Why should you attend: This unique and important conference delivers timely, practical information and education for those in the fiduciary services industry in Florida, including fiduciary responsibilities, relevant laws, ethics, case law updates, best practices as well as day-to-day issues and practical solutions.
Who should attend: Professional Fiduciaries, Trustees, Attorneys serving as Fiduciaries, Attorneys representing Professional Guardians and Fiduciaries, 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: 8 hours of continuing education including CLE, CEU, CTFA. Applied for Ethics and Professionalism credit.
7:30-8:00
Registration, Continental Breakfast, Exhibitors Late registration if space available, light breakfast items, visit Exhibitors.
8:00-8:15
Welcome and Opening AnnouncementsDarby Jones, Professional Fiduciary Council of Florida
8:15-9:05
Session 1 Annual Legislative Update and Fiduciary Caselaw HighlightsSpeaker: Stephanie L. CookSpeaker: Nicklaus J. Curley
This important annual presentation serves to bring you current legal and legislative decisions or trends to improve your knowledge base and client service as a Professional Fiduciary in Florida.
Session 2 and Session 3 Guardianship from A to ZPanel Discussion: Hung V. Nguyen – Attorney for the Alleged Incapacitated Person Alexander S. Douglas, II – Magistrate J. Richard Caskey – Alleged Incapacitated Person Nicklaus J. Curley – Attorney for the Petitioner Stephanie L. Cook – Petitioner/Family member
This session will explore the guardianship process from the initial call that the fiduciary/client may receive that leads to the filing of a petition to determine incapacity. From there, we will present a guardianship “mock trial” that will demonstrate the process of what happens in an incapacity proceeding, including questions that will be asked on direct examination and cross examination of the key witnesses in such proceedings. Additionally, some common evidentiary and possible ethical issues will be presented as the trial unfolds. Finally, you will hear comments from the “judge” which will further help demonstrate common considerations that real judges consider in these proceedings.
Break/Visit Exhibitors
Session 4 Top 25 Mistakes When Serving as a Professional Fiduciary!Speaker: Sarah S. Butters
Every fiduciary situation is different but there are important parameters, both statutory and practical, that must be understood when deciding to serve as a Personal Representative or an Agent under a Power of Attorney. Ms. Butters extensive experience in representing fiduciaries will bring stark clarity and guidance for today’s fiduciaries.
Session 5 Essential Elder Law Insights to Safeguard You and Your ClientsSpeaker: Jason A. Waddell
As professionals entrusted with significant responsibilities, fiduciaries play a critical role in managing the affairs of their clients. Understanding elder law is not just beneficial; it is essential for ensuring that clients receive the care and protection they deserve. This presentation will cover key components of elder law, including asset protection, estate planning, amendments of trusts, and Medicaid eligibility, all of which are fundamental to effective fiduciary management. By grasping these principles, fiduciaries can enhance their services, build client trust, and avoid potential legal pitfalls. Join us as we explore these vital insights to empower your practice and support your clients effectively.
Session 6 Everything Florida Professional Fiduciaries Must Know About Community PropertySpeaker: Travis Hayes
But Florida is not a community property state you say? Not so fast….it gets complicated. This presentation is a must see to understand and identify when a client’s property may be controlled by community property status from another state, a Florida Community Property Trust, or by the laws of equitable distribution in Florida. This discussion will clarify misconceptions about property division or rights and provide important guidance when serving as a fiduciary.
Session 7 Serving as a Professional Fiduciary and Representing Professional Fiduciaries… The Fiduciary Journey: Key Lessons and Practical Insights.Speaker: Darby Jones Speaker: Andrew B. Sasso
Enjoy this important and practical discussion about fiduciary services from a Professional Fiduciary’s perspective and from the attorney’s perspective. How to make the best of tough and challenging situations while acting in your client’s best interest, avoiding legal pitfalls, manage risk effectively, and maintain a strong professional and ethical foundation in challenging fiduciary roles.
Session 8 Onboarding of a Trust ClientSpeaker: Gentry Barnett Byrnes – from a Corporate Fiduciary perspectiveSpeaker: Elizabeth Riker Williams – from an Individual Professional Fiduciary perspective
Learn best practices, due diligence strategies, and document review for important provisions (such as trustee fees, trustee resignation, succession, and removal). Panel will share useful tips for Fiduciaries including initial meetings with new clients and red flags in trust administration. Included in the materials will be useful forms and checklists.
Join fellow members of the Professional Fiduciary Council of Florida for open discussion and networking on the 2nd Thursday of the month at 3:00 p.m.
Each month will feature a specific topic to help members learn from each other and problem solve.
Professional Fiduciary Council of Florida PO Box 430 St. Petersburg, FL 33731 727-350-4049
