Trusts & Estates Seminar: Protecting What You’ve Built

Wed May 06 2026 at 02:00 pm to 05:00 pm UTC-04:00

Jacksonville Golf & Country Club | Jacksonville

Lippes Mathias LLP
Publisher/HostLippes Mathias LLP
Trusts & Estates Seminar: Protecting What You\u2019ve Built
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Take a proactive approach to your legacy. Learn estate planning strategies designed to help protect your assets and support long-term goals.
About this Event

Thoughtful estate planning is essential to protecting what you’ve built. But without the right structure in place, even well-intentioned plans may lead to unnecessary taxes, delays, or family disputes.

Whether you are a long-time Florida resident, a recent transplant, or split your time between multiple states, your estate plan should reflect your current lifestyle, assets, and long-term goals.

Join our Trusts & Estates attorneys for a complimentary seminar to learn how to help protect your assets, reduce common pitfalls, and improve the likelihood your estate plan functions as intended.



Session Topics:

Ensuring Your Estate Plan Meets Your Objectives and Reduces the Risk of Disputes

Presented by: Alessandro A. Apolito

Learn how to align your estate plan with your intentions while reducing the risk of conflict and supporting a smoother administration.

Estate Planning for Snowbirds and New Florida Residents

Presented by: Christina H. Arthurs

Understand how to establish Florida residency, update key documents, and coordinate multi-state assets while helping to avoid unnecessary probate issues.

Leveraging Florida-Specific Tools: Lady Bird Deeds and Community Property Trusts

Presented by: Mark D. Canfield

Explore planning tools that may simplify asset transfers, preserve potential tax advantages, and provide greater control.


Agenda

🕑: 01:30 PM - 02:00 PM
Check-in
🕑: 02:00 PM - 04:00 PM
Seminar Programming
🕑: 04:00 PM - 05:00 PM
Cocktails & Networking (optional)
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Event Venue & Nearby Stays

Jacksonville Golf & Country Club, 3985 Hunt Club Road North, Jacksonville, United States

Tickets

USD 0.00

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