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Atlantic Chapter: Estate Planning – What to Know for Your Clients

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Wells Fargo Advisors

1675 N Military Trl
Boca Raton, FL 33486

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1.0 Credits

Member Price $20.00

Non-Member Price $30.00

Overview

 

Estate Planning - What to Know for Your Clients
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Aaron D. Millman, Esq., CPA

This one-hour CPE session provides an overview of the essential elements of estate planning, including disability, death, and taxes. It will address current estate, gift, and income tax considerations, the impacts of OBBBA 2025 and the SECURE Act 2.0, and strategies to maximize exemptions. Participants will also explore advanced estate tax planning techniques and considerations for long-term care, Medicare, Medicaid, and trust planning.

Chapter Registration Contact
Name: Noah Rubin
Email: noah.rubin@wellsfargoadvisors.com


Meal Description
Panera - Breakfast sandwiches, Coffee, Juice

Member Cost $20
Non-Member Cost $30

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    Florida Institute of CPAs
    250 South Orange Avenue, Suite 300P

    Orlando, FL 32809
    Please make checks payable to: Florida Institute of CPAs


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General Session

- Estate Planning – What to Know for Your Clients

Aaron Millman, Collins Brown Caldwell Barkett & Garavaglia, Chartered

Aaron Millman

AARON D. MILLMAN, ESQ., CPA Senior Partner - Founder amillman@millmanlawgroup.com Aaron D. Millman, Esq., CPA is the founder of Millman Law Group, PLLC. After many years of practicing with large estate and elder care planning practices throughout South Florida, Aaron founded Millman Law Group in 2018 with a commitment to client service and satisfaction. Aaron focuses his practice on the planning and administration of estates and trusts, and estate, gift and generation-skipping transfer taxation. In addition, Aaron guides his clients through Florida domicile planning and retirement planning, including strategies to reduce taxes and provide for future generations. Aaron also devotes his practice to serving the needs of the elderly population as well as individuals with special needs. He guides clients through the intricacies of long-term care, disability planning, care management coordination, advance directives and Medicaid planning. Aaron is also an Accredited Attorney before the U.S. Department of Veteran Affairs. Aaron is a graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC) and a frequent speaker and lecturer on estate planning, Florida domicile planning and elder law issues. Active throughout the community, Aaron serves as a board member of the Adolph & Rose Levis Jewish Community Center of Boca Raton and is a member of the Jewish Federation of South Palm Beach County. He is also the founder and Co-Chair of the Jewish Legacy Advisors Team of Palm Beach County. Aaron is a "Triple Gator," graduating cum laude from the University of Florida Levin College Of Law and receiving both his Bachelor and Master Degrees in Accounting from the University of Florida. He is admitted to the Florida Bar and is a Florida Certified Public Accountant.

 

Source: https://www.millmanlawgroup.com/aaron-d-millman/

Credits: 1 - Technical Business

This session is available to registrants only.

Non-Member Price $30.00

Member Price $20.00

Registration for this event is closed.