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March Meeting of the Southwest Florida Estate Planning Council

  • Tuesday, March 08, 2022
  • 5:15 PM - 7:30 PM
  • Michael's On East
Presentation by: Elisa Shevlin Rizzo of Northern Trust

Elisa Shevlin Rizzo is the Regional Chief Fiduciary Officer for the East Region of The Northern Trust Company.  In that role, she oversees the delivery of fiduciary and advisory services by trust professionals along the East Coast and Florida and provides guidance and advice on fiduciary questions, risk management, trust administration and best practices.

Elisa joined Northern Trust in 2017 as Senior Legal Counsel and Senior Fiduciary Officer for the Northeast and has also served as the Regional Chief Fiduciary Officer for The Northern Trust Company of Delaware. Previously, she was Managing Director, Trust Counsel and Director of Estate Administration at Fiduciary Trust Company International.  Earlier in her career, Elisa was Counsel at Cummings & Lockwood LLC in Stamford, CT and an associate with Cadwalader, Wickersham & Taft in New York City.

Elisa is a Vice Chair of the ABA-RPTE Section committee on Art and Tangibles, a Vice Chair of the NYSBA Trust & Estates Section Estate and Trust Administration Committee, a member of the NYSBA Trusts & Estates Section Taxation Committees and a past member of the New York City Bar Association's Committee on Estate and Gift Tax.

Elisa writes and speaks on estate and tax planning topics and has been quoted in Barron's, The Wall Street Journal and other publications.  She has presented before various organizations including the American Bar Association, Real Property, Trusts & Estates Section, New York State Bar Association, the New York City Bar Association, the American Heart Association and the Washington Non-Profit Tax and Legal Conference.  

Check back soon for registration details.

Registration Deadline: Friday, March 4, 2022 Guest fee is $20.00.

Please submit payment to SWFEPC for all guests.

Event Location:

Michael's On East
1212 East Ave South
Sarasota, FL 34239

Event Time: 5:15 p.m. - 7:30 p.m.

Sponsored by:

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230