Southwest Florida
Estate Planning Council

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

Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice

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

"Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices"

All it takes is one careless act to place you in the hot seat for months or years where you might watch your personal, professional, and financial life crumble around you. Prof. Beyer’s presentation reviews the exposure an estate planner may have to malpractice liability and then focuses attention on ethical issues that may arise while preparing or executing the plan. He hopes that by pointing out potentially troublesome areas, you will avoid the ramifications of drafting a flawed estate plan or having a lapse of ethical good judgment, which may lead to the frustration of the client’s intent, financial loss to the client or the beneficiaries, personal embarrassment, and possible disciplinary action. SWFEPC - Click Here To Register


Registration Deadline: Thursday, November 7, 2018


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 3:00 - 3:30pm 
Speaker 3:30pm to 5:30pm
Buffet Dinner and Cocktails to follow   


 

Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, St. Mary’s University, and La Trobe University (Australia). He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech. Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award (Law) and the 2015 President’s Academic Achievement Award.


As a state and nationally recognized expert in estate planning, Prof. Beyer was inducted into the National Association of Estate Planning Councils' Estate Planning Hall of Fame in November 2015. He is a highly sought after lecturer and presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups.

Prof. Beyer is the editor of the most popular estate planning Blawg in the nation which for the past six years was named to the ABA Journal's Blawg 100 and was awarded ABA Blawg 100 Hall of Fame status in December 2015. He has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law, an estate planning casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has three times won awards from the American Bar Association’s Probate & Property magazine for his writing and is one of the most often downloaded law authors on the Social Science Research Network. He is currently the Editor-in-Chief of the REPTL Reporter, the official journal of the Real Estate, Probate and Trust Law Section of the State Bar of Texas.


Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He isthe advisorforthe Estate Planning and Community Property Law Journal and its annual seminar.


Professor Beyer received his J.D. from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.


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


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Address: PO Box 2098, Sarasota, FL 34230     

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