Florida Forum Meeting

Friday, May 10, 2024
9:00 AM - 9:30 AM
Breakfast and Check-In
Please use this time to check in for the meeting, talk over coffee, find your seat, and sign in for CLE.
 
9:30 AM - 9:45 AM

WealthCounsel Welcome & Introductions with Henna Shah

 
9:45 AM - 10:45 AM

Ethical Considerations for Trusts & Estates Attorneys
This presentation will examine the critical ethical concerns faced by trusts and estates attorneys. We will delve into the relevant model rules established by the American Bar Association and discuss best practices to fulfill our ethical responsibilities while providing thorough representation to estate planning clients.

Jessica Spenik, WealthCounsel, LLC
10:45 AM - 11:00 AM

Break

 
11:00 AM - 12:00 PM

Land Trusts, the Corporate Transparency Act, and Real Estate Issues with Estate Planning

Joseph Seagle, Aspire Legal Solutions
12:00 PM - 1:15 PM
Lunch, Panel Discussion and Q&A
Panelists
Chuck Wilder
Thom Rogers 
Krista Rogers
Barbara Pizzolato
Colleen O'Rourke
 
1:30 PM - 2:30 PM

Tax-Wise charitable solutions for philanthropic retirement account owners.  Plus, thoughts on planning in the shadow of the Sunset Freakout.

 

David Cahoone, The Dorcey Law Firm, PLC
2:30 PM - 2:45 PM

Break

 
2:45 PM - 3:45 PM

Time (and Focus) Management

C. Todd Smith, C. Todd Smith Law
3:15 PM - 4:15 PM

Closing and FAQ
Discussion and FAQs to end our meeting.