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  • November 2023 Fiduciary Friday: Planning & Drafting for a Smooth Estate Administration: A Fiduciary's Perspective

November 2023 Fiduciary Friday: Planning & Drafting for a Smooth Estate Administration: A Fiduciary's Perspective

  • Friday, November 17, 2023
  • 9:00 AM - 10:00 AM
  • Zoom

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Planning & Drafting for a Smooth Estate Administration: A Fiduciary's Perspective

Friday, November 17, 2023

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

presented by: Darby Jones, Professional Fiduciary and Founding Member of the Professional Fiduciary Council of Florida

Many estate planning attorneys are not aware of the impact of their documents downstream, after their client has either died or has become incapacitated permanently or temporarily.  This presentation will address the top 10 of the most troublesome provisions or estate planning strategies that cause significant administrative difficulties for the named fiduciaries (trustees, Agents under POAs, or Health Care Surrogates) when trying to assist their clients.  These 10 issues will be discussed in detail outlining the specific challenges and possible drafting solutions to avoid these issues.  We will also alert fiduciaries to provisions that they should look for and avoid.  This is a “don’t miss” presentation that fiduciaries can learn from and also utilize as an educational tool for their colleagues and referral sources.

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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)

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THANK YOU TO OUR NOVEMBER SPONSOR


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Applied for CEU, CTFA, and CLE

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

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