MARTIN COUNTY ESTATE PLANNING COUNCIL

Third Thursday Member Dinner Meeting & Annual Food Drive

Please bring your non-perishable food donations to the dinner meeting!

Sponored by:  House of Hope

Thursday, November 21, 2019, at 5:30 PM at at the Stuart Corinthian Yacht Club

We are pleased to announce that our speaker will be:           Brad Gould, Board Certified Tax Lawyer

                                                                                                     Dean, Mead, Minton & Zwemer                             

Topics:  6 High Level Estate Planning Issues:

     1.  Choice of Trustee/Personal Representative        Family Members v. Friend v. Corporate

     2.  Issues for Blended Families

    3.  Issues for Business Owners

     4.  Probate Litigation Managment

     5.  Trust Accountings and Access to Information     Duty to account & Inform, Easy mistakes by a fiduciary

     6. Establishing Residency

Please RSVP to this event by noon on Wednesday, Nov. 20th, 2019, so that we may provide the caterer with an accurate headcount.

 

 

 


Martin County Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.