Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.

Upcoming events

    • Tuesday, October 12, 2021
    • 12:00 PM - 1:00 PM
    • Community Foundation

    Food for Thought with Local Charities
    Featuring Meals on Wheels PLUS of Manatee & All Faiths Food Bank

    Tuesday, October 12, 2021


    Presented by:

    Amy Towry, CFRE, ACFRE, Vice President of Development
    Meals on Wheels PLUS of Manatee

    Rachel Bradley, Director of Philanthropy
    All Faiths Food Bank


    Event Location:
    Virtual Program Offered via Zoom


    Event Time: Noon - 1:00 p.m.






    Registration Deadline:

    Friday, October 8, 2021

    Please join us to learn how these organizations and our local colleagues remain committed to feeding the community in extraordinary times.





    BOXED LUNCH PICK UP INSTRUCTIONS: 


    Location: Truist (formerly SunTrust) parking lot located at 1st Street and Osprey Ave in downtown Sarasota

    When: 11:00 a.m. – 11:30 a.m. on Tuesday, October 12
    Choices (to be selected at pick up): Chicken Caesar Salad, California Cobb Salad, Grilled Chicken Caesar Wrap, Uptown Turkey Sandwich
    Each selection will include a fruit cup and a brownie.

    ONLINE REGISTRATION PROTOCOL:

    To RSVP for the October 12th meeting:

    1. Members must RSVP no later than Friday, October 8, 2021

    2. Click this link which will bring you to the Community Foundation Registration Site:  SWFEPC - Click Here to Register
    3. Enter in all required information. Username and password no longer required.

    Guest fee is $20.00.

    Please submit payment to SWFEPC for all guests.
    • If you are registering a guest, please provide your guest’s full name and phone number and the name of the SWFEPC member.
    • Click submit. You will receive an email confirmation shortly after submitting. 

    Please email the SWFEPC Secretary with any questions: secretary@swfepc.org

Past events

Tuesday, September 14, 2021 Distinguished Speaker Series Presents "Business Trusts"
Tuesday, May 18, 2021 Annual Meeting
Tuesday, March 16, 2021 How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerkie
Tuesday, February 16, 2021 Elephants in the Room - Carolann Grieve
Tuesday, January 19, 2021 Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle
Tuesday, November 17, 2020 Top Ten Reasons Trustees May be Sued...and How to Fulfill Ethical Responsibilities and Reduce Litigation Exposure - Sharon Klein
Tuesday, October 13, 2020 CHARITY NIGHT -Neuro Challenge Foundation
Friday, September 25, 2020 Practical Estate Planning in Uncertain Times - Florida Bar Tax Section
Tuesday, September 15, 2020 You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven
Tuesday, May 12, 2020 Annual Outing 2020
Tuesday, March 17, 2020 CANCELLED - How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerskie
Tuesday, February 11, 2020 Topic: “The Top Ten Estate Planning and Estate Tax Developments of 2019 -Ronald D. Aucutt
Tuesday, January 21, 2020 Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman
Tuesday, November 12, 2019 Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice
Tuesday, October 08, 2019 CHARITY NIGHT - Community Foundation of Sarasota County - 40th Anniversary
Tuesday, September 10, 2019 Top 5 Innovative Estate PlanningTechniques with Life Insurance
Tuesday, May 14, 2019 Annual Outing 2019
Tuesday, March 12, 2019 Breaking the Internet: How auction houses find buyers, track trends and value tangible personal property online for their sellers
Tuesday, February 12, 2019 Access to Digital Assets - S. Dresden Brunner, Esq, S. Dresdent, P.A.
Tuesday, January 22, 2019 Tax Basis Planning -- less on basis rules and more on planning ideas
Tuesday, November 13, 2018 Where the Rubber Meets the Road:Implementation of Trust Provisions
Tuesday, October 09, 2018 Charity Night: Sarasota Orchestra
Tuesday, September 11, 2018 Contemporary Estate Planning Paradigms for Married Couples
Tuesday, May 08, 2018 Annual Outing 2018
Tuesday, March 13, 2018 Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA
Tuesday, February 13, 2018 Long Term Care Insurance: Everything Planners Need to Know about LTC Insurance
Tuesday, January 16, 2018 Protect Vulnerable Seniors from Financial Exploitation
Thursday, November 16, 2017 Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Thursday, November 02, 2017 Construction Issues for the Modern Family in the Estate Planning Documents -- Lee-Ford Tritt
Tuesday, October 10, 2017 Charity Night: Sarasota Opera Youth Progrm
Tuesday, May 09, 2017 Annual Outing 2017
Tuesday, March 14, 2017 U.S. Estate and Gift Tax Planning for International Clients
Tuesday, February 21, 2017 Game-Changing social security strategies -- David Kennon, CWS©
Tuesday, October 18, 2016 Charity Night - Books for Kids
Tuesday, September 13, 2016 Estate Planning and the Trustee Selection Process -- Minefields to be Aware of
Tuesday, May 10, 2016 Annual Outing 2016
Tuesday, March 08, 2016 March Monthly Meeting

Address: PO Box 2098, Sarasota, FL 34230     

Email: admin@swfepc.org

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