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DTSTART:20141106T123000Z
DTEND:20141106T140000Z
LOCATION:The Country Club at Mirasol
UID:1057620141106T123000ZRoundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in  Working with High-Net Worth Families with Difficult Heirs?
DTSTAMP:20260412T003531Z
DESCRIPTION:\nPatrick is an attorney focusing on estate planning, probate and trust administration, guardianship issues, and non-profit counsel. He is the managing shareholder and founder of Whitehead Law Offices and is the current general counsel to Palm Beach Atlantic University.   \n  \nPatrick counsels high net worth individuals in all aspects of effective estate planning, asset transfer, and tax planning. Additionally, he has extensive experience in setting up non-profit entities for his clients. \n  \nEducation\n New York University, LL.M., Taxation, 1997 University of Florida, Levin College of Law, J.D., with honors, 1996 Florida State University, B.S., 1993 \nPractice Areas\n Estate Planning Probate and Trust Administration Guardianship \nBar Admissions\n Florida Bar \nProfessional Associations and Memberships\n Real Property, Probate & Trust Law Section; Florida Bar  Tax Section; Florida Bar  East Coast Estate Planning Council  Palm Beach County Estate Planning Council Planned Giving Council of Palm Beach County \nAwards and Accolades\n [AV Rated: Martindale-Hubbell](http://www.martindale.com/Patrick-M-Whitehead/850003-lawyer.htm) \nHonors\n Senior Research Editor, Florida Law Review \nSeminars and Presentations\n “Estate Planning Update” Raymond James 2012  "Copyright Issues for Faculty," Seminole Community College, 2008  "Under Attack: Partial Property Tax Exemptions for Educational Institutions," Florida Bar Education Law Committee, 2007  "Attorney General Opinion 2007-20," Independent Colleges and Universities of Florida-Presidents' Retreat, 2007 "Regulatory Alphabet, Risk Management Conference for Law School Administrators," Stetson College of Law, 2007 "Integrating Retirement Plans into the Estate Planning Process," Lorman Education Services, 2001 \nPublications\n "Under Attack: Partial Property Tax Exemptions for Educational Institutions," 6 Educ. L.J. 4-6 (2007) Editor of Education Law Journal; Florida Bar \nCivic and Community Service\n Director, Area Agency on Aging  Past Director, Urban Youth Impact Past Director, Junior Achievement Past Director, Strategic Cultural Initiatives Past Director, Gulfstream Goodwill Foundation  \n \n
SUMMARY:Roundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in  Working with High-Net Worth Families with Difficult Heirs? - Palm Beach County Estate Planning Council 
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DESCRIPTION:Reminder
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