All Children's Hospital 15th Annual Estate, Tax, Legal & Financial Planning Seminar

February 13, 2013
All Children's Hospital Education and Conference Center
701 4th Street South
St. Petersburg, FL 33701

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:

  1. What issues should  a lawyer discuss with an estate planning client who is contemplating the drafting and execution of a Power of Attorney as a Principal?
  2. What issues should be addressed by a third party provider of goods or services to whom an Agent presents a Power of Attorney prior to acting on the Agent's instructions on behalf of the Principal?
  3. What issues should the Agent (and her legal counsel) address once the Agent is called upon to serve on behalf of the Principal under the Power of Attorney?

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.

Webcasts are offered at the following locations:

  • Pasco 
    All Children’s Outpatient Care Center of Pasco
    4443 Rowan Road
    New Port Richey, FL 34653
    Maps and Driving Directions
  • Sarasota
    All Children’s Outpatient Care Center of Sarasota
    5881 Rand Boulevard
    Sarasota, FL 34238
    Maps and Driving Directions
  • Ft. Myers 
    Northern Trust
    7960 Summerlin Lakes Drive
    Ft. Myers, FL 33907
    Maps and Driving Directions
  • Lakeland
    Citizens Bank and Trust
    1985 East Edgewood Drive
    Lakeland, FL 33803
    Maps and Driving Directions
  • Tampa
    Holland & Knight
    100 N. Tampa Street, Suite 4100
    Tampa, FL 33602
    Maps and Driving Directions

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