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FIDUCIARY FRIDAY WEBINARS

The Professional Fiduciary Council of Florida is hosting a series of one-hour webinars for our members and the public! Our speakers are some of the most knowledgeable and sought-after speakers in Florida on important topics related to fiduciary responsibilities. Each of these webinars takes place on the last Friday of the month from 9 to 10 a.m. – and you can participate from the comfort of your computer!

CLE and CEU education credits available.

Upcoming events

    • Friday, February 24, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, January 27, 2023

    9:00 a.m. - 10:00 a.m.

    Pet Planning! Pros and Cons of Pet Trusts

    Presented by Peggy R. Hoyt 

    Peggy is a lifelong animal advocate, pet mom, author and attorney. Her work experience includes college recruiter, financial consultant, account executive and chief financial officer before entering law school. She is a founding partner of Hoyt & Bryan, LLC. Peggy is dual certified by the Florida Bar in Wills, Trusts, and Estates and in Elder Law. She is the founder of Animal Care Trust USA, Inc., a national nonprofit whose mission is to keep loved pets in loving homes, and host of the weekly Pawcast All My Children Wear Fur Coats.

    Peggy focuses her practice in the areas of family wealth and legacy counselling, including trust and estate planning, estate administration, and elder law. She is passionate about creating estate plan to protect loved pets. In addition to her law degree, she holds a Florida real estate license. Peggy formerly held a NASD Series 7 license and health, life and variable annuities licenses. She serves as a certified FINRA Arbitrator. Peggy was an adjunct professor of Animal Law with Barry University College of Law.

    Peggy is the author of, All My Children Wear Fur Coats – How to Leave a Legacy to Your Pet, an informative guide for pet owners who want to include their pets as part of their estate plans. She has co-authored numerous other titles including Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs; Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners; A Matter of Trust – The Importance of Personal Instructions; Women in Transition – Navigating the Legal and Financial Challenges in Your Life; Like a Library Burning – Sharing and Saving a Lifetime of Stories; Thank Everybody for Everything! Grow your Life and Your Business with Gratitude; Gratitude Expressions; Straight Talk! About Estate Planning and Straight Talk! What to Do When Someone Dies; What’s the Deal With…Estate Planning and What’s the Deal With…Estate Administration. A recent book with Rudi Hoffman, CFP, addresses the estate planning concerns of cryonicists and is called The Cryonics Estate Planning Handbook – Maybe You Can Take it With You. In 2022, she will release 101 Ways to F$$k Up Your Estate.

    Peggy speaks frequently on estate planning and elder law topics including pet planning. Peggy has been featured on CNN Financial News, in the Wall Street Journal and in the Orlando Sentinel for her dedication to creating estate plans for pets. She is also highly regarded for her workshops on gratitude marketing, life balance and law office management.

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    Friday - January 27, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

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    THANK YOU TO OUR SPONSOR!

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    CEU, CTFA, CLE, and CJE credit applied for
    • Friday, March 10, 2023
    • St. Petersburg
    Register
    • Friday, March 10, 2023
    • 8:00 AM - 5:00 PM
    • St. Petersburg, FL OR Virtual
    Register

    SAVE THE DATE!!!

    Friday, March 10, 2023

    7:30 a.m. – 5:00 p.m.

    St. Petersburg, Florida

    Why should you attend: This unique and important conference includes timely, practical information and education for those in the fiduciary industry in Florida.

    We will cover relevant topics everyone working in these areas needs to know, including fiduciary responsibilities, relevant laws, ethics, as well as day-to-day issues and practical solutions to those issues.

    This year we are offering a special “LUNCH ROUNDTABLE” program for attendees to choose from various topics and experts!!!  

    Who should attend: Professional Fiduciaries, Trustees, Attorneys serving as Fiduciaries, Attorneys representing Professional Guardians, Judges, Corporate Fiduciaries, Professional Guardians, Paralegals, CPAs, Trust Officers, Certified Trust and Financial Advisors, Professional Money Managers, Certified Care Managers, and other Fiduciaries OR individuals named as fiduciaries looking for guidance.

    Registration: $350.00 – Includes continental breakfast and lunch, digital course materials, exhibitor hall and lots of NETWORKING with industry experts. ($250.00 for Professional Fiduciary Council of Florida MEMBERS), $375.00 – Webcast and digital course materials

    Education: 7 hours of continuing education including CLE, CEU, CTFA, and CJE, Including 1 hour of Fiduciary Professionalism and 1 hour of Fiduciary ethics.


    LIMITED EXHIBITOR SPACE AND SPONSORSHIPS AVAILABLE


    2023 Conference Agenda V6.pdf

    • Friday, April 28, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, April 28, 2023

    9:00 a.m. - 10:00 a.m.

    The Ins and Outs of Community Foundations

    Presented by Laurie Valentine, JD 


    This session will explore what a community foundation is; what a community foundation does; and how someone who wants to make a gift to charity can do that at a community foundation.

    Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). In that position she serves as a charitable advisor on a variety of philanthropic and estate planning topics for donors and professional advisors. She also provides legal guidance to CFTB leadership and staff to ensure all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration.

    In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017). Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.

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    Friday - April 28, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!


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    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, May 26, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, May 26, 2023

    9:00 a.m. - 10:00 a.m.

    The Ins and Outs of Community Foundations

    Presented by SHANNON M. MILLER, B.C.S

    TBD

    Shannon M. Miller is a Florida Bar board certified attorney specializing in Elder Law, practicing in Gainesville, Florida. In 2012, Shannon served as a drafting member of the Financial Exploitation of Vulnerable Adults Workgroup, led by Florida State Senator Kathleen Passidomo. That statute (§ 825.103) became law in 2014, creating groundbreaking tools for law enforcement, prosecutors and civil practitioners to crack down on the exploitation of our most vulnerable citizens. In 2018, Shannon, as part of the Elder Law Section, created new legislation relating to injunctions against exploitation and freezing stolen assets (Fla. Stat. § 825.1035). Shannon has been instrumental in rolling out the Exploitation Injunction law across the state of Florida and assisted in the drafting of the new Attorney General/Elder Law Section HB 1041 for new and powerful Anti-Exploitation laws effective July 1, 2021.

    Shannon served as President of The Academy of Florida Elder Law Attorneys, currently serves on the Florida Joint Public Policy Task Force for the Elderly and Disabled, served as Chairperson of the Legislative Committee of the Elder Law Section and now serves as Vice Chair of the Elder Law Section of the Florida Bar.

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    Friday - May 26, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    THANK YOU TO OUR SPONSOR!


    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, June 23, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, June 23, 2023

    9:00 a.m. - 10:00 a.m.

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    Friday - June 23, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, July 28, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, July 28, 2023

    9:00 a.m. - 10:00 a.m.

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    Friday - July 28, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, August 25, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, August 25, 2023

    9:00 a.m. - 10:00 a.m.

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    Friday - August 25, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, September 29, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, September 29, 2023

    9:00 a.m. - 10:00 a.m.

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    Friday - September 29, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, October 27, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, October 27, 2023

    9:00 a.m. - 10:00 a.m.

    *************************************

    Friday - October 27, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA
    • Friday, November 17, 2023
    • 9:00 AM - 10:00 AM
    • Zoom
    Register


    Friday, November 17, 2023

    9:00 a.m. - 10:00 a.m.

    *************************************

    Friday - November 17, 2023

    9:00 a.m. - 10:00 a.m. - VIRTUAL

    $50.00 - Non-Members

    FREE - Members
    (Click HERE for more information on Membership)

    *************************************

    Applied for one hour continuing education: Attorneys, Professional Guardians, CTFA

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704
727-350-4049

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