Distinguished Speaker Series

Founded by the Southwest Florida Estate Planning Council, we believe in empowering Professional Advisors who help donors make lasting charitable impact.

One way the Community Foundation of Sarasota County recognizes the efforts of area professional advisors (PAs) is by hosting our annual Distinguished Speaker Series, a signature series of educational lectures provided to our community’s PAs, enabling them to earn advanced education credits. These programs are lead by our Community Foundation in partnership with Manatee Community Foundation and the Lakewood Ranch Community Fund, with generous sponsorship by area banks.

2018 - 2019 Schedule:

  • September 11, 2018
    Samuel A. Donaldson, Professor of Law, Georgia State University College of Law
    Topic: "Federal Tax Update – Income, Estate and Gift Tax Cases, Rulings, Regulations and Legislation"
    Location: Community Foundation of Sarasota County
    Click here to register.
  • November 13, 2018 
    Tami Foley Conetta, Chief Fiduciary Officer, East Region, Northern Trust
    Topic: “Cross-Border Trust Considerations”
    Location: Manatee Community Foundation
    Breakfast provided by the Estate Planning Council of Manatee County
  • January 22, 2019

    Lester B. Law, Attorney with Franklin, Karibjanian & Law PLLC
    Topic: “Tax Basis Planning”

    Joint Council Meeting by Invitation Only*

    *A registration link with access code will be provided to the respective councils for their members to register for their private programs.

    Sponsored by BMO Wealth Management 

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Community Foundation of Sarasota County

2635 Fruitville Rd., Sarasota FL 34237
P: (941) 955.3000   F: (941) 952.1951   Email Us
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