Past Events

October 23, 2019 TREPC October Meeting - Guardianships
Victoria Heuler
September 25, 2019 September Meeting - Attorney-Client Privilege in a Team Environment
NAEPC Webinar - Kim Kamin, JD, AEPĀ® and David Blickenstaff, JD
June 26, 2019 June Meeting - Homestead Refresher
Aaron Holloway
May 22, 2019 May Seminar and Social
Sarah Butters followed by Richard Merrick in an NAEPC Webinar
April 24, 2019 April Meeting - Current Tax Law Update
Rich Heitmeyer
March 27, 2019 March Meeting - Senior Housing Process
Lauchlin Waldoch
February 27, 2019 February Meeting - Heckerling Update
Elizabeth Barron
January 23, 2019 January Meeting - Timely (and Powerful) Charitable Giving Strategies
Bradford B. Gornto, Esq., LLM
November 28, 2018 November Meeting - Business Appraisals
Steve Rosenbloom
October 24, 2018 October Meeting - Market Overview
Seth Clark
September 26, 2018 September Meeting - What the Estate Planner Needs to Know about Roth Retirement Plans
Natalie B. Choate, Esq. AEP via webinar
June 27, 2018 Valuation for Transfer Tax Purposes
Lee Wiseley
May 23, 2018 May Seminar and Social
Annual Legislative Update & an NAEPC Webinar followed by a Social
April 25, 2018 Tax Reform
Dennis Gallant, CPA
March 28, 2018 Long-term Medicaid
Mary Wakeman
February 28, 2018 The Changing World of Estate Planning
A. Stephen McDaniel, Williams McDaniel, Memphis, TN
January 24, 2018 Long-term Care Insurance
Stacy Schurter, Vice President Wealth Insurance Consultant, Synovus
November 15, 2017 Capital Markets Update
Quincy Brown, Vice President, Fund Evaluation Group
October 25, 2017 Medicare Supplemental Insurance - Significant Planning Opportunity
Damon W. Bennett
September 27, 2017 25th Anniversary Estate & Charitable Gift Planning Institute
Ann B. Burns & Samuel A. Donaldson
June 28, 2017 June Meeting - Prenuptial Agreements after Hahamovitch and Hooker
Shannon Novey
May 24, 2017 May Seminar & Social
Two (2) NAEPC Webinars followed by a Social
April 26, 2017 April Meeting - Annual Legislative Update
Sarah Butters of Ausley McMullen
March 22, 2017 March Meeting - Heckerling Summary
William (Bill) V. Linne
February 22, 2017 February Meeting - Community Foundation As a Tool for You and Your Clients
Joy R. Watkins, JD
January 25, 2017 January Meeting - ESOPS
Todd L. Denison
November 16, 2016 November Meeting - Eye on the Global Economy
Bill Christainsen
October 26, 2016 October Meeting - Multi-Disciplinary Teaming and Professional Collaboration
Lawrence M. Lehmann, JD, AEP
September 21, 2016 24th Annual Estate & Charitable Gift Planning Institute Simulcast
Ann Burns and Sam Donaldson
June 22, 2016 Cyber Security
Robert Pacheco and Scott Griswold
May 25, 2016 May Seminar Variation (includes social hour)
Two one hour webinars followed by a social gathering
April 27, 2016 Legislative and Case Law Update 2016
Sarah Butters and Tara Price
March 23, 2016 Changes in Social Security Administration Benefits
Reed J. Lloyd, CRC, CRPS
February 24, 2016 Summary of Heckerling Institute on Estate Planning
Aaron Holloway
January 27, 2016 Elder Care Update
Lauchlin Waldoch amd Victoria Heuler
November 17, 2015 Post Mortem Planning
Debie Leonard and Stuart Goldberg
October 28, 2015 Capital Markets Update
W. Quincy Brown, Vice President, Fund Evaluation Group
September 21, 2015 Estate & Charitable Gift Planning Institute Live Simulcast, Ann Burns & Samuel Donaldson
Ann B. Burns & Samuel A. Donaldson
May 12, 2015 14th Annual Estate Planning Seminar for Professional Advisors
Kathryn Miree
April 29, 2015 Estate Planning & Unlicensed Practice of Law
Lori S. Holcomb, Unlicensed Practice of Law Counsel, The Florida Bar
March 25, 2015 A Look at the Changing Global, U.S. and Florida Economic/Social Systems
Dr. Bill Christiansen, FSU College of Business Department Chair & BB&T Professor of Finance
February 25, 2015 Fiduciary Liability - Recognizing, Reducing & Resolution of the Risks
Kelly O'Keefe, Attorney, Berger Singerman
January 28, 2015 Powers of Appointment in the Current Planning Environment
Sarah Butters, Partner, Hollland & Knight
November 19, 2014 Overview of the New Florida LLC Act
Bob Pierce, Ausley McMullen
October 22, 2014 Impact of Divorce on Estate Planning
Barbara S. Pople, CPA, CFP, CDFA
June 25, 2014 Case Law & Legislative Update
Sarah Butters, Esq, Holland & Knight
May 23, 2014 13th Annual Estate Planning Seminar for Professional Advisors
Natalie B. Choate
April 30, 2014 Tim Warfel Memorial & TREPC Round Table Discussion
TREPC Board
March 26, 2014 Generation Skipping Transfer Taxation
Randy Pople, CFP, AEP
February 26, 2014 Advising Same Sex Couples Post Windsor
Lee Wiseley, Jr., Synovus Family Asset Management
January 22, 2014 Business Valuation for Estate & Gift Tax Purposes
Larry Houff, Partner, Carr Riggs & Ingram
December 25, 2013 NO MEETING SCHEDULED FOR DECEMBER
November 20, 2013 Capital Markets Overview
Quincy Brown, Vice President, Fund Evaluation Group
October 23, 2013 Transfer of Wealth Study
Dave Biemsderfer, President & CEO, Florida Philanthropic Network
September 25, 2013 The Changing Climate of Estate & Charitable Planning
Ann Burns & Kathryn Miree
June 20, 2013 Case Law Update
Sarah Butters, Attorney, Holland & Knight
May 22, 2013 12th Annual Estate Planning Seminar for Professional Advisors
Chris Hoyt
April 24, 2013 Social Security Optimization: Helping Clients Optimize Income
Joseph R. Souza
March 27, 2013 Should Your Client Consider a Gun Trust
Susan St. John, St. John Law Firm
February 27, 2013 ATRA Makes it Permanent, For Now: What That Means for Your Clients
Oscar Lee Wiseley, Jr., Synovus Family Asset Management
January 23, 2013 Trusts and Taxes
Debie Leonard, Thomas Howell Ferguson, P.A.
December 26, 2012 NO Local TREPC December Meeting
November 28, 2012 Bankruptcy: How does it affect estate planning
Thomas B. Woodward, Equire
October 17, 2012 How Will November Elections Affect the Outlook for the Economy and the Financial Markets
Joseph T. Keating
September 26, 2012 Local Meeting - The Changing Role of Charitable Gift Planning in a Difficult Economy
Charon Bogner, Major & Planned Gifts Director, Children's Home Society of Florida
June 27, 2012 LOCAL MEETING - Sarah Butters: Florida Case Law Update
Sarah Butters, Attorney
May 30, 2012 11th Annual Estate Planning Seminar for Professional Advisors
Mark R. Parthemer, Esq., AEP
April 25, 2012 LOCAL MEETING - Alex Hager: Changes In The Florida Banking Landscape
Alex Hager
March 28, 2012 LOCAL MEETING - Lauchlin Waldoch: Elder Care Law
Lauchlin Waldoch, Attorney
February 22, 2012 LOCAL MEETING - Keith Jones: Long Term Care Insurance
Keith Jones
January 25, 2012 LOCAL MEETING - Stuart Goldberg: Report on 2012 Heckerling Institute on Estate Planning
Stuart Goldberg, Attorney, Law Offices of Stuart E. Goldberg, P.L.
January 23, 2012 Local TREPC Meeting
TBA
January 23, 2012 Local TREPC Meeting
TBA
October 26, 2011 Estate Planning Opportunities in 2011, 2012, 2013 and Beyond
Deborah (Debie) Leonard
September 28, 2011 LOCAL MEETING - Florida Power of Attorney Act
Susan St. John, Attorney
June 22, 2011 Monthly Meeting
Sarah Butters
May 20, 2011 Estate Planning Seminar for Professional Advisors
Bryan Clontz and Laird Lile
April 27, 2011 Estate Tax Changes and Planning
Manley H. Thaler, Esquire, President, Thaler & Thaler, P.A.
March 23, 2011 Monthly Meeting
Susan St. John
February 23, 2011 Monthly Meeting
Dr. James Gwartney
January 26, 2011 Monthly Meeting
Twyla Sketchley
December 1, 2010 Monthly Meeting
Alex Hager
October 27, 2010 Monthly Meeting
Seth Clark
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