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Hosted by The Tampa Bay Estate Planning Council

Trust Jurisdiction Options

All of us know the mantra in building or buying a home, it’s location, location, location. You’d be examining elements like local laws, available labor, and tax climate. Yet when approaching estate planning and, more specifically, setting up a long-term, irrevocable trust, many high net worth families both think and act locally.

As some states have modernized their trust laws and expanded the options available to a trust donor, knowing those options and making an informed choice about where to site a trust is more important than ever. Brook Lester, Chief Wealth Strategist of Diversified Trust will leads us through a discussion on trust jurisdiction options.

About the Evening

Join us for cocktails with one of the best views of Tampa Bay. That's followed by a delicious meal with great dinner conversation.

5:15 pm - Networking Social (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Parking Information
 Convenient parking is available in the garage located on Tampa Street, connected to Bank of America building via skybridge. Please bring parking ticket to club where it will be stamped to receive our preferred parking rate. Parking after 4:30 pm and on weekends is free.

Reservation Options
 Please use one of the reservation options below.

Wednesday, October 18, 2017
5:15 PM - 7:30 PM

Location
The Tampa Club
41st Floor
101 E Kennedy Blvd
Tampa   FL   33602
(813)229-6028
 
Website for Location
Map for Location



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Non-Member Fee - $40 $40.00
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Speaker Profiles

 


Brook H. Lester, CPA
Diversified Trusts

As Chief Wealth Strategist, Brook designs and directs Diversified Trust’s wealth strategies offering which includes trust, estate, tax and business planning. Prior to joining the company, Brook was a Director with Deloitte Tax LLP and served as the Southeast region leader of estate, gift, trust and charitable planning services for high net-worth families and closely held businesses. Prior to Deloitte, he practiced estate and tax law with a regional firm and worked with another international public accounting firm.

Brook graduated from the University of Mississippi with a Bachelor of Accountancy and a Juris Doctor. He is a member of the Tennessee Bar Association as well as the Mississippi Bar Association. He is also a member of the Tennessee Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Memphis Estate Planning Council. Additionally, Brook is a member of Christ Methodist Day School Board of Trustees.


Registration Fee
 
Non-Member
$40.00