MARTIN COUNTY ESTATE PLANNING COUNCIL

Networking Happy Hour

Mark Parthemer, Glenmede

Michael Sneeringer, Porter Wright Morris & Arthur LLP - Heckerling Update

Networking Reception

Jenny Fields, CFA, Martin County Property Appraiser

Moira McLachlan, National Director of Core Allocation Strategies, AllianceBernstein

Guest Speaker -Alfred J. Stashis, Jr., Dunwody, White & Landon, PA - SECURE ACT

Ann Decker, Retired IRSC Foundation Executive Director - Charitable Giving Strategies

Michael Sneeringer, Porter Wright Morris & Arthur LLP - Heckerling Update

Guest Speaker: Laura Morgan, LMFT, Grief Counselor, Treasure Coast Hospice

Mix and Mingle

W. Scott Johns V, J.D., LL.M. in Taxation, Johns Law Firm

R. Marshall Jones, JD, AEP®, CLU®, ChFC®, CAP®, FLMI and Eric Eklund, Esq. with Jones Lowry

Networking only event

Joshua N. Goldglantz, Gunster

Guest Speaker: Brian Yacker, CPA, JD, Baker Tilly, Charitable Giving Planning: To DAF or not to DAF, Nonprofit Organization Sponsor: Hibiscus Children’s Center

Guest Speaker: Coventry Edwards-Pitt, Ballentine Partners; Nonprofit Organization Sponsor: Boys & Girls Clubs of Martin County

Guest Speaker: Scott A. Roads, Spectra Investment Management, LLC; Nonprofit Organization Sponsor: Council on Aging of Martin County, Kane Center

PRESENTER WILL BE REMOTE - Matthew Schiavone - HBK CPAs & Consultants, Cybersecurity

MCEPC Guest Speaker for the November ZOOM Meeting- Brad Gould, Dean Mead

Jenny Fields, CFA, Martin County Property Appraiser

CHANGE IN PRESENTER: Steve R. Akers, JD, Bessemer Trust Company, N.A. and Donna True of Council on Aging of Martin County at the Kane Center

Judge Jennifer Waters - The Intersection of Estate Planning and Family Law - A View From the Bench

Scott Johns, Johns Law Firm with Philanthropic Organization Sponsor - The Council on Aging of Martin County at the Kane Center

Alvina Lo, Chief Wealth Strategist & Stuart Smith III, National Director, Business Value Strategies, Wilmington Trust and M & T Emerald Advisory Services TM with Philanthropic Organization Sponsor - The Garwood Foundation

Amy L. Dalen, JD, HBK, Year-End Tax Planning Considerations in light of the CARES/SECURE ACT with Treasure Coast Hospice as Nonprofit Sponsor

Joseph M. Percopo, Esq. will speak on Lady Bird Deeds and non-probate transfers; Also Featuring and Tykes and Teens, Charitable Nonprofit Event Sponsor

Tom Essaye, Founder and President of Sevens Report Research

Jenna Rubin, Esq.

James Sopko, Esq. & Frank Ferraro, CPA - Stories to Learn From

Brad Gould, Board Certified Tax Lawyer

Jonathan L. Fitzgerald, JD, CPA Wilmington Trust

Karen Lapekas, Esquire, LL.M. and Joe Schimmel, Esq., LL.M.

Lauren Benenati Blatz

Business Succession Planning, James Rosa & Amy Dalen, HBK CPA's & Consultants: 2018 Tax Law Update; Bonnie Conrad, J.D., Dept. of Elder Affairs, Elder Abuse/Financial Exploitation; Craig Jon Anderson, C & W Technologies: Cybersecurity, Dark Web, Hackers & Phishing. Sponsor: UW Martin County Fdn.

Market Update: Ronald Quinlan, Jr., CFP, CTFA, CFA, Northern Trust; Sponsor: Treasure Health/Hospice

Howard Rosen, Esq., Offshore Trusts for Estate Planning; Sponsor Boys & Girls Clubs of Martin County

Nikki Melby, Esquire: Special Needs Trust - News Opportunities/Difficulties Sponsored by Molly's House

John Mangan, Esquire: Gun Trusts and Handling Guns After Owner's Death Sponsored by House of Hope

MCEPC's 1st Networking Event - Bring your business cards, brochures & bio's - you'll have 2 minutes to share who you are and what you do!

Ray Robison and Robert Goldman; LLC's, Asset Protection Benefits & Operating Agreements; Sponsored by Martin County Community Foundation

See Evite

Larry Crary, Esquire: Compassionate Communication - Listening/Talking Sponsored by The Children's Museum

MCEPC Introduction

N/A

See Agenda for Full Details

Christopher Morhardt, President/CEO Pharus Group LLC

Craig Dreyer, Esq.

Terry Balko, Director, Resource Development, Boys & Girls Clubs of America; Christopher C. Gabries, VP, Merrill Lynch

Jerome Wolf, Esq. - IRS Proposed 2704 Regulations

Honorable Barbara W. Bronis

Craig Dreyer, Esq., Estate Planning; Galina Koval, CFP, Medicare; Nancy Goethel, CFP, Investment Topics; Lynn Blackard, CPA, Fraud Prevention

Sheila Biehl, Esq. - Probate Litigation

Shawn Snyder

Craig Dreyer, Esq.

Alexandre M. Denault, Esq.

James Sopko, Esq.

Several - see event information

Dawn St. Clair, The Salvation Army

Robert Goldman, Esq., Fox, Wackeen

Sponsored by The Community Foundation of Martin County

Alan Gassman, Esq.; Matthew Rubin, Stacey McMahan, Esq.; and Robert Burns, RICP

Andrea Gregory-Pooley, CTFA, Seacoast National Bank

Larry Klitzman, Esq.

Craig Dreyer, Esq.

Stewart McGough, Esq.

Scott A. Roads, SVP/Managing Director and Ron Quinlan, CFP, Northern Trust

Donna R. McMillan, Esq., Nancy Goethel, CFP and Lynn Blackard, CPA

Thomas F. Commito, Esq.; Robert C. Slane, CLU; Richard M. Flah, CLU

Tim Luke and Greg Strahm/TreasureQuest Appraisal

Michael R. Harris, CFP, CLU, ChFC

Steven P. DePasquale, CPA

Ted E. Furniss, CFA, Wilmington Trust Co.

Jacob Wysong, Aycock Funeral Homes

Nicola J. Melby, Esq.

Jim Sopko

Mark Parthemer

Carrie Lavargna, Esquire