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My Time in Trial – The Good, The Bad and The Ugly

  • Tuesday, November 08, 2022
  • 11:30 AM - 1:00 PM
  • Carlisle Inn and Conference Center

In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program presented by Lee McElroy.  

Topic: My Time in Trial – “The Good, the Bad, and the Ugly”

Synopsis: Attendees will gain insight on the fundamentals of fiduciary litigation law set forth in the pleadings and outcomes of six (6) different court contests (cases) tried by the speaker. The program will explore the specific facts of each case, review the issues at hand before the courts, and discuss the findings by the judges. The program will review certain cases concerning jointly owned accounts by the decedent and certain heirs, a will contest due to undue influence by a beneficiary, the battle of two experts in a certain case, and the matter of sibling rivalry. In addition to learning about the legal principles established by statute or case law, this program will provide firsthand experience of how trial courts deal with witnesses, legal positions, and facts in will contests. 

Date: Tuesday, November 8, 2022

Registration and Lunch: 11:30 a.m.

Program: 12:00 p.m. – 1:00 p.m.

Location: The Carlisle Inn and Conference Center – 3727 Bahia Vista St, Sarasota, FL 34232  (Behind Der Dutchman Restaurant)

SWFEPC Members- Click Here to Register

Registration Deadline: October 31, 2022

About Our Speaker Lee McElroy

ROBERT LEE McELROY, IV is a partner with Downey | McElroy, P.A. in Palm Beach Gardens, Florida. He is a fellow of the American College of Trust and Estate Counsel and practices in the areas of probate and trust litigation, trust and estate administration, guardianship law, and fiduciary litigation. Mr. McElroy has an AV rating by Martindale-Hubbell. In 1998, Mr. McElroy graduated with honors from Florida State University with a degree in history. He received his Juris Doctorate degree from the University of Tennessee in 2001, was admitted to practice in Tennessee in 2001 and in Florida in 2005. In law school, Mr. McElroy served on Transactions: The Tennessee Journal of Business Law and worked on Bogert, Trusts and Trustees. After graduating from the University of Tennessee College of Law, Mr. McElroy served in the United States Navy Judge Advocate General’s Corps for three years. He was awarded the Navy and Marine Corps Commendation Medal for running a Guantanamo Bay office in Cuba for three months in 2003. He was also awarded the Navy and Marine Corps Achievement Medal for his service from 2002 to 2005. Since leaving the Navy, Mr. McElroy has focused his practice on estate and trust matters. Mr. McElroy is an active member of the Real Property Probate and Trust Law Section of the Florida Bar. He serves on the Probate & Procedure Committee and the Trust Law Committee. He has been a member of the Executive Council of the RPPTL Section since 2011, served as vice chair of the Elective Share Review Committee, and now serves as vice chair of the Probate and Trust Litigation Committee. He also serves on the Florida Bar’s Probate Rules Committee and was chair in 2020-2021. Since 2015, Mr. McElroy has been recognized as a Florida Super Lawyer in the area of Estate and Trust Litigation and previously was an “up and comer” in the same field. Mr. McElroy also frequently lectures on probate and trust matters.


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

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PO Box 2098
Sarasota, FL 34230