Dinner Meeting: Asset Protection: Keep It Simple Siobhan

Date: Thursday, November 14, 2024
Time: 5:30pm - 8:00pm
Location: Citrus Club of Orlando (255 S Orange Ave, Suite 1800, Orlando, FL 32801)
Speaker: Robert H. Bo Trudeau, Esq.

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Join us for dinner, networking, and a deeper dive into asset protection basics in Florida.  

ROBERT H. “BO”  TRUDEAU is Florida Bar Board Certified in both (1) Taxation and (2) Wills, Trusts, and Estates.  Bo’s practice focuses on the legal needs of business owners and high net worth individuals.  Specifically, he focuses on the areas of estate planning, estate and trust administration, asset protection, taxation, business planning, and the preparation and negotiation of marital agreements for high net worth individuals.  

Bo received his B.A. from Clemson University.  He received his J.D., cum laude, from the University of South Carolina and was granted membership in the Order of the Wig and Robe and the Order of the Coif (each Order awarding membership for academic achievement).  He received his LL.M. in Taxation from the University of Florida, and was admitted as a Graduate Tax Scholar. Bo graduated in the top 5% of his class in both his J.D. and LL.M. programs.

Bo frequently lectures on topics such as basic and advanced estate and tax planning, planning for owners of closely-held businesses (with a particular focus on buy-sell agreements), and asset protection. Bo is a past Chair of the Board Certification Committee (Taxation) for The Florida Bar, and he is a past President and board member for the Estate Planning Council of Northeast Florida.  He is also a member of the Real Property, Probate & Trust Law and Tax sections of The Florida Bar. 

Not a Member of the Estate Planning Council? If you join today, this Dinner Meeting is included in your membership.

*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA).
CE is only available for members.
 
Platinum Dinner Sponsor UBS

5 Minute Update Sponsor Ashar Group

                        
 
 
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