PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

7:00 a.m. – 7:30 a.m.

Registration, Networking & Continental Breakfast

Speaker

7:30 a.m.

Welcome

7:50 a.m.

Introductions

Lea Ann Collins, Pres. PCEPC

8:00 a.m.

Session 1: Top 10 Pitfalls in Drafting Prenupital Agreements

Ky Koch, Esquire & Courtney Koch, Esquire, Koch & Hoffman, P.A.

8:50 a.m.

BREAK

9:00 a.m.

Session 2: Managing Clients with Memory Loss

Eileen Poiley, Director of Education at the USF Health Byrd Alzheimer’s Institute

9:50 a.m.

BREAK

10:00 a.m.

Session 3: Panel Discussion – Interdisciplinary Approach to Ethics and Clients with Memory Loss

Sandra Diamond, Esquire, Williamson, Diamond & Canton, P.A.;

Ginger Snyder, CFP, 360 Wealth Management Group of Raymond James;

Jim Carlstedt, CPA, CJN&W CPAs, P.A.

10:50 a.m.

BREAK

11:00 a.m.

Session 4: International Estate Planning for Non-U.S. Citizens or U.S. Citizens with Non-U.S. Assets

Andrea Darling de Cortes, Esquire and

David Barnhill, Esquire, Sharp Partners P.A.

NOON

Adjourn