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DTSTART:20230223T123000Z
DTEND:20230223T140000Z
LOCATION:St. Petersburg Yacht Club
UID:2319520230223T123000ZSpecial Needs Planning & the Rise of Directed Trusts - February SEPC Meeting - BREAKFAST
DTSTAMP:20260409T154449Z
DESCRIPTION:\nSpecial Needs Planning & the Rise of Directed Trusts\n \nPresented by: Jennifer M. Tindell, J.D., Special Needs Trust Manager - Raymond James Trust, N.A.\n \nThis presentation will focus on the use of Directed Trusts in Special Needs Planning. Discussion will center around the benefits of directed powers in drafting, the importance of relying on expertise as a fiduciary, and recent state adoptions and updates concerning the Uniform Directed Trust Act.\n \n*********************\n \nThe BREAKFAST meeting will be held at the St. Petersburg Yacht Club located at 11 Central Avenue, St. Petersburg FL 33701.\n \nThe meeting will begin promptly at 8:00 a.m. with BREAKFAST and the opportunity to network at 7:30 a.m.\n \nAdvance reservations are required.\n \nThank you to our sponsor:\n \n \n \n*********************\n \nBIO:  Jennifer Tindell is originally from Pensacola, Florida, and holds a B.A. in English Literature from the University of West Florida. She earned her J.D. along with a Certificate of Concentration in Elder Law in 2015 from Stetson University College of Law. She currently resides in Atlanta, Georgia, and joined Raymond James Trust in March of 2022 as the Special Needs Trust Manager. She has held progressive roles in the Estate Settlement and Special Needs Trust field since 2010, and currently oversees $1.3 billion in directed and traditional SNT business. She is very passionate about her work helping families navigate the public benefits system and finding a better quality of life for beneficiaries.\n \n \n \n \n
SUMMARY:Special Needs Planning & the Rise of Directed Trusts - February SEPC Meeting - BREAKFAST - Suncoast Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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