MCEPC - MAY ANNUAL TAX AND ESTATE PLANNING SEMINAR

Date: Friday, May 19, 2023
Time: 8:00am - 3:30pm
Location: The Charles and Rae Kane Center (at the Council on Aging)

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MAY SEMINAR TO BE HELD AT THE KANE CENTER, 900 SE SALERNO RD., STUART, FL 34997

MANY THANKS TO SPONSORS:

  • Council on Aging of Martin County at the Kane Center
  • Johns Law Firm
  • McCarthy, Summers, Wood, Norman, Melby & Schultz, PA
  • HBK CPAs & Consultants
  • HBKS Wealth Advisors
  • Fox McCluskey Bush Robison, PLLC
  • Northern Trust

GUEST SPEAKERS:

Cristin Keane – Shareholder, Carlton Fields – Tampa, FL: “Selecting When and Why to Deploy Charitable Planning Techniques”

David Warren – Co-Founder and Chairman, Bridgeford Trust Company – Pierre, SD: “Dynasty Trust Planning in South Dakota”

Scott Johns – Sole Member, Johns Law Firm, PLLC – Juno Beach, FL: “Critical non-tax considerations when creating QPRTs”

Patrick Lannon – Partner, Shutts & Bowen LLP – Miami, FL: “Asset Protection Overview – strategies for maximizing Florida’s statutory exemptions”

Member Cost:  $150 pp

Guest Cost:  $175 pp

See Upcoming Event Calendar