Central Florida Estate Planning Council

The Central Florida Estate Planning Council, Inc. is a local chapter of the National Association of Estate Planning Councils.  The purpose of the organization is to foster intelligent cooperation and cordial understanding among members as to the proper relationship between the functions of the attorney, certified public accountant, life underwriter, trust representative, and financial planner in the field of estate planning, to assist its member in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member and to encourage its members to have as their ultimate goal the rendering of the best professional services to the public.

Next Meeting on Thursday, March 22, 2012

Sponsored by Wells Fargo – The Private Bank

RSVP to Mia Drury

Elaine Bucher, J.D., of Proskauer Rose LLP, will be speaking to us on the topic,

“I Do, Act II: Planning it Right the Second Time Around”.

The purpose of this presentation is to address estate planning in the context of second marriages.  Such planning has become increasingly more common and necessary in light of the evolving world in which we practice.  The presentation will address nuptial agreements, estate planning techniques that practitioners should consider using in the context of second marriage planning and ethical issues that practitioners face regarding the representation of the client who enters into a second marriage.

National Association of Estate Planners & Councils

The 49th Annual NAEPC Conference will be held here in Orlando, November 7 – 9, 2012, at the Buena Vista Palace, near Downtown Disney.  For more information, please follow the link to the NAEPC website, NAEPC 2012 Conference Information.

Meeting Location – The Citrus Club

Cocktail/Social Hour begins at 5:45 p.m. with Dinner/Presentation beginning at 6:15 p.m. Guests are welcome. The guest fee is $55 each. Reservations can be emailed to Mia Drury at: mia.drury@suntrust.com

Continuing Education credits are available for attendees.