
2026 Florida Fiduciary Conference
Featuring the NEW
Professional Fiduciary Academy!
Thursday, April 30 and Friday, May 1, 2026
Feather Sound Country Club
St. Petersburg, Florida
BOOK YOUR ROOM!
Hilton St. Petersburg Carillon Park Dates: April 30 - May 2 PFC Special Rate: 1 King Bed - $199.00 or call 1-800-774-1500 and mention group code "PFCF4" Email Chris.Circosta@Hilton.com for booking assistance | The Karol Hotel Dates: April 29 - May 3 PFC Special Rate: 1 King Bed - $199.00 Group code "PFFPFFC" Book by April 15 |
New - Professional Fiduciary Academy
Thursday, April 30, 2026 | 10:00 a.m. - 5:00 p.m.Choose to kick off your experience with a full day of HANDS-ON learning and guidance for starting and growing a fiduciary business from the legal and business foundations to finding and maintaining successful client relationships. Whether you are new to the field or a seasoned fiduciary, this event will deliver the insight, innovation, and inspiration for continued success. Includes a real-world panel discussion and case studies.
![]() | Professional Fiduciary Academy Featured Presenter: Alexandria Goff — Alexandria Goff Legal P.C. Alexandria is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Learn more about Alexandria here! |
Networking and Welcome Reception
Thursday, April 30, 2026 | 5:00 p.m. – 7:00 p.m.
Seventh Annual Florida Fiduciary Conference
Friday, May 1, 2026 | 7:30 a.m. – 3:15 p.m.
Two days of expert insights, practical strategies, and meaningful connections – all designed for professional fiduciaries, attorneys, care managers, daily money managers, trust officers, professional guardians, CPAs, and more. Learn from top industry leaders, learn about new case law, impactful topics, and take your fiduciary practice or representation to the next level.
Academy Only: $175
Conference Only
Member: $275Academy + Conference
Member: $425
Non-Member: $500
Virtual: $500
Agenda
Professional Fiduciary Academy
Thursday, April 30, 2026 | 10:00 a.m. - 5:00 p.m.
| 9:30 - 10:15 | Registration |
| 10:15 - 10:30 | Opening Remarks and Introduction of Presenter Darby Jones, Professional Fiduciary Council of Florida |
| 10:30 - 11:20 | Session 1: Finding Your First Client and Tracking Future Clients Explore the foundation of building your Professional Fiduciary practice, assessing potential clients, and generating revenue that aligns with your business plan and goals. Learn marketing and networking strategies for long term success and referrals. |
| 11:20 - 12:10 |
Session 2: First Steps of a Business Understand the appropriate way to establish your business and legal entity options. Develop critical business protocols and operations to protect yourself, your clients, and your employees. Continue to assess your insurance and liability exposures. |
| 12:10 - 12:55 | LUNCH, Networking, and Visit Exhibitors |
| 12:55 - 1:45 |
Session 3: How to GROW Your Business Establish reliable bookkeeping, accounting, and budget reports designed to monitor your cash flow and your client’s financial records. Consider various methods for the important role of client follow up and fostering of long-term relationships. Review possible client tracking, management, and ongoing administration options. |
| 1:45 - 2:35 | Session 4: Setting Up Basics of Your Systems and Professional Relationships How and when to invest in technology or software that may offer support, growth, and security. How and when to hire (and fire) 3rd party professionals such as attorneys, CPAs, or investment advisors to advance your expertise and grow your business. |
| 2:35 - 2:50 | BREAK |
| 2:50 - 3:40 |
Session 5: Panel discussion and Q & A Panelists: Ali Goff, Darby Jones, Betsy Leslie, Andrew Sasso Esq.; Darren Vermost. This interactive panel brings experienced fiduciaries and industry experts sharing real-world advice on launching and growing your practice. Bring your questions for a lively and practical discussion. |
| 3:40 - 4:30 |
Session 6: Top 10 “Red Flags” and Ethical Dilemmas for Fiduciaries Speaker: John P. Cole, Esq., Gunster P.A. Serving as a fiduciary can be deeply rewarding – but also fraught with ethical challenges and risks. Learn how to recognize and navigate the top 10 fiduciary red flags that may expose you to liability. Learn practical tips and tools to make ethical decisions to protect yourself and your clients from litigation. Competency Focus: Ethics, Risk Management, Fiduciary Duty |
| 4:30 | Closing Remarks and BREAK |
| 5:00 - 7:00 | Cocktail Reception, Networking, Exhibitors |
Seventh Annual Florida Fiduciary Conference
Friday, May 1, 2026 | 7:30 a.m. – 3:15 p.m.
| 7:30 - 8:00 |
Registration, Continental Breakfast, Exhibitors Late registration if space available, light breakfast items, visit Exhibitors. |
| 8:00 - 8:15 |
Welcome and Opening Announcements including a unique and interactive prize worthy challenge for all attendees! Darby Jones, Professional Fiduciary Council of Florida |
| 8:15 - 9:05 |
Session 1: Annual Legislative Update and Fiduciary Caselaw Highlights Speaker: Liz Hughes, Esq. This important annual review of recent legislation and case law decisions or trends that shape fiduciary practice and will improve your knowledge base and client service as a Professional Fiduciary or for someone representing fiduciaries. Ms. Hughes will also discuss the valuable contribution that the Guardianship and Power of Attorney Committee of the Real Property Probate and Trust Law Section makes and share current priorities and committee work that is important to Practitioners and Professional Fiduciaries alike. Competency Focus: Legal and Legislative update, Professional Standards |
| 9:05 - 9:55 |
Session 2: Adventures in Real Estate! A Road Map for Fiduciaries Speaker: Rebecca Bell, Esq. Real Property issues can be some of the most challenging aspects of fiduciary service. Ms. Bell will explore the many traps and concerns to be aware of and prepared for when dealing with real property within an estate, a trust, a Guardianship, or as Agent under a Power of Attorney. Competency Focus: Legal, real property and asset protection
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| 9:55 - 10:10 | Break/Visit Exhibitors |
| 10:10 - 11:00 |
Session 3: How, When, or Why to Fix a Trust…. Decanting, Termination, Reformations, Amendments, Modifications, Interpretation, and More Speakers: Angela Adams, Esq., and Andrew Sasso, Esq. Join two experienced attorneys for a practical presentation on "fixing" trusts. Through real-world stories, cautionary tales, and specific procedural tips, they will explore the tools available to fiduciaries and practitioners- from decanting and reformation to judicial modification and termination - highlighting when each option may be available, the opportunities each provides, and the hidden pitfalls. Competency Focus: Trust Administration, Legal Compliance |
| 11:00 - 11:50 |
Session 4: Sticky Situations for Fiduciaries! Speaker: Darby Jones, JD., Professional Fiduciary A candid and entertaining look at the unpredictable side of fiduciary service and many useful tips and suggestions to better serve your clients and protect your sanity. DCF calling? Hospice nurse a no-show? Managing emergencies with the EMT or 911. Butting heads at the hospital? Caregiver drama? Managing from a distance? Competency Focus: Case Management, Professionalism |
| 11:50 - 12:20 | Lunch/Networking/Visit Exhibitors |
| 12:20 - 1:10 |
Session 5: How Not to Step In It, When Serving as a Personal Representative or Curator Speaker: Jeff Eisel, Esq. These roles can be very rewarding but may also be complicated and challenging. As a litigator, Jeff will share best practices, tips, and useful guidance for successful experience as a Personal Representative or Curator. No estate is the same, so recognizing how to “not step in it” can be valuable to avoid common mistakes and maintain compliance at every step. Competency Focus: Estate Administration, Fiduciary Dut |
| 1:10 - 2:00 |
Session 6: Leveraging AI in Fiduciary Practice Speaker: Jason Waddell, Esq. This session explores how AI can enhance decision-making, automate routine tasks, and enhance client communication, while also raising important questions about ethics, oversight, and human judgment. Competency Focus: Technology, Ethics |
| 2:00 - 2:15 | Break/Visit Exhibitors |
| 2:15 - 3:05 |
Session 7: Investment Relationships, What Every Fiduciary Must Know Speaker: Rachel Barlow, Esq. An important discussion on the selection, change, monitoring, and utilization of appropriate investment relationships to satisfy your fiduciary and prudent investment duties. Guidance on developing budgets and exercising challenging discretionary distributions. Competency Focus: Fiduciary Duty and Compliance |
| 3:05 - 3:15 | Closing Remarks and GRAND PRIZE for winner of challenge! |
Register for the Academy and/or Conference
Speakers
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John P. Cole, Esq. Gunster P.A. John P. Cole is a Shareholder in Gunster’s Jacksonville office. John’s practice focuses on fiduciary risk management and counseling professional fiduciaries; probate, trust and fiduciary litigation; and mediation of probate, trust and fiduciary litigation. |
![]() Alexandria Goff Alexandria Goff Legal P.C.
Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come. She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals.
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Elizabeth Hughes, Esq. Akerman Elizabeth Hughes is a highly skilled attorney who focuses on fiduciary litigation, with a particular concentration on disputes that arise from Florida estates, trusts, and guardianships. Elizabeth’s experience includes successfully litigating and resolving complex cases involving will and trust contests, fiduciary fee disputes, determination of heir disputes, disputes over appointment of fiduciaries, removal of fiduciaries, surcharge actions, elective share disputes, and breaches of fiduciary obligations. She regularly assists individuals and clients serving as fiduciaries in reforming and construing wills and trusts, determining rights in wills and trusts, modifying trusts, and terminating trusts. With more than a decade of experience in guardianship and mental health litigation proceedings, Elizabeth also advises clients on disputes over capacity and appointments as guardian. She has handled contested emergency temporary guardianship proceedings for clients and has experience with adversary elderly exploitation injunction matters in Florida. Elizabeth’s degree in Health Science and Rehabilitative Services provides her with a deep understanding of guardianship administration and restoration proceedings. She is skilled in representing professional and non-professional guardians and has experience representing both petitioners and respondents in Florida Marchman Act proceedings. Elizabeth has also served as private counsel for alleged incapacitated persons, as well as wards. In addition to representing clients in related matters, Elizabeth has served as court-appointed counsel, ad litem, estate curator, and guardian in numerous probate, trust, and guardianship cases in Florida. For more than ten years, Elizabeth has served on the Executive Council of the Real Property, Probate, and Trust Law Section of the Florida Bar and in this capacity has been involved in crafting Florida Law relating to estates, trusts, and guardianship proceedings and has been involved in the legislative process for the Section. |
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Betsy Leslie Tampa Bay Fiduciary, LLC Betsy Leslie is a graduate of the Florida State College of Law and is a current member of the Florida Bar where she maintains membership in the Real Property, Probate and Trust Law and Elder Law sections. Betsy began working in the Professional Fiduciary field in 2015, ultimately opening Tampa Bay Fiduciary, LLC in 2018. She provides an array of fiduciary services including Independent Trustee, Personal Representative, Agent under Power of Attorney, Health Care Surrogate, Curator, and other roles of agency. As a trustee, Betsy has experience serving Special Needs Trust beneficiaries, domestic and foreign corporate trust clients, major league sports disability trust beneficiaries, and drug addict recovery beneficiaries. Betsy’s Health Care Surrogate appointments include traumatic brain injury patients, dementia and Alzheimer’s patients, and other chronic or emergent care clients. Betsy is a founding member of the Professional Fiduciary Council of Florida (PFCF). She currently serves as Chair of the Membership Committee and sits on the Executive Board and Curriculum Committee. Betsy has spoken at the PFCF annual conferences, co-hosted PFCF Fiduciary Fridays, and speaks by invitation to Bar Association and Elder Law events. She served on the faculty of the inaugural POA Certification classes offered by Stetson Law School Spring of 2025. |
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Andrew B. Sasso, Esq. Macfarlane Ferguson & McMullen Andrew B. Sasso practices in the Clearwater, Florida office of Macfarlane Ferguson & McMullen with a practice focused in the areas of probate, guardianship, and trust litigation and administration. Mr. Sasso received degrees from University of Central Florida, B.A., 1980 and Stetson University College of Law, J.D., 1983. Mr. Sasso has been a member of The Florida Bar since 1984 having served on the Board of Governors (2004-2016) (Disciplinary Procedures Committee, Chair (2006-2007, 2007-2008, 2009-2010, 2010-2011), Executive Committee (2010-2011), Real Property Probate and Trust Law Section, Board of Governors Liaison (2012-2016), Rules of Judicial Administration Committee, Board of Governors Liaison (2012-2016), Clients' Security Fund Committee, Board of Governors Liaison (2014-2016), Designated Review for Grievance Committees 6A, 6B, 6C, (2004-2016), Designated Review for Statewide Advertising Grievance Committee (2011-2016), Designated Review for Unlicensed Practice of Law Committees 6A and 6B (2004-2016)), and Parliamentarian of the Board of Governors of The Florida Bar (2016-2023). Currently, Mr. Sasso is a member of the Real Property Probate and Trust Law Section’s Executive Council. Mr. Sasso has served the Clearwater Bar Association, Inc. (President (2000-2001), President-Elect (1999-2000), Secretary (1998-1999), Director (1997-1998), Bench/Bar Liaison Committee, Co Chair (1997-1999), Probate, Guardianship and Trust Law Committee, Chair (1995-1996)). Mr. Sasso is currently serving as Chair of the Local Professionalism Panel of the Sixth Judicial Circuit and is a member of the Professionalism Committee of the Sixth Judicial Circuit. Chief Justice Jorge Labarga appointed Mr. Sasso to serve on the Florida Supreme Court Judicial Management Council Guardianship Workgroup (2016-2018). Mr. Sasso is AV Preeminent® rated by Martindale-Hubbell®, selected to Super Lawyers®, and has been recognized with The Florida Bar President's Award of Merit, 2010, The Florida Bar Tony Boggs Excellence in Discipline Award, 2016, the Barney Masterson Inn of Court Professionalism Award, 2005, the Clearwater Bar Association’s Ralph Richards Award, 2018, the Barney Masterson Inn of Court Barney Award, 2021, and The Florida Bar Real Property Probate and Trust Law Section’s John Arthur Jones Annual Service Award, 2022-2023. |