Private Wealth Services Partners Bill Lane and Nichole Scott will speak at the All Children's Hospital Annual Estate, Tax, Legal & Financial Planning Seminar.
Mr. Lane will moderate a panel titled "Florida Powers of Attorney: Know the Ropes." This panel will briefly review the background of Florida's new Power of Attorney Act, and will then delve into three discussion topics that collectively should be of great interest to a mixed audience of lawyers, accountants, trust officers, financial planners and insurance planners, addressing legal, practical, and ethical, issues, to wit:
Ms. Scott will speak on a panel titled "Traditional Estate Planning: Setting A Course and Sailing into the Future." She will describe the tax and non-tax aspects of estate planning and common techniques for transferring wealth. Ms. Scott will also cover certain unique Florida laws affecting estate planning.
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