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)
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
