Past Events

May 8, 2024 SEPC - Spring Social at Grand Central Brewhouse!
April 29, 2024 Outstanding Speaker Series Hosted by Community Foundation Tampa Bay
Raj Malviya
April 22, 2024 Conversations with a Probate Judge
Judge Coleman
March 21, 2024 How to investigate a nonprofit’s 990s.
Community Foundation Tampa Bay
February 26, 2024 Heckerling Roundtable- Joint with Pinellas Estate Planning Council
Panel of Speakers
January 11, 2024 Dealing with Unique Beneficiaries
Panel of Speakers
December 7, 2023 Wine and Arts!
David Sleeman, Executive Director, Business Development
September 21, 2023 SEPC Fall Social - Savant on Second
May 23, 2023 SEPC - Spring Social at the Famous St. Petersburg Shuffleboard Club
April 20, 2023 Understanding Digital Assets for the Finance Professional - SEPC Meeting - BREAKFAST
David Spencer, CPA
March 23, 2023 Multi-Disciplinary Teaming- A Best Practices Approach -March Joint SEPC & PCEPC Meeting & Happy Hour
Jordon Rosen, CPA, MST, AEP, Distinguished
February 23, 2023 Special Needs Planning & the Rise of Directed Trusts - February SEPC Meeting - BREAKFAST
Jennifer M. Tindell, J.D.
January 26, 2023 Heckerling Wrap-Up - January SEPC Meeting - VIRTUAL - Trenam Law-Sponsor
Steve Gorin
December 8, 2022 Making Charitable Gift Planning a Part of Estate and Financial Planning - December SEPC Meeting - BREAKFAST
Laurie Valentine, JD
November 14, 2022 Are Irrevocable Trusts Really Irrevocable - November SEPC Meeting - LUNCH with Pinellas County Estate Planning Council
Al W. King, III, JD, LL.M., AEP, TEP
October 13, 2022 A Fiduciary's Perspective - October SEPC Meeting - BREAKFAST
Gentry Byrnes and Darby Jones
September 19, 2022 September SEPC Meeting - Mental Health First Aid: A Training for Everyone that Could Save Anyone - LUNCH with Pinellas County Estate Planning Council
April Lott, LCSW - President & CEO, Directions for Living
September 15, 2022 SEPC Fall Social - Pinellas Ale Works
May 26, 2022 Spring Social - Joint SEPC/PCEPC
April 28, 2022 Delicate Dance with the Donor and Client
March 24, 2022 True Confessions of a Trust Officer
February 28, 2022 Socially Responsible Investing
Kit MacNee
January 27, 2022 Strategies for Trusts Hammered by Increased Income Tax Rates
Steve Gorin
December 16, 2021 Estate and Gift Tax Planning -- The Greatest Show on Earth - HYBRID MEETING
Alan S. Gassman, Esq., Christoher Denicolo, Brandon Ketron
November 18, 2021 Title Transfers Involving Death - HYBRID MEETING
Riana Giannico
October 21, 2021 Transition by Design: Successful Succession of the Privately Held Business and Wealth
Susan P. Rounds
May 27, 2021 International Estate Planning
Fabrice Marmousez, RSM US LLP
April 22, 2021 Market Outlook - Larry Adam, CIO - Raymond James
Larry Adam, CIO - Raymond James Investment
March 18, 2021 Conversations: The Most Important Part of Advance Care Planning
Kelly Siegel, MBA Empath Health & Erica K. Smith, Attorney Fisher and Sauls
January 21, 2021 Leaning Into Social Distancing: Planning for Politics
Tom Pauloski
December 3, 2020 Purposeful Planning -- Moving Beyond Traditional Planning to Enhance the Client's Estate Planning Experience - VIRTUAL
John A. Warnick
November 12, 2020 The Central Role of Family Governance in Today’s Estate Planning - VIRTUAL
Tom Rogerson
October 8, 2020 Year-End Planning in 2020: Including Planning for a Biden Administration - VIRTUAL
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
September 24, 2020 Coffee, Conversation & Covid - VIRTUAL
Marissa Levine, MD, MPH, FAAFP & Jennifer Katzenstein, PhD
September 21, 2020 PPP – Forgive BUT Never Forget ~ Applications & Implications - VIRTUAL
Alan Jowers, CPA
August 13, 2020 Virtual Happy Hour
May 14, 2020 Charitable Giving Solutions
Nicole Hisler
April 23, 2020 Guns and Roses: What Elder Law Attorneys Need to Know About Dementia and Gun Ownership
Professor Bobbi Flowers, Esq.
March 19, 2020 CANCELLED - Title Transfers Involving Death
Angela Holbrook & Mark Gundel
February 13, 2020 Playing in a SECURE Environment
Lester Law
January 9, 2020 Tax Update
Cathy Haug & Ryan Hayden
November 14, 2019 Ready or Not, Like It or Not, E-WIlls/Trusts/and Other Estate Planning Documents are Coming
Angela M. Adams, Law Office of Wm. Fletcher Belcher
October 10, 2019 Wrongful Death and the Personal Representative
Andrew B. Sasso, Esq. Macfarlane Ferguson & McMullen
September 12, 2019 2019 Fall Social
May 9, 2019 May Meeting - Estate Planning Roundtable Discussion
Estate Planning Roundtable Discussion
April 18, 2019 Financial Exploitation by Agent Under DPOA
Rebecca C. Morgan, Professor of Law
March 14, 2019 Estate Planning With IRAs
Lester B. Law
February 14, 2019 Overview of the New Tax Law for Planners and Their Clients
Mark A. Sellner CPA, JD, LLM
January 17, 2019 Risk Management for Tangible Assets; Caring for Art, Jewelry, Wine, and Couture
Jill Arnold Bull
December 6, 2018 Insurance – Cyber Issues
Laura Sherman & Chris Huber BKS Partners
November 15, 2018 Integrating Charitable Gift Planning Into Estate Planning
Laurie Valentine
October 18, 2018 Working with Elderly Clients
Bernadette Homan
October 2, 2018 2018 Fall Social
May 17, 2018 CLATs: An Underutilized Strategy
Hunter Payne, JD, LLM
April 19, 2018 Governance & the Challenges in Successful Planning with Multi-Generational Family Entities
Daisy Medici, Jim Brennan
March 15, 2018 Naming a Trust as the Beneficiary of IRA's
Kenneth J. Crotty, J.D., LL.M.
February 15, 2018 Collaborative Divorce - Panel Discussion
Sarah Hoerber, Kim Costello, Caroline Black Sikorske & Christine Derr
January 18, 2018 Important considerations in protecting your client’s assets from an insurance and risk management perspective
Laura Sherman
December 14, 2017 Estate Tax in the Future/Portability
William R. Lane, Jr. - Holland & Knight
November 16, 2017 Top 10 IT Security Mistakes Businesses are Making & How to Prevent Them
Tom Mitchell - Paradigm Computer Consulting
October 26, 2017 Litigation Issues Relating to Survivorship Rights in Joint Accounts
Brandon Bellew, Esq. Johnson Pope Bokor Ruppel & Burns, LLP
September 19, 2017 2017 Fall Social
May 11, 2017 SEPC Spring Social
April 20, 2017 Charitable Remainder Trusts
Beverley McLain & Rob Walton
March 16, 2017 CyberSecurity
Miguel Halblutzel
February 16, 2017 How and When to Fund a Revocable Trust/Estate Planning and Asset Protection Concepts
Patrick O'Connor, Esq.
January 19, 2017 Fiduciary Standard for Qualified Accounts
Matt DiGennaro
December 8, 2016 Tax Update
Bill Lane
November 10, 2016 Getting Into, Using & Getting Out of Florida Medicaid
Travis Finchum
October 6, 2016 Trust Panel: Discretionary Distribution Decisions
Trust Panel
September 13, 2016 SEPC Fall Social
April 28, 2016 Elder Abuse Panel
March 10, 2016 Transcending Learned Limits
William D. Anton, PhD
February 18, 2016 What you need to know about Chapter 738, the FL Principal and Income Act
Richard R. Gans
January 28, 2016 IRA's - From Basic to Advanced
Kristen Lynch
December 3, 2015 Avoiding Litigation in Probate
J. Richard Caskey
November 12, 2015 Portability Under New Regulations & Alice's Looking Glass
Alan Gassman
October 8, 2015 How Useful will the Florida Family Trust Company Act be to my Estate Planning Practice?
Jill Creager
September 3, 2015 SEPC Fall Social
May 19, 2015 Spring Social
April 30, 2015 Long Term Care Planning
Tampa Society of Financial Service Professionals
March 18, 2015 Building Bridges Between the Generations: The Role of Professional Advisors in Giving
Mark Brewer
February 26, 2015 Marriage Equality and Planning for LGBT Clients Post-Windsor
Jason Palmer
January 29, 2015 The Affordable Care Act – Year 5: Where we were, where we are, how it works, and its Impact on Estate Planning
David Lillesand
December 18, 2014 “Legacy: How You Live Today and How You Are Remembered Tomorrow” A Perspective on Helping Clients Add Clarity to their Planning
Karen Stollar - Senior Vice President & Senior Wealth Strategist - Hawthorn, PNC Family Wealth
November 20, 2014 Social Security Planning & Strategies
David Huffman
October 23, 2014 LLC's in Estate Planning
Joel Bronstein
September 24, 2014 Fall Social
May 15, 2014 Spring Social
April 24, 2014 Recent Transfer Tax Developments
Bill Swindle, Linda Griffin and Carlos Rodriguez
March 20, 2014 Do People Experience Your Business the Way You Think They Do?
Barry Powers, Digalign
February 20, 2014 When Creditors’ Rights & Bankruptcy Issues Collide with Estate Planning, What Should You Do?
Camille Iurillo
January 16, 2014 Elder Law Update
Charlie Robinson
December 12, 2013 Estate and Income Tax Planning After the American Taxpayer Relief Act of 2012
Brian Wodar
November 7, 2013 "You want to do what?" asked the IRA custodian
Bob Blain and Wendy Quinn
October 17, 2013 Special Needs Planning - What Every Estate Planner Needs to Know
Bradley J. Frigon
April 18, 2013 The Loop Group Spring Tour: Recent Developments and Planning After ATRA
Bruce Gordon, Bill Swindle, Jon Skelton
March 14, 2013 Charting Your Course to Tremendous Success
Ford Kyes
February 14, 2013 Elder Abuse
Bruce Ross and Bobbi Flowers
January 10, 2013 Unusual Strategies, Surprising Outcomes
Tom Pauloski
December 6, 2012 Ethical Issues in Estate Planning
Bill Kalish
November 8, 2012 Delaware Trust Planning
Heather Flanagan, PNC Delaware Trust Company
October 11, 2012 Avoiding Common Mistakes in Planning Charitable Gifts
John Elbare, MBA, CFP
April 26, 2012 Recent Changes and Trends in Estate Planning
The Loop Group Roadshow
March 8, 2012 Discovering Your Memory Power
Alan Mong
February 9, 2012 Some of the Best Estate Planning Ideas We See Out There That I Have Not Already Talked AboutÂÂÂ
Stacy Eastland
January 19, 2012 When Good Beneficiary Designations Go Bad: What You Can and Can't Do To Fix Them
Richard R. Gans, Esq.
December 1, 2011 Financial Exploitation, Fraud and Elder Abuse in Florida
Bobbi Flowers
November 3, 2011 Planning with Offshore Asset Protection Trusts, Problems Pitfalls, Opportunities & Assurance
Jonathan E. Gopman
October 6, 2011 How to Design, Explain and Implement Dynasty Trusts, Whether Domestic, Foreign, or in Florida
Alan Gassman
September 1, 2011 Florida Elder Law & Disability Forum
April 28, 2011 Investment Opportunity Amid Tax Uncertainty: Observations and Case Studies
Tom Pauloski
March 10, 2011 Planning for Incapacity: Who’s really doing the estate planning?
Judge Lauren C. Laughlin
February 10, 2011 Creatives Uses of FLP's
William R.
January 20, 2011 What Every Estate Planning and Probate Attorney Needs to Know About Changes in Elder Law
Charlie Robinson
December 9, 2010 Florida Probate and Trust Law Update
Melissa Register
November 11, 2010 The Tightening Noose of International Tax Compliance for U.S. Taxpayers
Kevin Packman and Mauricio Damian Rivero
October 21, 2010 Taxes and Special Needs Trusts
Vincent Russo
September 16, 2010 Fall Social
May 11, 2010 Spring Social
April 29, 2010 It's Not Personal Sonny, It's Strictly Business
Panel Discussion - Jane Alford-Mechinger, Steven Dahlquist and Edward McGinty
March 18, 2010 Working with All 4 Generations
Carol Price
February 18, 2010 Foreclosure Issues in Estate & Trust Administration
Donna Longhouse
January 14, 2010 Hedge Fund/Investments/Economic Market Outlook
J.C. Cabrera - Bernstein Wealth Management
December 10, 2009 Split Dollar Arrangements and their Return to Popularity
Cindy Wormser, Assistant Vice President, AXA Advanced Markets - AXA Equitable
November 5, 2009 IRA's - Converting to Roth in 2009
Stephen Agner - Wachovia/Wells Fargo
October 15, 2009 Recent Developments in Special Needs Trusts
Mary Alice Jackson, Esq.
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