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Hosted by Northeast Florida FPA

Estate Planning Panel Discussion


From bringing the family together to bringing the team of professionals together. The estate planning process can be a messy business for both the client and the advisors involved.

Advisors can add significant value by facilitating the process, ensuring that the client ends up with a complete and quality final product and the attorney views the advisor as an ally.

Join us as our panel of estate planning attorneys share recent trends in estate planning, the most common pitfalls in the estate planning process, the various roles advisors can play to help avoid these pitfalls, and how advisors can make themselves indispensable to both the client and the attorney.

Accepted by CP Board for one (1) hour of continuing education.

Cost is $10 for FPA members; $25 for non-members.

Wednesday, June 22, 2022
4:00 PM - 6:00 PM Eastern Time

Location
Seasons 52 - St Johns Town Center
5096 Big Island Dr
Jacksonville   FL   32246
(904)645-5252
 
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Speaker Profiles

 


Richard L. Brooks, III, JD
St. Augustine Law Group

Richard grew up in Mars, Pennsylvania, a fact he is quite proud of. You could definitely say, “He’s out of this world.” His approach to legal matters, however, is very practical. He makes this possible by helping you navigate the potential perils and pitfalls of legal agreements with customers, vendors, and partners/members/shareholders.

Rich comes to the legal profession with a strong business background. He co-founded EcoTech Light & Energy, LLC, a dynamic commercial grade LED lighting company. Needless to say, he brings a unique insight to the estate planning discussion with business owners.



Matthew H. Hinson, JD
Managing Partner
 The Hinson Law Firm, P.A

Matt focuses his practice on the probate and guardianship needs of the personal injury, medical malpractice, and wrongful death legal practitioner. He has experience handling matters in multiple areas of law, including: probate administration and litigation, guardianship administration and litigation, personal injury/wrongful death matters, and estate planning (wills, trusts, durable power of attorney, living wills, and designation of pre-need guardians for minors).



Annie H. Janoski, JD
Shareholder
 Fisher, Tousey, Leas & Ball, P.A.

Annie practices in the areas of estate planning, probate and trust administration, and guardianship law.


Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Jun 22, 2022 Registration and Hey, I Remember You Tired of two years of virtual events? Ready to make a connection face-to-face? Forgot how to have a conversation. As much as we’ve all adapted during the pandemic and learned to connect remotely, there’s simply no perfect replacement for connecting face to face. We're making it easy. Appetizers and the first drink are on us. After that, it's a cash bar. 4:00 P
Estate Planning Panel: Avoiding the Pitfalls Richard L. Brooks, III, JD Matthew H. Hinson, JD Annie H. Janoski, JD From bringing the family together to bringing the team of professionals together. The estate planning process can be a messy business for both the client and the advisors involved. Advisors can add significant value by facilitating the process, ensuring that the client ends up with a complete and quality final product and the attorney views the advisor as an ally. Join us as our panel of estate planning attorneys share recent trends in estate planning, the most common pitfalls in the estate planning process, the various roles advisors can play to help avoid these pitfalls, and how advisors can make themselves indispensable to both the client and the attorney. LEARNING OBJECTIVES • Review recent trends in estate planning and what financial advisors need to know; • How to avoid the pitfalls, common frustrations and roadblocks of the estate planning process; • Identify how the advisor is uniquely positioned to help optimize the client’s and attorney’s experiences • Identify the various roles that advisors can play – quarterback, translator, ambassador – to fill in the gaps in the typical attorney-client relationship • Learn practical strategies to facilitate the estate planning process and immediately demonstrate potential value-add to both the client and the attorney. 4:30 P 1.00
After Panel Networking Don't rush off. Sometimes the best discussion comes after the presentation. Enjoy the opportunity to talk about the panel discussion with your colleagues and panelist in an informal setting. 5:30 P


Registration Fee
Member
$10.00
 
Non-Member
$25.00