Fifth Annual MCEPC Symposium

Date: Tuesday, January 21, 2020
Time: 8:30am - 3:30pm
Location: The Charles & Rae Kane Center, Langford Theatre, 900 SE Salerno Rd, Stuart


Presented by:   TREASURE COAST HOSPICE       
Hosting Sponsor:  KANE CENTER, Council on Aging of Martin County 


8:30AM  Registration and Reception, light breakfast provided

9:00AM  Introduction: Stephen Pinnacoli, President, Martin County Estate Planning Council

9:10AM  Overview of Programs and Services provided by Treasure Coast Hospice: Presenter: K. Murray Fournie, CFRE, FAHP,  Treasure Coast Hospice

9:30AM Importance of Planning for End of Life and Advanced Care Directives: Presenter: Treasure Coast Hospice

10:15AM Estate Planning Documents to Know: Presenter: Peggy Wood, Esq., AEP®, McCarthy Summers Wood Norman Melby & Schultz, P.A.

11:00AM Implications of the 2018 Tax Changes: Presenter: Sarah Gaymon, CPA, HBK, CPAs and Consultants

12:00PM Lunch provided: Welcome remarks from Host Sponsor, The Council on Aging of Martin County, Inc.

1:00PM Elder Law and Medicaid Planning: Presenter: Joannie Rodriquez, Esq., The Estate, Trust & Elder Law Firm, P.L.

1:45PM  Expensive US Asset Prices: The risks, tension and opportunities: Presenter: Scott Roads, Spectra Investment  Management, LLC 

2:45PM  I Wanted That! Dealing with Personal Property in your Will: Presenter: Melissa Fricke, Managing Director, Wilmington Trust

3:15PM Closing Remarks

Open to the public. 

Register:  Call Matthew King (772) 324-3321 or         email:

GOLD SPONSORS:  McCarthy, Summers, Wood, Norman, Melby & Schultz P.A. Attorneys at Law
HBK, CPA's & Consultants
Wilmington Trust

Silver Sponsor:  The Estate, Trust & Elder Law Firm, P.I.

Bronze Sponsors:  Lavargna Law, PLLC     &   Law Offices of Marc R. Gaylord P.A.


Related Document(s):

See Upcoming Event Calendar