Estate Planning Perils: View from a Corporate Trustee

Date: Monday, May 22, 2023
Time: 11:30am - 1:00pm
Location: Ruth Eckerd Hall-Dimmitt Lounge
Speaker: Colleen Carson Beinhauer, J.D., LL.M.

Colleen Carson Beinhauer became Chief Fiduciary Officer in 2022 after joining Raymond James Trust, N.A. in 2017 as an Associate Fiduciary Officer. As Chief Fiduciary Officer, she oversees a team of fiduciary officers focusing on fiduciary issues, account pre-acceptance, tax, real estate, and specialty assets.

Prior to joining Raymond James Trust, N.A., Colleen was practicing law in Florida. Colleen focused her practice on estate planning, estate and trust administration, guardianships, real estate, and representing closely held businesses.

Colleen is a graduate of Furman University (2003) with a Bachelor's degree in sociology. Upon graduation, Colleen attended Thomas Jefferson School of Law (2006) in San Diego, California. Colleen also earned her Masters in Tax Law from Boston University (2007). She is licensed to practice law in Florida.

Colleen is a past president of the Pinellas County Estate Planning Council and past Treasurer of the Clearwater Bar Association. She also served on the board for the Lighthouse for the Blind and on the Florida Bar Probate Rules Committee.

She currently lives in Odessa, FL with her husband and two sons.

The meeting will be held at the Ruth Eckerd Hall located at 1111 McMullen Booth Road, Clearwater FL 33759.  We will be meeting in Dimmitt Lounge. The meeting will begin promptly at Noon with LUNCH and the opportunity to network at 11:30 a.m. Advance reservations are required


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