Fifth Annual MCEPC Symposium
MARTIN COUNTY ESTATE PLANNING COUNCIL SYMPOSIUM
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: firstname.lastname@example.org
GOLD SPONSORS: McCarthy, Summers, Wood, Norman, Melby & Schultz P.A. Attorneys at Law
HBK, CPA's & Consultants
Silver Sponsor: The Estate, Trust & Elder Law Firm, P.I.
Bronze Sponsors: Lavargna Law, PLLC & Law Offices of Marc R. Gaylord P.A.