In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program.
Looking Back and Looking Forward: Maintaining a Successful Estate Planning Practice over the Next 25 Years
Tuesday, November 19, 2024
Speaker: Alan Rothschild
Time: 11:30 a.m. – Registration and lunch
Program: 12:00 p.m. – 1:00 p.m.
Location: Community Foundation of Sarasota County
Synopsis: This presentation looks at the demographic and societal trends in estate planning from the 1970s to present day and explores the possibilities for the future. We will also discuss the evolution of technology in estate planning practices and the long-standing challenge of being fairly compensated for trust and estate services.
This session offers an option for in-person participation or Zoom attendance. In-person seating is limited. Once we reach capacity, Zoom will be the only option available.
For this program, we are offering 1.0 credit for Attorneys, CFPs, CPAs, and Trust Officers.
SWFEPC Members: Click Here to Register
Registration Deadline: November 15, 2024
About Our Speaker:
Alan F. Rothschild, Jr.
Page, Scrantom, Sprouse, Tucker & Ford, P.C.
Columbus, GA
Alan is a shareholder in the Columbus and Atlanta, Georgia law firm of Page, Scrantom, Sprouse, Tucker & Ford, P.C. He is past Chair of the American Bar Association’s Real Property, Trust and Estate Law Section and a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel. He serves on the Heckerling Estate Planning Institute Advisory Committee, is past Chair of the Board of Trustees of the Southern Federal Tax Institute, and is an adjunct professor at the University of Miami School of Law, where he teaches a course on the law of tax exempt organizations.
Alan is the founder of The Do Good Fund, a nonprofit collection of photography of the American South, and has served on a number of non-profit boards, including the Mildred Miller Fort Foundation, Georgia Humanities Council, Georgia Museum of Art, Community Foundation of the Chattahoochee Valley, Georgia Trust for Historic Preservation and the Southeastern Council of Foundations.
THANK YOU TO OUR PROGRAM SPONSORS:
Please also register now for our newly rescheduled program date: Charity Night with Resilient Retreat on December 10, 2024
