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Hosted by The Tampa Bay Estate Planning Council

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The estate planning process often proceeds without controversy. Disputes that arise after a loved one dies can be incredibly destructive. One type of dispute can involve allegations that a Revocable Trust was not properly signed. Yoshimi O. Smith will share an update on the latest developments in Florida.

5:00 pm - Welcome and Ice Breaker Networking

5:20 pm - Program with Yoshi Smith
                  (speaker will be virtual)

6:10 pm - Presentation Concludes, Virtual Event Concludes
                  Networking continues for in-person attendees

Plan to attend In-Person (Maximum of 20)

Not ready for in-person but send me a link for Zoom

Cannot Attend

Wednesday, January 19, 2022
5:00 PM - 7:30 PM Eastern Time


Zoom for Virtual Attendees
The Centre Club for In-Person Attendees
123 S West Shore Blvd
Tampa   FL   33609
Website for Location

Speaker Profiles


Yoshimi O. Smith, JD
Beller Smith

Yoshimi O. Smith is a co-founding partner of the law firm of Beller Smith, P.L., located in Boca Raton, Florida. She concentrates her practice in the areas of estate and tax planning, estate and trust administration, and business succession planning. Ms. Smith is a graduate of Hofstra University Law School and the State University of New York at Stony Brook. She is admitted to practice law in New York and Florida.

Ms. Smith is a Fellow of The American College of Trust and Estate Counsel. She is the co-vice chair of the Ad Hoc Fiduciary Licensing Committee, co-vice chair of the Estate and Trust Tax Planning Committee, and a member of the Executive Council of the Real Property, Probate and Trust Law Section of the Florida Bar (“RPPTL”). Ms. Smith also serves on the Professionalism and Ethics Committee, Probate Law and Procedure Committee, Probate and Trust Law Committee, and the Wills, Trusts and Estates Certification Review Course Committee of RPPTL. She is chair of the Probate Committee for the South Palm Beach County Bar Association.

Ms. Smith is rated an AV lawyer according to Martindale Hubble and has been named Top Up & Comer in South Florida by South Florida Legal Guide, Rising Star by Florida Super Lawyers, Super Lawyer by Florida Super Lawyers, Who’s Who in American Law, Who’s Who of American Women, Strathmore’s Who’s Who, and Up and Comer in Florida Legal Elite.

Ms. Smith is a frequent speaker on tax and estate planning topics and has lectured and written on various trust and estate topics for the NYU Tax Institute, Florida State Bar, New York State Bar Association, Practicing Law Institute, Northwest Federal Tax Conference, Palm Beach County Estate Planning Council, Florida Legal Education Association, South Palm Beach County Bar Association, Collier County Bar Association, New York City Bar Association, Portland Tax Forum, National Business Institute, Matthew Bender, Leimberg Services, Thomson Reuters, local estate planning councils, various charities, community and professional organizations.


DateCourse Title/DescriptionStart
Jan 19, 2022 Consequences of Improperly Executed Revocable Trusts Yoshimi O. Smith, JD Although the execution requirements for estate planning instruments are straightforward, beneficiaries often identify numerous ways to contest an estate plan based on failure to follow the proper formalities. In this session, we'll take a look at the requirements, possible slip-ups, and practices to help avoid challenges based on improper execution of estate and trust documents. 12:00 A

Event ID  267