Distinguished Speaker Events for Professional Advisors Only
Our Distinguished Speakers Series gives estate planning attorneys, CPAs, trust officers, wealth managers and other professional advisors free access to the very best experts in the nation for their continuing education credits.  All seminars are complimentary and take place at the Community Foundation of Sarasota County-2635 Fruitville Road-Sarasota.  Past blockbuster speakers have included:  Sam Donaldson, Natalie Choate, Howard Zaritsky, Conrad Teitel, Ronald Aucutt and Jeffrey Pennell. 

Distinguished Speaker Jonathan E. Gopman Presented by: Southwest Florida Estate Planning Council "Wealth Protection: Domestic & International Planning" September 14, 2010 from 3:30-5:30 pm at The Community Foundation of Sarasota County-2635 Fruitville Road SWFEPC and guests only RSVP at www.SWFEPC.org
		Jonathan Gopman's practice assists high net worth families with international and domestic estate planning, implementing foreign trusts structures, business planning and general tax planning.  Jonathan is a commentator on asset protection planning matters for Leimberg Information Services, Inc. ("LISI"), a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners ("STEP").  He is AV rated by Martindale Hubbell.  He is the co-author of the revised version of the BNA Portfolio Estate Tax Payments and Liabilities.

 

Distinguished Speaker Series Presents Dennis I. Belcher, Esq "Recent Developments" October 5, 2010 from 8:00-10:30 am at The Community Foundation of Sarasota County-2635 Fruitville Road
		Dennis I. Belcher, Partner in McGuire Woods LLP; past Chair of the American Bar Association's Section of Real Property, Estate and Trust Law; Past President of the American College of Trust and Estate Counsel; member of the Advisory Board of BNA Tax Management, Estate, Gifts and Trusts Magazine and listed in Town & Country Magazine Top 45 estate planning lawyers in the United States.  He is a frequent speaker at the Heckerling Institute of Estate Planning sponsored by the University of Miami School of Law and the ALI-ABA estate planning seminars.

Distinguished Speaker Series Presents Stephen R. Leimberg "Topic:  To Be Announced" November 9, 2010 from 8:00-10:30 am at The Community Foundation of Sarasota County-2635 Fruitville Road
		Stephen R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of Leimberg Information Services, Inc. which provides e-mail based news, opinion, and information for tax professionals.  He is the author of numerous books on estate, financial, and employee benefit and retirement planning as well as a nationally known speaker.  He has addressed the Miami tax Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School's Estate Planning Conference, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum.