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Fifth Annual Florida Fiduciary Conference

Presented by:

The Professional Fiduciary Council of Florida

Feather Sound Country Club

2201 Feather Sound Drive, Clearwater/St. Petersburg, Florida   33762

Evening Reception

Thursday, May 2, 2024, 5:00 p.m. – 7:00 p.m.

Full Day Conference

Friday, May 3, 2024, 7:30 a.m. - 5:00 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

Darby Jones, Professional Fiduciary Council of Florida


Be a detective in this interactive and educational experience for all attendees. Explore a fully staged “home” of your new Ward, Beneficiary, Client, or relative and see what clues you discover and what you miss! Prizes!!!

8:15-9:05                  Session 1

Case Law and Legislative Overview AND the Implications of ChatGPT and AI for Fiduciaries

Speaker:  J. Richard Caskey, Esq.

An eye-opening look at the future of fiduciary services, planning, and litigation.

9:05-9:55                Session 2

Watch out for the “Prudent Investor Rule.” Do not ignore this important process in your daily fiduciary responsibilities.

Speaker:  Richard J. Milton, CFA,

Serving as a Trustee? POA? Guardian? PR? What are your duties and responsibilities regarding investments and the prudent investor rule?

Also, are you selecting the right investment relationship for your Wards, Clients, Beneficiaries?

9:55-10:10              Break/Visit Exhibitors/Explore GSI Room

10:10-11:50             Session 3

Afraid to serve as Agent under a POA or Health Care Surrogate? Know the Risks, Responsibilities, and Solutions! AND Practical Advice, Best Practices, and How to Successfully Serve as Agent under a POA and HCS!

Panel Discussion:  Hung V. Nguyen, Esq., Betsy B. Leslie JD, Professional Fiduciary, Marianne Fisher, Professional Fiduciary.

What are the statutory requirements for serving in these roles? Am I serving or not? What am I responsible for, exactly? When am I responsible? Different forms of HCS. What to look for in the documents. Termination/resignation/removal issues.

Learn how to easily meet the legal duties and responsibilities as a Professional Fiduciary. Tips, best practices, and how to prepare yourself, your client, your files, your staff, and the family for the inevitable issues and feel confident in your role. Choosing care giver services, care managers, selection of facilities, hospital protocols and when and how to get help, record keeping, and more.

11:50-12:35             Box Lunch/Visit Exhibitors/Explore GSI Room

12:35-1:25              Session 4

Should I Stay or Should I Go? Considerations in Accepting Role as PR or Trustee

Speaker: Cady L. Huss, Esq.

This presentation will focus on the many considerations that should be addressed when a Trustee or Personal Representative is considering accepting a fiduciary role. Everything from special assets and troublesome beneficiaries to unusual terms in a governing document.

1:25-2:20                Session 5

So Now You Are the Fiduciary! Watching out for the Landmines and some Practical Advice

Speaker: Sandra F. Diamond, Esq.

Congratulations now you are officially the fiduciary!  What are your first steps? How to identify and avoid troublesome issues while meeting your fiduciary responsibilities.

2:20-2:35                Break/Visit Exhibitors/Explore GSI Room FINAL VISIT!!!!

2:35-3:25                Session 6

The Future of Long Term Care: Trends, Challenges, and Opportunities

Speaker: Jason A. Waddell, Esq.

Long-term care is a vital component of aging in place, as it provides support and assistance to older adults who need help with daily activities or health conditions. This presentation will examine the current state and future outlook of long-term care, including the demand, supply, cost, quality, and innovation of long-term care services and products. It will also discuss how professional fiduciaries can help their clients navigate the complex and evolving long -term care landscape.

3:25-4:15                Session 7

AARP Florida Advocacy

Speaker: Chante’ Jones, Esq., AARP Associate State Director

AARP Florida will share their goals, vision, and resources for supporting and caring for our seniors including legislative initiatives, and community-based resources important for fiduciaries.

Panel Discussion: Guardianships – What “they” may not be telling you

Panel: Pamela D. Keller, Esq., Alexander S. Douglas, II, Esq.

The media has given a black eye to guardianship and professional guardians. Unfortunately, a few bad actors in the system have made it very difficult for the good ones to continue. The Florida Guardianship Statutory framework is one of the most well-developed in the country, but our guardianship system will not work without professional guardians. There is a chronic shortage of qualified and experienced professional guardians as many have retired, or no longer are willing to serve given the treatment by the courts and media. This panel will discuss the challenging statutory provisions that Professional Guardians face together with recommendations for improving the treatment and success of our Professional Guardians.

4:15-5:00                Session 8

Geriatric Scene Investigation Room Debriefing and Prizes!

Panel: Theresa L. Barton, Navigator, Advocate, Care Manager and Angela M. Adams, Esq.

Open discussion of the value of the GSI room and the hands-on lessons learned. Who is the best investigator in the room!!????  What did you find? More importantly, what didn’t you find!!!!

5:00-5:15                Closing remarks, prizes/raffles.

AGENDA AS OF 3/11/2024

No events available.

Professional Fiduciary Council of Florida
3637 4th Street North, Suite #270
St. Petersburg, FL 33704

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