Using our Fact Pattern from the February meeting, we will examine the impact of Henry’s sudden death on his estate plan, business, and family dynamics. Discuss strategies for business succession or sale in light of an unexpected loss, ensuring continuity and tax efficiency.

Explore the legal and financial complexities of managing the inheritance for Henry’s disabled son and the rest of his children, considering both family dynamics and fiduciary duties.

Assess the effectiveness of Henry’s estate planning strategies, including whether his plans for minimizing estate taxes, ensuring Wendy’s well-being, and leaving a legacy for his children are feasible. Address the role of life insurance, charitable giving, and trust administration in fulfilling Henry and Wendy’s wishes, while also managing unforeseen complications from an outdated or incomplete estate plan.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 March 21. To let us know that you will be attending, please use one of the RSVP options on the right.