The health and well-being of our Suncoast Estate Planning Council members is of paramount importance to our Board. Along with many others, we’ve been closely monitoring the developments of COVID-19. As a necessary precaution, we are cancelling our March 19th Council meeting.

We value your membership and your understanding.

The breakfast roundtable meeting will be held at the St. Petersburg Yacht Club -  11 Central Ave, St. Petersburg, FL 33701. 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.

The purpose of this presentation is to provide you with an understanding of the role FLHSMV has in handling title and registration transactions involving owners and lienholders that are deceased.

Topics covered:

1. Testate
   1. Specifying disposition of a vehicle, mobile, or vessel
   2. Surviving Spouse
   3. Joint Ownership
   4. Separate Writing
   5. Trusts
2. Intestate
   1. Chart of Heirs
   2. Surviving Spouse
   3. Joint Ownership
   4. Trusts
3. Probate
   1. Letters of Administration
   2. Orders of Summary
   3. Family Administration
   4. Setting Aside Exempt Property
4. Legal Descriptions Available to Record on a Title
   1. Life Estate/Remainder Person
   2. With Rights of Survivorship
   3. Tenancy by the Entirety
5. Questions and Answers

Meeting Location:

St. Petersburg Yacht Club

11 Central Ave, St. Petersburg, FL 33701

Street Parking is Available

or

Self Pay SPYC Garage ~ $7.00

Sponsored By:

Angela D Holbrook

Angela has been with the Pinellas County Tax Collectors Office for over 18 years. She has over 17 years of experience processing title work. She holds a Bachelor’s Degree in Information Science and Technology. She has served as a technician, a trainer, and now a Management Analyst. As a Management Analyst she researches Florida Statutes and procedures to ensure employees of the Tax Collectors Office work within the law at all times.

Mark Gundel

Mark has been with the Pinellas County Tax Collectors Office for over 9 years. He has over 9 years of experience processing title work. He holds a Bachelor’s Degree in Criminology. He has served as a technician, and is currently a trainer. As a trainer, Mark ensures all technicians of the Pinellas County Tax Collectors Office have the knowledge needed to process title work.