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API Lunch and Learn

Thursday, May 11, from 12:00 2:00 p.m.

Join us for our next API Lunch & Learn as we discuss “Planning for Incapacity.”

Join us as we discuss planning by the individual with the idea of having a third party take over the health and financial aspects of one’s life and then the second part, the preparation of the testamentary documents upon incapacity and later death.

CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), CPE (1 hour), and Insurance (1 hour).

Speaker: Richard Milstein

Richard C. Milstein

Richard C. Milstein concentrates his practice on complex, not-so-complex, and high-conflict trust, probate, estate, guardianship litigation and administration, and family law matters. With over four decades of experience in these areas, Richard ably assists clients and members of families, whether related or not, with a resolution of their issues in a caring and sensitive manner.

In addition to litigation and administration services, Richard provides life and estate planning advice to moderate and high-net-worth individuals and families, concentrating his practice on innovative planning solutions for alternative families and same-sex couples. One other area of special interest is his representation of the vulnerable in our community—children, older adults, and those who are marginalized.

Richard is a Certified Mediator by the Florida Bar Board of Certification, past president of the Miami-Dade County Bar, and a former chair of the Probate Committee. He has served on the Board of the Miami Dade Bar for multiple years. Throughout his career, he has been involved in numerous other organizations on a national, state, and local level, including the American Bar Association on the House of Delegates and, more recently on the Commission on Law and Aging; the Florida Bar as the chair of the Council of Sections, on the Real Property and Probate Section (having served on many committees and leadership roles) and the Elder Law Section (past chair and legislative chair for many years).

Richard is a fellow of the American College and Estate Counsel (ACTEC) and has been a representative on three national think tanks dealing with the issues of guardianship and the development of legislation and protocols in various states. Richard is a frequent lecturer on the issues in which he practices and on ethics and professionalism and is sought after to speak in all geographic areas.

A renowned champion for equal justice and pro bono legal services, Richard is the 2019 recipient of The Florida Bar Foundation’s Medal of Honor. Other honors include the Dade County Bar Association’s Legacy Award, the Tobias Simon Pro Bono Services Award presented by the Florida Supreme Court, and other national and state recognitions. In his honor, The Dade County Bar Association established an award designated the “Richard C. Milstein Award of Excellence.”

Outside of the practice of law, Richard is involved in diversified interests in the community. He currently serves as the chair of the Adrienne Arsht Center for the Performing Arts and has been involved in the cultural community since the inception of his practice. Richard is a former chair of the Miami Foundation and of the Inter-Professional Council, formerly a board member of SAVE, founding president of Bet Shira Congregation, and a member of the Miami Dade County Cultural Affairs Council and the Independent Review Panel.

Event Organizer:

Sydney Rubin



Marcum LLP

Event Cost: