April Luncheon~ Creating Exceptional Estate Plans: Drafting Tools & Tips
Rachel Drude-Tomori, Esq., LL.M.
Battaglia, Ross, Dicus & McQuaid, P.A.
Are you still using the same old "vanilla" trust for all of your estate planning clients? Are you still forcing clients into antiquated "A/B" trust plans when there is no real estate tax benefit? Do you want to set yourself apart from your peers but find that estate planning software lacks creative drafting options? Do you ask the right questions to ensure that the plan you create is custom-tailored to address your client's unique family dynamics and estate planning goals? During this one-hour presentation, Rachel Drude-Tomori will share her method of creating exceptional estate plans that really work and go above and beyond the industry standard. She will share stories about solving unique planning challenges, and, best of all, sample provisions that you can incorporate into your documents to provide exceptional service to all of your estate planning clients.
Luncheon Sponsor:
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Meeting Location:
Ruth Eckerd Hall ~ Margarete Heye Great Room - DIRECTIONS
1111 N. McMullen Booth Road
Clearwater, FL 33759
Advance reservations are required.
Members - FREE (Included in Annual Dues)
Potential Members - FREE (1st Time Guests that are potential members)
Guests - $25.00
Rachel Drude-Tomori is a Partner at Battaglia, Ross, Dicus & McQuaid, P.A. in St. Petersburg, Florida. She currently serves as Chair of the St. Petersburg Bar Association Probate Section and recently was elected to serve on its Executive Committee for the 2019-2020 Term. Rachel prides herself on creating customized estate plans that speak to the individual needs of her clients and their unique family dynamics and dynastic and charitable goals. After receiving her LL.M. in Estate Planning from the University of Miami School of Law Heckerling Graduate Program, Rachel had the fortunate opportunity to create estate plans for sophisticated clients in the Miami Area with everything from private airplanes and helicopters to ranches, stables, hotels, and shopping malls. She continues to bring this level of sophistication, detail, and customization to both wealthy individuals and those with more modest estates.
