Distinguished Speaker Series
Empowering Professional Advisors who help donors make lasting charitable impact.
Our Distinguished Speaker Series is an educational and networking resource for all professional advisors and is offered complimentary as a thank you for referring clients to the Community Foundation. Through a signature series of lectures presented by nationally recognized estate planning and tax experts, advisors can earn advanced education credits and stay abreast of current trends and updates in wealth planning.
These programs are hosted by our Community Foundation in partnership with Manatee Community Foundation.
2019 – 2020 Schedule
Wednesday, September 11, 2019
Speaker: Marvin E. Blum, Attorney; The Blum Firm, P.C.
Topic: “A FAST Solution to Legacy Planning: The Family Advancement Sustainability Trust”
While estate planning focuses on technical factors (tax, asset protection, etc.), there is an evolving need to address a client’s qualitative goals – preparing the estate for the heirs, but also preparing the heirs to responsibly receive, manage, maintain, and pass on the estate. We’ll discuss the Family Advancement Sustainability Trust (FAST) — a practical tool to help clients achieve their qualitative estate planning goals.
Tuesday, November 12, 2019
Speaker: Dr. Gerry W. Beyer; Governor Preston E. Smith Regents Professor of Law
Topic: “Cyber Estate Planning and Administration"
This presentation will focus on the developing area of "digital assets," electronic records ranging from e-mail accounts to banking, investment, and shopping accounts, domain names, social networking sites, online games, and cryptocurrency. Prof. Beyer will offer guidance on the utility of comprehensive planning for digital assets and will discuss issues that affect this set of assets, offer estate planning options, analyze existing laws, and explore current and future trends in this area. In addition, he will include detailed coverage of the Revised Uniform Fiduciary Access to Digital Assets Act which took effect in Florida on July 1, 2016.
Tuesday, January 21, 2020
Speaker: Alan S. Gassman; Gassman, Crotty & Denicolo, P.A.
Topic: “Creditor and Trust Planning Strategies You May Not Know About”