Southwest Florida
Estate Planning Council

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

Upcoming events

    • Tuesday, February 11, 2020
    • 5:15 PM - 7:30 PM
    • Michael's on East
    Register

    The Top Ten Estate Planning and Estate
    Tax Developments of 2019

    Speaker: Ronald D. Aucutt, Bessmer Trust


    Registration Deadline: Thursday, February 6, 2020

    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

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


     Guest fee is $55.00.


                 

    Sponsored By:

     




    Ronald D. Aucutt is a Senior Fiduciary Counsel with Bessemer Trust Company, N.A.  Before joining Bessemer in April 2019, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., for 23 years and with McGuireWoods LLP in the Washington suburb of Tysons, Virginia, for 20 years.  Ron’s career with those law firms focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions.  He advised lawyers and other professionals on tax planning and controversy issues and was experienced in resolving tax issues through rulings from the Internal Revenue Service’s National Office.  He contributed to the formation of tax policy through legislation and Treasury regulations.  He served on the Internal Revenue Service Advisory Council in 2014 through 2016 and chaired its OPR Subgroup (working with the IRS Office of Professional Responsibility) in 2015 and 2016.  In 2015 through 2018 he served as the Reporter for the Uniform Fiduciary Income and Principal Act, which was approved by the Uniform Law Commission in July 2018.


    Ron is a Fellow and former President (2003-2004) of The American College of Trust and Estate Counsel, an academician of The International Academy of Estate and Trust Law and former member of its Council (2000-2004), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), a Fellow of the American College of Tax Counsel and the American Bar Foundation, and a member of the Christian Legal Society.  He is also a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning, the Advisory Board of the Florida Tax Institute, and the Bloomberg BNA Estates, Gifts and Trusts Advisory Board.


    Ron received a B.A. degree in 1967 and a J.D. degree in 1975, both from the University of Minnesota.  He was in the Navy from 1970 to 1973, served in the Gulf of Tonkin during the Vietnam War, and achieved the rank of Lieutenant.


    Ron lives in Lakewood Ranch, Florida, with his wife, Nancy Schmidt Roush, an estate planning lawyer.  He has two sons, David and Jamie, a daughter-in-law Evelyn (David’s wife), and a grandson Brayden.


    • 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, 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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