Publications
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Press Releases
Select Presentations and Publications
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Click
here for our
presentation to the the Sacred Heart Hospital SENIORSpirit
group on basic estate (will and trust) planning (May 24, 2010)
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Click
here for our summary
checklist to change your domicile to Florida (or "become a
Floridian") (current
as of April 1, 2010)
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Click
here for our summary
chart/matrix comparing the estate planning, asset protection,
and state-level tax laws of four Southeastern jurisdictions (AL,
GA, and TN, which often "feed" into Destin, along with FL) (current
as of January 21, 2010)
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Click
here for
our article on "Creation of Foundations to Avoid Postmortem
Problems," Family Foundation Advisor (November/December
2009)
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Click
here for our
presentation to the WealthCounsel 11th Annual Estate Planning
Conference on
charitable estate planning for clients who desire, among other
things, to eliminate estate taxes and provide for charitable and
non-charitable beneficiaries (click
here
for alternate summary flowchart) (June 13,
2008)
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Click
here for our
presentation to the Middle Tennessee Estate Planning Council on
planning for clients who own assets in other states and/or who
are migrating to another state (Florida emphasis) (November 5,
2007)
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Click
here for our
presentation to the Nashville Planned Giving Council on donor
advised funds (DAFs) (October 10, 2007) (case study: click
here)
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Click
here for our summary
of Tennessee's domestic asset protection trust (known as a
"Tennessee investment services trust" (TIST)) (current
as of May 16, 2007)
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Click
here for our
presentation to the 3rd Annual Siesta Key Gathering of the The
Advanced Wealth Studies Institute on "A Forest with Falling
Trees: Charitable Planning Update" (May 5, 2007)
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Click
here for our
presentation to the Knoxville Estate Planning Council on
"Electrifying Your Performance: Technology in an Estate Planning
Practice" (March
15, 2007) (slide show: click
here)
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Click
here for our
presentation to Vanderbilt University School of Law on "Ethical
Issues in Estate Planning: Warren Buffet to Anna Nicole Smith to
the Cleaver Family" (March
16, 2006)
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Click
here for our
presentation to Saint Simon’s on the Sound Episcopal Church on
"A Sample of the Estate Planning Vocabulary of the Holy
Scriptures" (May 12, 2005)
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Nashville, TN -- October 22, 2010:
Jason E. Havens Certified as Tennessee Estate
Planning Specialist
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Cleveland, OH -- June 23, 2010:
Jason E. Havens Certified as Estate
Planning Law Specialist
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Destin, FL -- March 29, 2010:
Jason E. Havens rated "AV" by
Martindale-Hubbell and will chair two American Bar Association
programs in Philadelphia this spring
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Niceville, FL -- December 5, 2008:
Jason E. Havens appointed Treasurer of
The Able Trust and reappointed as Co-Chair of ABA’s Charitable
Planning Committee
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Niceville, FL -- March 16, 2005:
Jason E. Havens presents charitable
gift planning program with Jerry J. McCoy, Esq. in Fort Myers,
Florida
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Destin, FL -- June 28, 2004:
Jason E. Havens becomes
American Bar Association Probate & Property editor of
"Technology: Probate" column
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