: Workshop Case Studies,” 10th Offshore Post Graduate Seminar (Sept. 2000)
  • Speaker “Asset Protection Trusts in the U.S.A.,” 11th Offshore Post Graduate Seminar (Sept. 2001)
  • Speaker “Innovative Uses of Insurance for Retirement Saving, Asset Protection and Tax Mitigation – A U.S. Perspective,” 11th Offshore Post Graduate Seminar (September 2001)
  • Co-Speaker/Co-chairperson “How to Structure an Estate without the Use of a Trust Structure,” World Offshore Convention 2005 (October 2005)
  • Speaker “Offshore Trusts for Asset Protection Planning,” Palm Beach County Bar Association 16th Annual Estate & Probate Seminar (March 1999)
  • Co-Speaker “Asset Protection Strategies,” PESI – Eight Ways Real Estate Can Save Taxes and Preserve Your Assets (January 2005)
  • Speaker “Offshore Trust for Asset Protection Planning,” The Sovereign Society Premier Offshore Advantage Seminar (May 1999)
  • Chairperson/Speaker “Asset Protection,” World Offshore Convention 2004 (October 2004)
  • Co-Speaker “How to Market Asset Protection Planning Services,” World Offshore Convention 2004 (October 2004)
  • Speaker “Drafting Effective Life Insurance Trusts,” World Offshore Convention 2004 (October 2004)
  • Speaker “Private Placement Life Insurance Annuities and Other Planning Opportunities for the U.S. Market,” World Offshore Convention 2009 (October 2009)
  • Speaker “How Financial Planners Can Survive the Risk of Turbulent Times,” Society of FSP Forum (October 2010)
  • Co-Chaired, Presented and was a Panel Member in the Florida Bar CLE, Tax Section and Florida Association of Attorney-CPA Seminar entitled “Annual Wealth Protection 2012: Creating Wealth Certainty in an Uncertain World” (May 25, 2012)
  • Tax Planning


  • Speaker, “How CPAs and Lawyers Work Together to Protect a Client’s Business and Personal Assets”, 29th Annual Accounting Show, Florida Institute of Certified Public Accountants, Ft. Lauderdale, Florida, (September 2014)
  • Speaker, “Update on U.S. Foreign FATCA The Good (if any), The Bad (mostly,) and The Ugly (think Coyote)” 29th Annual Accounting Show, Florida Institute of Certified Public Accountants, Ft. Lauderdale, Florida, (September 2014)
  • Speaker, “Business Valuation – No More Risk Free, “28th Annual Accounting Show, Florida Institute of Certified Public Accountants, Fort Lauderdale, FL (September 26, 2013)
  • Speaker and Co-Chair “S,K,C and J – Making Cent$ Out of the Alphabet Soup: Advanced Themes in Entity Selections and Operations,” The Florida Bar Tax Section (October 2012)
  • Speaker “Tax Controversy – How to Avoid It, Litigate It and Keep it Civil,” The Florida Bar Tax Section (October 2009)
  • Speaker “US and Canada Tax Implications of Using Offshore Trusts,” Bermuda Brain Trust Seminar (November 11-14, 1999)
  • Speaker “Tax Planning Through the U.S. Possessions with Emphasis on the U.S. Virgin Islands,” Florida Bar Tax Conference (2003)
  • Speaker “Issues of Tax Harmonization and Information Exchange,” 10th Offshore Post Graduate Seminar (Sept. 2000)
  • Speaker “Treaty Construction and Interpretation,” 14th Offshore Post Graduate Seminar (Sept. 2004)
  • Co-speaker “What is a Tax Treaty and What Treaty Can Be Used for Taxes,” 14th Offshore Post Graduate Seminar (Sept. 2004)
  • Compliance


  • Co-speaker “Banking on Secrecy: Bank Secrecy, Confidentiality and Investigations,” 13th Oceana Money Laundering and International Financial Crimes Conference (February 2000)
  • Speaker “Tax Compliant Incentives Through the USVI,” International Financial Sector Conference – Geneva (2004)
  • Speaker “A World of Opportunity In a World of Compliance,” Isle of Man Treasury – A Global Financial Center in the New Century (October 2000)
  • Speaker “What Every Accountant, Estate Planner, Insurance Executive, Agent and Attorney Should Know About Money Laundering and Fraud,” 14th Oceana Money
  • Laundering, Cybercrime and International Financial Crimes (February 2001)
  • Speaker “Regulatory Developments in the U.S.A.,” 11th Offshore Post Graduate Seminar (Sept. 2001)
  • Speaker “Discussions of Selected Areas of Tax Compliance,” Offshore Institute 5th Annual Caribbean Conference (May 1998)
  • Speaker/Chairperson “U.S. Regulation Of Foreign Insurance and Solicitation,” World Offshore Conference 2002 (May 2002)
  • Financial Planning


  • Speaker “Planning For the Migration of People to the United States,” International Trusts, Tax Planning and Compliance Forum (March 2004)
  • Speaker “The Outlook for the Financial Service Industry – Status and Trends,” BVI Symposium (June 2004)
  • Speaker “How to React Quickly and Effectively to the Changing World,” International Trusts, Tax Planning and Compliance Forum (March 2005)
  • Moderator “Bridging US and Emerging Real Estate Markets,” Cityscape USA Conference (Sept. 2008)
  • Speaker “Developments in the International Financial Services Industry that Impacts You,” Nevis International Financial Services Industry Conference 2003 (August 2003)
  • Speaker “What is Insurance,” Offshore Institute 15th Oxford Offshore Symposium (September 2005)
  • Speaker “International Wealth Diversification – Globalizing for Financial Success,” World Offshore Convention 2005 (October 2005)
  • Speaker/Chairperson “The Global View,” World Offshore Convention 2002 (May 2002)
  • Speaker/Chairperson “Assurance Planning in the U.S.,” World Offshore Convention 2003 (October 2003)
  • Speaker/Chairperson “How to Organize a Global Portfolio,” World Offshore Convention 2006 (October 2006)
  • Speaker/Chairperson “How to Harmonize the Family and Its Wealth – Answer: Establishing a Family Office,” World Offshore Convention 2006 (October 2006)
  • Speaker “Building and Managing a Family Office,” World Offshore Convention 2009 (October 2009)
  • Speaker “Planning Opportunities in the Caribbean for U.S. Clients,” St. Vincent and the Grenadines International Financial Services Authority 10th Anniversary Reception (November 2006)
  • Medical/Health Practice Management


  • Speaker “Representing the Physician 2013: Practical Considerations for Effectively Guiding Physicians and Their Practices,” The Florida Bar Health Law Section and Tax Section (January 2013)
  • Speaker “Representing the Physician 2012 – Making Changes for the Better: prescriptions for Helping and Protecting Physicians During Challenging Times,” The Florida Bar Health Law Section and Tax Section (January 2012)
  • Speaker “Representing the Physician 2009,” The Florida Bar Health Law Section and Tax Section (January 2009)