How and When to Fund a Revocable Trust/Estate Planning and Asset Protection Concepts

Date: Thursday, February 16, 2017
Time: 7:30am - 9:00am
Location: All Children's Hospital Education Conference Center
Speaker: Patrick O'Connor, Esq.

Meeting Sponsor:


How and When to Fund a Revocable Trust/Estate Planning and Asset Protection Concepts: The four ways to transfer your assets to your beneficiaries; without any documentation (intestate) with a well (testate), with a trust (no probate), and via other means (right of survivorship, JTBE, beneficiary designation).  This would include a discussion about the timing regarding the funding of a trust (during your lifetime, at death, or never) and how to structure an asset protection strategy that balances with a clients estate plan. 


The breakfast roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:30 a.m.

Advance reservations are required.

Meeting Location:

All Children's Education Conference Center - DIRECTIONS

701 4th Street South

St. Petersburg, FL 33701

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