6th Annual Pinellas County Estate Planning Council Seminar

Date: Wednesday, October 18, 2017
Time: 7:00am - 12:00pm
Location: Ruth Eckerd Hall
Speaker: Ky Koch, Eileen Poiley, Sandra Diamond, Ginger Snyder, Jim Carlstedt, Andrea de Cortes, David Barnhill


October 18, 2017

Ruth Eckerd Hall – Margarete Haye Great Room

1111 N McMullen Booth Rd, Clearwater, FL 33759

7:00 a.m. – 7:30 a.m.

Registration, Networking & Continental Breakfast


7:30 a.m.



7:50 a.m.


Lea Ann Collins, Pres. PCEPC

8:00 a.m.

Session 1: Top 10 Pitfalls in Drafting Prenupital Agreements

Ky Koch, Esquire & Courtney Koch, Esquire, Koch & Hoffman, P.A.

8:50 a.m.



9:00 a.m.

Session 2: Managing Clients with Memory Loss


Eileen Poiley, Director of Education at the USF Health Byrd Alzheimer’s Institute

9:50 a.m.



10:00 a.m.

Session 3: Panel Discussion – Interdisciplinary Approach to Ethics and Clients with Memory Loss


Sandra Diamond, Esquire, Williamson, Diamond & Canton, P.A.;

Ginger Snyder, CFP, 360 Wealth Management Group of Raymond James;

Jim Carlstedt, CPA, CJN&W CPAs, P.A.

10:50 a.m.



11:00 a.m.



Session 4: International Estate Planning for Non-U.S. Citizens or U.S. Citizens with Non-U.S. Assets

Andrea Darling de Cortes, Esquire and

David Barnhill, Esquire, Sharp Partners P.A.




PCEPC Members - $85.00

Guests - $95.00

Advance reservations are required.

See Upcoming Event Calendar