Coral Gables Estate Planning Council

?? March CGEPC Dinner Meeting – Event Highlights! ?? Another fantastic evening with the Coral Gables Estate Planning Council! ?? Our March Dinner Meeting featured an insightful presentation by Jennifer J. Wioncek, TEP, who shared expert strategies on “International Estate Planning: Tips and Traps for the Domestic Estate Planner.” ? Key Takeaways: ? Common pitfalls in cross-border estate planning ? Practical strategies for domestic advisors working with international clients ? How global tax laws impact wealth transfers Beyond the invaluable insights, it was an evening filled with great connections and engaging discussions among top estate planning professionals. A big thank you to Coral Gables Trust for sponsoring this event! If you missed this session, don’t worry—our next event is around the corner! Stay tuned for more opportunities to learn, connect, and grow. #EstatePlanning #InternationalTax #Networking #ProfessionalDevelopment #CGEPC #Leadership Vania E. Orozco, Andrea Aguilar, Esq. LL.M., Joanie Stringer, Gia Abreu O’Connor, Tania Sotelo, Monique Lavender Greenberg, LLM, AEP, BCS, Juan Antunez, Maureen Lyons de Gonzalez, Jennifer Einersen, AEP?, Daniela Pretus, Melanie Hyer, Adhys Izquierdo Obeso, MS RICP? CLTC

?? Join us for an insightful evening with the Coral Gables Estate Planning Council! We’re excited to welcome Jennifer J. Wioncek, TEP, Practice Group Leader in Tax & Private Wealth, who will be sharing her expertise on: International Estate Planning: Tips and Traps for the Domestic Estate Planner ?? Date: Thursday, March 6, 2025 ? Time: 6:30 PM - 8:00 PM ?? Location: Courtyard by Marriott, 2051 S. LeJeune Rd, Coral Gables, FL ?? Networking: 6:30 PM ?? Dinner & Presentation: 7:00 PM - 8:00 PM This is a must-attend for estate planners looking to navigate the complexities of international planning. Gain expert knowledge, connect with peers, and enjoy an engaging evening of professional development. RSVP by Thursday, February 27 Sponsored by: Coral Gables Trust Register now: https://lnkd.in/eGJNkwP6 #EstatePlanning #InternationalEstatePlanning #TaxPlanning #Networking #ProfessionalDevelopment Vania E. Orozco, Andrea Aguilar, Esq. LL.M., Joanie Stringer, Gia Abreu O’Connor, Tania Sotelo, Monique Lavender Greenberg, LLM, AEP, BCS, Juan Antunez, Maureen Lyons de Gonzalez, Jennifer Einersen, AEP?, Daniela Pretus, Melanie Hyer, Adhys Izquierdo Obeso, MS RICP? CLTC

?? The Coral Gables Estate Planning Council invites you to an insightful evening of networking and learning. This month, we welcome Jennifer J. Wioncek, TEP, Practice Group Leader in Tax & Private Wealth, who will be sharing valuable insights on: ?? International Estate Planning: Tips and Traps for the Domestic Estate Planner Date: Thursday, March 6, 2025 Time: 6:30 PM - 8:00 PM Location: Courtyard by Marriott, 2051 S. LeJeune Rd, Coral Gables, FL Networking: 6:30 PM Dinner & Presentation: 7:00 PM - 8:00 PM This session is a must-attend for estate planners looking to navigate the complexities of international planning. Gain expert knowledge, connect with peers, and enjoy an engaging evening of professional development. ? RSVP by Thursday, February 27 Sponsored by: Coral Gables Trust Don’t miss this opportunity—secure your spot today! Register to attend at: https://lnkd.in/eGJNkwP6 #EstatePlanning #InternationalEstatePlanning #TaxPlanning #Networking #ProfessionalDevelopment Vania E. Orozco Andrea Aguilar, Esq. LL.M. Joanie Stringer Gia Abreu O’Connor Tania Sotelo Monique Lavender Greenberg, LLM, AEP, BCS Juan Antunez Maureen Lyons de Gonzalez Jennifer Einersen, AEP? Daniela Pretus Melanie Hyer Adhys Izquierdo Obeso, MS RICP? CLTC

?? Event Highlights: February CGEPC Breakfast Meeting ?? What an incredible morning at our February CGEPC Breakfast Meeting! ?? The room was filled with engaged professionals eager to gain new insights on “Lesser-Used Tools and Planning Strategies.” A huge thank you to Jane Ditelberg, Director of Tax Planning at Northern Trust, for sharing her expertise, and to Giselle M. Hugues, Senior Fiduciary Officer at Northern Trust, for moderating such an insightful discussion. ? Key Takeaways: ? Creative and underutilized planning strategies ? Practical applications for complex estate and tax planning ? Engaging discussions with top industry professionals Missed this session? Stay tuned for our next event—more opportunities to learn, connect, and grow! Vania E. Orozco Andrea Aguilar, Esq. LL.M. Joanie Stringer Gia Abreu O’Connor Tania Sotelo Monique Lavender Greenberg, LLM, AEP, BCS Juan Antunez Maureen Lyons de Gonzalez Jennifer Einersen, AEP? Daniela Pretus Melanie Hyer Adhys Izquierdo Obeso, MS RICP? CLTC

We look forward to seeing you for our breakfast discussion tomorrow, Thursday, February 6th. Register today : https://lnkd.in/gCtHbuZP

The January Kickoff Event hosted by Seacoast Bank was an amazing evening of connection, collaboration, and celebration! ??? We enjoyed great conversations over drinks and light bites, welcoming a new year filled with opportunities. It was inspiring to network with so many talented professionals—#attorneys, #accountants, #insurance specialists, trust officers, and more—all passionate about shaping the future of Estate Planning. ???? Events like this remind us how much we can achieve when we come together as a community. Let’s keep the momentum going and make 2025 a year of growth, innovation, and shared success! Were you there? Share your favorite moment in the comments! And if you missed it, we hope to see you at our next event. Vania E. Orozco Andrea Aguilar, Esq. LL.M. Joanie Stringer Gia Abreu O’Connor Tania Sotelo Monique Lavender Greenberg, LLM, AEP, BCS Juan Antunez Maureen Lyons de Gonzalez Jennifer Einersen, AEP? Adhys Izquierdo Obeso, MS RICP? CLTC Melanie Hyer Daniela Pretus

?? Join Us for the February CGEPC Breakfast Meeting! We’re thrilled to announce our next event, featuring an engaging discussion on “Lesser-Used Tools and Planning Strategies.” ?? Date: Thursday, February 6, 2025 ?? Time: 8:30 AM - 10:00 AM ?? Location: Courtyard by Marriott, 2051 S. LeJeune Rd, Coral Gables, FL 33134 ?? Speaker: Jane Ditelberg, Director of Tax Planning at Northern Trust ??? Moderator: Giselle M. Hugues, Senior Fiduciary Officer at Northern Trust This is a must-attend session for professionals looking to expand their knowledge of advanced planning strategies and tools. Don’t miss this opportunity to learn from leading experts and connect with fellow industry professionals. ? Register today to reserve your spot: https://lnkd.in/gCtHbuZP Let’s grow together as a community of forward-thinking estate planning professionals! #EstatePlanning #TaxPlanning #ProfessionalDevelopment #Networking Vania E. Orozco Andrea Aguilar, Esq. LL.M. Joanie Stringer Gia Abreu O’Connor Tania Sotelo Monique Lavender Greenberg, LLM, AEP, BCS Juan Antunez Maureen Lyons de Gonzalez Jennifer Einersen, AEP? Adhys Izquierdo Obeso, MS RICP? CLTC Melanie Hyer Daniela Pretus

Just one week away! Looking to reconnect with current, past and potential members!?Join us for drinks and light bites as we welcome the new year! Let us know you will attend here: https://lnkd.in/exQTqVNY

Happy New Year! Register now for our 2025 kickoff event - happening January 23rd - read below for details. Registration link: https://lnkd.in/eF2fUPGu

Mark your calendars for the January kickoff event by the Coral Gables EPC! Join us for drinks and light bites as we welcome 2025! Meet and network with #attorneys, estate planners, #accountants, #insurance specialists, trust and banking officers, and other professionals with an interest in the overall field of Estate Planning. Sponsored by Seacoast National Bank Date:?Thursday, January 23, 2025 Time:?5:30pm - 7:30pm Location:?396 Alhambra Circle Ste 255, Coral Gables, FL 33134 Vania E. Orozco Andrea Aguilar, Esq., LL.M. Joanie Stringer Gia Abreu O’Connor Tania Sotelo Monique Lavender Greenberg, LLM, AEP, BCS Juan Antunez Maureen Lyons de Gonzalez Jennifer Einersen, AEP? Adhys Izquierdo Obeso, MS RICP? CLTC Melanie Hyer Daniela Pretus Philip Herzberg, CFP?, CDFA?, CTFA, AEP?, MSF #estateplanning #trustofficers #banking #networking