Attorneys and fiduciaries commiserate that tangible personal property is the bane of our existence. Since we can’t escape it, this segment will include a discussion of what it is (including new legislation impacting that definition), ownership issues, administration issues, and more.
Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!
ANGELA M. ADAMS practices estate and trust litigation with the Law Office of Wm. Fletcher Belcher in St. Petersburg. A native Floridian, she graduated from Vanderbilt University and returned to Florida where she received her law degree from Stetson University College of Law and was admitted to The Florida Bar. She was an associate in the St. Petersburg office of Fowler, White, Gillen, Boggs, Villareal and Banker, P.A., from 1986 to 1988, before joining Wm. Fletcher Belcher in 1988. She is a Fellow of The American College of Trust and Estate Counsel and a member of the Executive Council of the Real Property, Probate & Trust Law (RPPTL) Section of The Florida Bar. Angela is currently the Treasurer of that Section; is a past co-chair of the RPPTL Section=s CLE Coordination Committee; and has chaired that Section=s Ad Hoc E-Wills Committee (2019-2022) and Trust Law Committee (2014-2019). She is a member of the RPPTL Section=s Executive Committee, Probate and Trust Litigation Committee, Trust Law Committee, and Probate Law and Procedure Committee. She also served on the Section=s Power of Attorney Committee that authored the 2011 Florida Power of Attorney Act. Angela is listed as an AV Preeminent Rated Lawyer by Martindale-Hubbell and is recognized in Best Lawyers in America and Florida Super Lawyers. She is a frequent lecturer and writer on estate and trust topics.
The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.
All members of the Professional Fiduciary Council of Florida are invited to attend.
The Authority to Act. The Knowledge to Serve.
Developed through a partnership between the Professional Fiduciary Council of Florida and Stetson University College of Law, this two-week online program offers a comprehensive and practical overview of the powers and duties involved in serving as a Power of Attorney in Florida.
Participants will examine statutory roles, types of POAs, agent powers and limitations, and fiduciary duties. Emphasis is placed on execution requirements, “super” powers, and interpreting POA documents through real-world scenarios and legal guidance.
Benefits
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What Participants Are Saying:
“The presenters were very knowledgeable and engaging. Thank you!”
"I truly enjoyed this course. Although I have been serving in the role of a POA for some time, I still learned new and valuable information, which I have already shared with other partners and have implemented in my work.”
Course Format:
Choose Your Path:
Public Option ($300) - Ideal for those seeking practical knowledge without an exam or credentials
Professional Option ($750) - Includes a final exam, digital badge, and certificate of completion (CLE, CEUs may be available)
Stephanie L. Cook, Esq. is a Litigation Partner with Shuffield, Lowman & Wilson, P.A. in Orlando, where her practice focuses on fiduciary litigation, including probate, guardianship, and trust disputes. She is actively involved in The Florida Bar’s Real Property, Probate & Trust Law Section and serves on the Florida Bar Probate Rules Committee. Stephanie is a frequent speaker on guardianship, probate, trust, and fiduciary issues and has presented for The Florida Bar, the Professional Fiduciary Council of Florida, and other professional organizations. She has been recognized by Florida Super Lawyers for Estate and Trust Litigation and by Florida Trend as a Notable Women Leader in Law.
Andrew B. Sasso practices in the Clearwater, Florida office of Macfarlane Ferguson & McMullen with a practice focused in the areas of probate, guardianship, and trust litigation and administration. Mr. Sasso received degrees from University of Central Florida, B.A., 1980 and Stetson University College of Law, J.D., 1983.
Mr. Sasso has been a member of The Florida Bar since 1984 having served on the Board of Governors (2004-2016) (Disciplinary Procedures Committee, Chair (2006-2007, 2007-2008, 2009-2010, 2010-2011), Executive Committee (2010-2011), Real Property Probate and Trust Law Section, Board of Governors Liaison (2012-2016), Rules of Judicial Administration Committee, Board of Governors Liaison (2012-2016), Clients' Security Fund Committee, Board of Governors Liaison (2014-2016), Designated Review for Grievance Committees 6A, 6B, 6C, (2004-2016), Designated Review for Statewide Advertising Grievance Committee (2011-2016), Designated Review for Unlicensed Practice of Law Committees 6A and 6B (2004-2016)), and Parliamentarian of the Board of Governors of The Florida Bar (2016-2023). Currently, Mr. Sasso is a member of the Real Property Probate and Trust Law Section’s Executive Council.
Mr. Sasso has served the Clearwater Bar Association, Inc. (President (2000-2001), President-Elect (1999-2000), Secretary (1998-1999), Director (1997-1998), Bench/Bar Liaison Committee, Co Chair (1997-1999), Probate, Guardianship and Trust Law Committee, Chair (1995-1996)).
Mr. Sasso is currently serving as Chair of the Local Professionalism Panel of the Sixth Judicial Circuit and is a member of the Professionalism Committee of the Sixth Judicial Circuit. Chief Justice Jorge Labarga appointed Mr. Sasso to serve on the Florida Supreme Court Judicial Management Council Guardianship Workgroup (2016-2018).
Mr. Sasso is AV Preeminent® rated by Martindale-Hubbell®, selected to Super Lawyers®, and has been recognized with The Florida Bar President's Award of Merit, 2010, The Florida Bar Tony Boggs Excellence in Discipline Award, 2016, the Barney Masterson Inn of Court Professionalism Award, 2005, the Clearwater Bar Association’s Ralph Richards Award, 2018, the Barney Masterson Inn of Court Barney Award, 2021, and The Florida Bar Real Property Probate and Trust Law Section’s John Arthur Jones Annual Service Award, 2022-2023.
Professional Fiduciary Council of Florida PO Box 430 St. Petersburg, FL 33731 727-350-4049
