Join us for an engaging roundtable discussion centered around a detailed, real-world estate planning case involving Henry and Wendy, a couple facing complex family dynamics, business exit planning, and legacy considerations. This session will highlight the importance of cross-disciplinary collaboration, as we bring together a team of professionals from various sectors—estate planning, financial advising, tax strategy, insurance, investments, and philanthropy—to analyze, strategize, and propose integrated solutions.

The case study features multiple challenges, including Henry’s desire to ensure his disabled son’s future, maximize the value of his medical practice as he prepares for retirement, and minimize estate taxes, all while honoring his charitable giving and ensuring fairness in family inheritance. Wendy, with her own significant assets and charitable interests, is navigating a trust she’s unhappy with and figuring out how best to integrate her charitable giving desires into her estate plan.

This session provides a unique opportunity for professionals to learn from one another, enhance their understanding of cross-disciplinary strategies, and work together to craft solutions that align with both client needs and fiduciary responsibilities.

Agenda
5:15 PM - Professional Networking with Apps & Drinks
6:00 PM - Program Begins
7:10 PM - Program Concludes

This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.

Register by 5 PM on February 14. To let us know that you will be attending, please use one of the RSVP options on the right.