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Fiduciary Representation

  • Tuesday, November 14, 2023
  • 11:30 AM - 1:00 PM
  • The Carlisle Inn, 3727 Bahia Vista St, Sarasota, FL 34232

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

Topic: Fiduciary Representation
Speaker:  Roberta (Bobbi) Flowers

Synopsis: Ethical snakes when representing fiduciaries: Don’t get bit. This interactive presentation will use a hypothetical scenario to walk through the unique ethical issues an attorney can face when representing fiduciaries including guardians, trustees, and agents under a power of attorney. This presentation will cover issues including the initial meeting with the fiduciary client; misconduct the attorney should be watching for, and how to handle the client if there is misconduct.

Date: Tuesday, November 14, 2023
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.

Location: The Carlisle Inn and Conference Center

Continuing Education Credit:
1.0 credit for Attorney, CFP, CPA and Trust Officers

SWFEPC  Members - Click Here to Register

Registration Deadline: November 10, 2023

Guest Fee: $60
(Note: Please register guests through the Community Foundation of Sarasota County's website. You will receive a separate invoice for any guest reservations from the Southwest Florida Estate Planning Council. Please prepare to remit payment via check when arriving at the event or pay online via credit card once the invoice is received.) 


Roberta (Bobbi) K. Flowers is a Professor of Law at Stetson University College of Law and the Director of the Center for Excellence in Elder Law and the Director of the LLM in Elder Law. Professor Flowers teaches ethics in an elder law practice in the Elder Law LL.M. program. She also teaches evidence, criminal procedure, and professional responsibility. She has served as the Director of the Center for Excellence in Advocacy Center and as the William Reece Smith, Jr. Distinguished Professor in Professionalism. She is currently the President of NAELA (National Academy of Elder Law Attorneys).

She has lectured throughout the United States and internationally in the area of Ethics. Along with Professor Rebecca Morgan, she created a set of videos depicting ethical dilemmas faced by elder law attorneys, which have been used throughout the United States to train attorneys. The Florida Supreme Court awarded Professors Morgan and Flowers the Florida Supreme Court Professionalism Award for their work on these videos. Additionally, with Professor Morgan, Professor Flowers designed the first “elder friendly courtroom” in the nation, which is a model of the important considerations that should be made when creating courtrooms of the future.


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

Email Us:

PO Box 2098
Sarasota, FL 34230