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)
Event Venue & Nearby Stays
Jacksonville Golf & Country Club, 3985 Hunt Club Road North, Jacksonville, United States
USD 0.00










