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Hosted by  The Tampa Bay Estate Planning Council

Planning for the Middle-Rich


Sophisticated Strategies for Affluent Clients Who Still Need Practical Advice
Many clients are affluent enough to need sophisticated estate, tax, charitable, retirement, and succession planning, but not wealthy enough to rely on unlimited resources or family-office-level infrastructure. This session focuses on practical planning strategies for the “middle-rich” client: those who need thoughtful coordination, smart prioritization, and advice that fits real-world family and financial dynamics.

Agenda
5:15 PM - Professional Networking with Appetizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes

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

Registration Information
Please register by 5 PM on January 22nd. To let us know that you will be attending, please use one of the RSVP options on the right.

Wednesday, January 27, 2027
5:15 PM - 7:15 PM Eastern Time

Location

Hillsborough County Bar Association
Chester H. Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
Website for Location
Map for Location



Continue and pay now by credit card, debit card, PayPal account or mailed check


Tampa Bay EPC Members - $0

Council Guests - $45

Speaker Profiles

 


Robert Kirkland, JD
Kirkland Hochstetler

Robert “Bob” Kirkland is a Member of Kirkland Hochstetler PLLC, with offices in Naples, Florida; Kansas City, Missouri; and Canton, Ohio. Licensed in Florida, Missouri, and Kansas, he works with individual clients on estate planning, estate and gift tax minimization, probate avoidance, gifting strategies, asset protection, charitable planning, and business succession planning. He also advises fiduciaries in estate, conservatorship, and trust administration matters and frequently serves as a mediator in trust and estate disputes.

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (ACTEC), a past Missouri State Chair, and a past member of ACTEC’s Board of Regents and Executive Committee. He currently serves on the Board of Directors and Executive Committee of the ACTEC Foundation and is active in several ACTEC committees. He is Chambers-ranked in High Net Worth and has been listed in The Best Lawyers in America for thirty years.

A frequent author and lecturer, Mr. Kirkland has presented for ACTEC, Heckerling Institute, ALI-CLE, The Florida Bar, the Notre Dame Estate Planning Institute, and estate planning councils nationwide. He holds an LLM in estate planning from the University of Miami School of Law.




Event ID  349