Annual Estate and Tax Planning Seminar

Date: Friday, May 16, 2014
Time: 8:00 AM - 5:00pm
Location: Stuart Corinthian Yacht Club
Speaker: Thomas F. Commito, Esq.; Robert C. Slane, CLU; Richard M. Flah, CLU

Martin County Estate Planning Council 2014 Tax & Estate Planning Seminar

May 16, 2014



8:00-8:45am—Registration and Continental Breakfast


9:00am to 12:00pm—Thomas F. Commito, JD, LLM, ChFC®, CLU®, AEP           

Planning for Long-Term Care

Life Insurance and Asset Allocation

Valuation of Life Insurance Policies

Estate Planning for Foreign Nationals

**Two 15 minute breaks will be given

12:00pm-1:00pm Lunch

  • 12:00pm-12:20pm—Buffet line; Social
  • 12:20pm-12:40pm—Lunch Speaker—United Way
  • 12:40pm-1:00pm—KC Daniel—auction


1:15pm-2:30pm—Robert C. Slane, AEP, CLU®

Private Split-Dollar


2:45pm-4:00pm—Richard M. Flah, CLU®

Best Intentions… Ugly Results—Life Insurance Tax Traps and More

4:00pm-5:00pm—Social Hour

Registration fee is $125.00 for members of the Council and $175.00 for non-members.  You may register by credit card on the website or by mailing a check to:  MCEPC, P.O. Box 2104, Stuart, FL  34995-2104.

See Upcoming Event Calendar