Past Events

December 3, 2018 Ethical and Practical Considerations in Using Social Media
November 5, 2018 Self-Directed IRA and 401(k) for Wealth Building in Estates
October 24, 2018 7th Annual Pinellas County Estate Planning Council Seminar~ New Tax Laws
September 24, 2018 2018 Fall Social
May 14, 2018 Affluent Issues Related to Property & Casualty Insurance
April 26, 2018 A Potpourri of Potential Estate Planning Abuses
March 26, 2018 Role of Trusts in the Divorce Process
February 26, 2018 Getting to the Heart of the Matter!
February 7, 2018 2018 Winter Social
January 29, 2018 Tax Update
December 11, 2017 Estate Planning for Your Intellectual Property
November 13, 2017 New DOL Fiduciary Role
October 18, 2017 6th Annual Pinellas County Estate Planning Council Seminar
September 25, 2017 The Continued Importance of Diversification in the Management of Investment Portfolios
September 13, 2017 2017 Fall Social
May 15, 2017 Tax Efficient Plan Design for 2017
April 20, 2017 Florida Senate Bill 206 & What Electronic Wills Means for Estate Planners
March 20, 2017 Renowned Negotiations: And What We Can Learn From Them
February 27, 2017 Successful Incorporation of Charity into the Business Exit Plan
January 23, 2017 2016 Income Tax Update
December 5, 2016 Social Media Strategy
November 7, 2016 Wills of Famous Women and the Lessons They Teach Us
October 19, 2016 5th Annual Estate Planning Seminar
September 19, 2016 The Dynamic and Ever Fascinating Markets!
September 14, 2016 Fall Social
May 16, 2016 Cash for Your Warhol: Art & Tangible Property Valuation for Estate Tax Purposes
April 21, 2016 Practice Challenges in Probate and Guardianship
March 21, 2016 Pinellas County Veterans Services - An Introduction to Veterans Benefits
February 22, 2016 Protecting Americans From Tax Hikes Act of 2015 (PATH) ~ Summary of Charitable Aspects to Implement into your Practice
January 25, 2016 Tax Update
December 14, 2015 Collaborative Process - The new (and improved) dispute resolution alternative for divorce, probate, labor, et al
November 16, 2015 Elder Law Basics
October 21, 2015 4th Annual Estate Planning Seminar
October 5, 2015 Planning with IRA's & Qualified Plans
September 17, 2015 Fall Social
May 18, 2015 "Chronic Health Care and Funding Strategies."
May 13, 2015 Spring Social
April 16, 2015 Getting a Grip on Fiduciary Accounting Under the Florida Uniform Principal and Income Act, Chapter 738, Florida Statutes
March 16, 2015 "ABC’s of Charitable Giving"
February 23, 2015 "Directed Trusts"
January 26, 2015 “2015 Tax Outlooks and Changes”.
December 15, 2014 "Legacy: How You Live Today and How You Are Remembered Tomorrow."
November 17, 2014 “Managing Risks and Navigating Uncertainty”
October 6, 2014 To Be Announced
September 17, 2014 Fall Social
May 19, 2014 Global Economy and the Impact on the Tampa Bay Economy
May 14, 2014 Spring Soical
April 17, 2014 Joint meeting with Clearwater Bar
March 17, 2014 To Be Announced
February 24, 2014 Thwarted Charitable Intent- Opportunities and Pitfalls in Gifts to Charities
January 27, 2014 “What every professional advisor should know about the Affordable Care Act”
December 16, 2013 "WHEN IS GUARDIANSHIP APPROPRIATE?”
November 18, 2013 Joint Accounts and Litigation
October 23, 2013 2nd Annual PCEPC Seminar
October 7, 2013 "Technical Analysis-Charting Stock"
September 18, 2013 Fall-Kick off social
May 20, 2013 Portability, Panacea? Pariah? Placebo?
April 18, 2013 Digital assets with the subject titled: Planners on the Ground, Assets in the Cloud: Estate Planning
March 18, 2013 Fixing Trusts That Don't Work Judicial, Non-Judicial Modification and Decanting
February 25, 2013 David Frye, Esquire (Regional Fiduciary Executive)
January 28, 2013 Federal Tax Updates for 2013
December 10, 2012 "Special Needs Trusts: Defining the Basics and Discussing the lesser-known Uses of SNTs."
November 26, 2012 “Who gives? Philanthropy’s role in estate planning”
October 22, 2012 "What Happens After "I Do" The Impact of Marriage, Divorce and Cohabitation on Estate Plannin
October 17, 2012 Estate Planning Seminar
September 18, 2012 Fall Kick Off
May 21, 2012 Crystal Ball View on the Estate Tax for 2013 and Some Can’t Miss Planning Opportunities’
April 19, 2012 Joint meeting with Clearwater Bar
March 19, 2012 Charitable Planning during an Economic Downturn
February 27, 2012 Same Sex Planning Tips
January 23, 2012 Tax Updates
December 12, 2011 Marital and Nonmarital Assets/Professional Liability
November 14, 2011 Powers of Attorney: The Good, The New and The Ugly."
October 17, 2011 Asset Protection
September 21, 2011 Fall Kick-Off
June 1, 2011 No Meetings in June, July or August
May 16, 2011 Special needs Trust Planning
April 21, 2011 “Planning Opportunities and Structures under the New Estate Tax Law"
March 21, 2011 "The economic outlook with special attention to the Bond Market"
February 28, 2011 "Emerging Life Insurance Product and the Changing Marketplace"
January 24, 2011 Repeal of the Estate Tax/New rules for 2011
December 13, 2010 Year End Tax Planning
November 15, 2010 Revocation of Wills: An idea whose time has come?
October 18, 2010 “(Almost) Everything You May Want to Know About The Use of Trust Protectors”
September 22, 2010 Fall Kick-Off at the Dunedin Fine Arts Center
May 17, 2010 "Deferred Charitable Giving: CRATs; CRUTs; and NIMCRUTS."
April 15, 2010 Joint Meeting with Clearwater Bar
March 15, 2010 “2010-The Year that wasn’t supposed to Happen but has? How to Deal with Estate and Tax Issues in a
February 22, 2010 Quantifying the Most Compelling Transfer Tax Strategies
January 25, 2010 Electronically Filing of Court Documents & Probate Matters
January 24, 2010 Repeal of the Estate Tax/New rules for 2011
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