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Upcoming events

    • Tuesday, February 08, 2022
    • 5:15 PM - 7:30 PM
    • Michael's On East
    • 80

    February Meeting of the Southwest Florida Estate Planning Council

    Please join us for a presentation about the nuts and bolts advisors should be aware of regarding senior living choices and preparing clients (and their family) for one of the biggest moves of their lives.

    Presented by: Pat Zagony, Senior Choices Placement Agency Independent Living, Assisted Living and Memory Care

    Registration Deadline:

    Friday, February 4, 2022

    This meeting is open exclusively to SWFEPC members. 

    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:

    • 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:

    • Tuesday, May 10, 2022
    • 9:00 AM
    • The Founders Club
    Annual Outing: Golf, Wine Tasting, Cocktails and Dinner

    Check back soon for registration details.

    Registration Deadline: Friday, April 29, 2022

    Please submit payment to SWFEPC for all guests.

    Event Location:

    The Founders Club
    3001 Founders Club Drive
    Sarasota, FL 34240

    Event Time: TBD

    Sponsored by:

Past events

Tuesday, January 18, 2022 Joint Councils' Meeting: Family and Wealth Sustainability
Tuesday, November 09, 2021 Distinguished Speaker Series Presents The Secure Act: Trust Income Tax Planning Strategies
Tuesday, October 12, 2021 Food for Thought with Local Charities Featuring Meals on Wheels PLUS of Manatee & All Faiths Food Bank
Tuesday, September 14, 2021 Distinguished Speaker Series Presents "Business Trusts"
Tuesday, May 18, 2021 Annual Meeting
Tuesday, March 16, 2021 How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerkie
Tuesday, February 16, 2021 Elephants in the Room - Carolann Grieve
Tuesday, January 19, 2021 Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle
Tuesday, November 17, 2020 Top Ten Reasons Trustees May be Sued...and How to Fulfill Ethical Responsibilities and Reduce Litigation Exposure - Sharon Klein
Tuesday, October 13, 2020 CHARITY NIGHT -Neuro Challenge Foundation
Friday, September 25, 2020 Practical Estate Planning in Uncertain Times - Florida Bar Tax Section
Tuesday, September 15, 2020 You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven
Tuesday, May 12, 2020 Annual Outing 2020
Tuesday, March 17, 2020 CANCELLED - How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerskie
Tuesday, February 11, 2020 Topic: “The Top Ten Estate Planning and Estate Tax Developments of 2019 -Ronald D. Aucutt
Tuesday, January 21, 2020 Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman
Tuesday, November 12, 2019 Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice
Tuesday, October 08, 2019 CHARITY NIGHT - Community Foundation of Sarasota County - 40th Anniversary
Tuesday, September 10, 2019 Top 5 Innovative Estate PlanningTechniques with Life Insurance
Tuesday, May 14, 2019 Annual Outing 2019
Tuesday, March 12, 2019 Breaking the Internet: How auction houses find buyers, track trends and value tangible personal property online for their sellers
Tuesday, February 12, 2019 Access to Digital Assets - S. Dresden Brunner, Esq, S. Dresdent, P.A.
Tuesday, January 22, 2019 Tax Basis Planning -- less on basis rules and more on planning ideas
Tuesday, November 13, 2018 Where the Rubber Meets the Road:Implementation of Trust Provisions
Tuesday, October 09, 2018 Charity Night: Sarasota Orchestra
Tuesday, September 11, 2018 Contemporary Estate Planning Paradigms for Married Couples
Tuesday, May 08, 2018 Annual Outing 2018
Tuesday, March 13, 2018 Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA
Tuesday, February 13, 2018 Long Term Care Insurance: Everything Planners Need to Know about LTC Insurance
Tuesday, January 16, 2018 Protect Vulnerable Seniors from Financial Exploitation
Thursday, November 16, 2017 Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Thursday, November 02, 2017 Construction Issues for the Modern Family in the Estate Planning Documents -- Lee-Ford Tritt
Tuesday, October 10, 2017 Charity Night: Sarasota Opera Youth Progrm
Tuesday, May 09, 2017 Annual Outing 2017
Tuesday, March 14, 2017 U.S. Estate and Gift Tax Planning for International Clients
Tuesday, February 21, 2017 Game-Changing social security strategies -- David Kennon, CWS©
Tuesday, October 18, 2016 Charity Night - Books for Kids
Tuesday, September 13, 2016 Estate Planning and the Trustee Selection Process -- Minefields to be Aware of
Tuesday, May 10, 2016 Annual Outing 2016
Tuesday, March 08, 2016 March Monthly Meeting
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