Southwest Florida
Estate Planning Council

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

Upcoming events

    • Tuesday, September 10, 2019
    • 3:15 PM - 7:00 PM
    • Community Foundation

    Distinguished Speaker Series

    Top 5 Innovative Estate Planning Techniques with Life Insurance

    Speaker: Marvin Blum

    It’s a whole new world of estate planning: higher estate tax exemptions, higher capital gains tax rates, larger inheritances, etc. The list goes on and on. Sticking to just traditional estate planning techniques doesn’t cut it anymore. Marvin Blum will discuss the best innovative estate planning techniques using life insurance.


    Guest fee is $55.00. Please submit payment to
    SWFEPC for all guests.


    Event Location:
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 Fruitville Road
    Sarasota, FL 34237


    Event Time:
    Registration & Social 3:15pm  SPECIAL TIME (sharp)
                                               for special SWFEPC photo

    Speaker 4:00pm to 6:00pm

    Buffet Dinner and Cocktails to Follow  


    MARVIN E. BLUM is Founder and Managing Partner of The Blum Firm, P.C. The firm specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning.  Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high-net-worth families, several with a net worth exceeding $1 billion. He was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. Mr. Blum was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Mr. Blum is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on estate tax and income tax, and serves on the Editorial Advisory Committee for Trusts & Estates magazine.


    *2 Continuing Educations hours pending for CFP, CTFA, CPA, Attorneys and Trust Officers


    Sponsored by:




     




     
     






    • Tuesday, October 08, 2019
    • 3:15 PM - 7:00 PM
    • Michaels on East
    Register

    Charity Night

    Community Foundation of Sarasota County
    40th Anniversary

    Speakers: Ron Skiper - History of SWFEPC
    Roxie Jerde, President & CEO


    Guest fee is $55.00. Please submit payment to
    SWFEPC for all guests.


    Event Location:
    MICHAEL'S ON EAST       
    1212 S. East Ave
    Sarasota, FL 34239


      


    Sponsored by:

     
     






    • Tuesday, November 12, 2019
    • 3:15 PM - 7:00 PM
    • Community Foundation

    Avoid Being a Defendant
    Estate Planning to Avoid Malpractice

    Speaker: Dr. Gerry Beyer


    Guest fee is $55.00. Please submit payment to
    SWFEPC for all guests.


    Event Location:
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 Fruitville Road
    Sarasota, FL 34237


      


    Sponsored by:

     
     






    • Tuesday, January 21, 2020
    • 4:30 PM - 7:30 PM
    • Michael's on East
    Register

    Creditor and Trust Planning Strategies You May Not Know About 

    Speaker: Alan Gassman


    Guest fee is $80.00.  
    Please submit payment to: SWFEPC for all guests.


    Event Location:
    MICHAEL'S ON EAST       
    1212 S. East Ave
    Sarasota, FL 34239


    Event Time:
    Registration & Social 5:15pm
    Presentation and Dinner 6:00 - 7:30pm

                 

    Sponsored By:

     

     
       





    • Tuesday, February 11, 2020
    • 4:30 PM - 7:30 PM
    • Michael's on East
    Register

    The Top Ten Estate Planning and Estate
    Tax Developments of 2019

    Speaker: Ronald D. Aucutt


    Guest fee is $80.00.  
    Please submit payment to: SWFEPC for all guests.


    Event Location:
    MICHAEL'S ON EAST       
    1212 S. East Ave
    Sarasota, FL 34239


    Event Time:
    Registration & Social 5:15pm
    Presentation and Dinner 6:00 - 7:30pm

                 

    Sponsored By:

     

     
       





    • Tuesday, March 17, 2020
    • 4:30 PM - 7:30 PM
    • Michael's on East
    Register

    Identity Theft, Cyber Threats, Fraud and Scams

    Speaker: Carrie Kerskie


    Guest fee is $80.00.  
    Please submit payment to: SWFEPC for all guests.


    Event Location:
    MICHAEL'S ON EAST       
    1212 S. East Ave
    Sarasota, FL 34239


    Event Time:
    Registration & Social 5:15pm
    Presentation and Dinner 6:00 - 7:30pm

                 

    Sponsored By:

     

     
       





    • Tuesday, May 12, 2020
    • 12:30 PM - 8:00 PM
    • The Founder's Golf Club, 3800 Golf Hall Drive, Sarasota, FL


      Southwest Florida Estate Planning Council
     ANNUAL OUTING

    Tuesday, May 12, 2020

    Annual Outing 2020



Past events

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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