Professional Fiduciary Council of Florida upcoming events

ME Meeting - Member Engagement (Thursday, November 12, 2026)

Thu, 12 Nov 2026 21:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

November 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration & Distribution of a Trust (Friday, November 20, 2026)

Fri, 20 Nov 2026 14:00:00 GMT

The dissolution of a trust marks a period of significant fiduciary risk. In this terminal stage, the final allocation of assets requires disciplined execution, a defensible documentary record, and strict conformity with fiduciary obligations as defined by both the trust instrument and applicable law.

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Friday - November 20, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

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Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

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About Andrew B. Sasso, Esquire

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.

ME Meeting - Member Engagement (Thursday, December 10, 2026)

Thu, 10 Dec 2026 21:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

8th Annual Conference - 2027 - REGISTRATION (Thursday, May 06, 2027)

Thu, 06 May 2027 14:00:00 GMT

Professional Fiduciary Academy

Thursday, May 6, 2027 | 10:00 a.m. – 5:00 p.m.

Welcome Reception – Academy & Conference Attendees
Thursday, May 6, 2027 | 5:00 p.m. – 7:00 p.m.

Florida Fiduciary Conference

Friday, May 7, 2027, 7:30 a.m. - 3:15 p.m.

Feather Sound Country Club

2201 Feather Sound Drive, Clearwater, FL 33762

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Who should attend: Professional fiduciaries, guardians, conservators, estate and trust attorneys and administrators, care managers, and those interested in advancing their fiduciary practice.
Why attend: Get practical advice on starting and growing your fiduciary business, connect with peers and experts, and stay ahead in fiduciary best practices with this all-day intensive workshop.

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Registration

Fiduciary Academy ONLY – $175.00: Includes breakfast, digital course materials, exhibitor hall, and networking with industry experts.

Conference ONLY: Includes continental breakfast & lunch, digital course materials, exhibitor hall, and networking with industry experts.

Members – $275
Non-members – $375
Webcast and digital course materials – $375

Conference AND Fiduciary Academy

Members – $425
Non-members – $500

Presented by:

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Interested in SPONSORING the Conference?

CLICK HERE FOR MORE INFORMATION!

8th Annual Conference - 2027 - SPONSORSHIP (Thursday, May 06, 2027)

Thu, 06 May 2027 14:00:00 GMT

Become a Sponsor

Partner With Us to Support Excellence in Fiduciary Practice

This two-day event brings together professional fiduciaries, attorneys, financial professionals, care managers, and allied professionals committed to excellence in fiduciary practice.

Sponsorship offers a valuable opportunity to increase your organization's visibility, build professional relationships, and demonstrate your commitment to fiduciary education.

Why Sponsor?

Connect with fiduciaries and allied professionals.
Increase Visibility through event recognition, advertising, and promotional opportunities.
Build Relationships with professionals who may benefit from your services.
Support Education and the advancement of fiduciary practice.

Sponsorships are limited and available on a first-come, first-served basis.

2027 Sponsorship Levels & Benefits

Presenting Sponsor — $5,000 — SOLD

1 Available

4 conference registrations
4 Thursday reception admissions
Conference website and printed program recognition
Live introduction or attendee message
Premium signage placement
Full-page digital program advertisement
Promotional item in attendee bag
Fiduciary Friday sponsorship ($500 value)
Premium exhibitor table included
Attendee list upon request

Academy & Reception or Conference Sponsor — $4,000

2 Available

2 conference registrations
4 Thursday reception admissions
Conference website and printed program recognition
Live introduction or attendee message
Premium signage placement
Full-page digital program advertisement
Promotional item in attendee bag
Fiduciary Friday sponsorship ($500 value)
Discounted exhibitor table ($500)
Attendee list upon request

Session Sponsor — $3,000

8 Available

2 conference registrations
2 Thursday reception admissions
Conference website and printed program recognition
Live introduction or attendee message
Full-page digital program advertisement
Promotional item in attendee bag
Fiduciary Friday sponsorship ($500 value)
Discounted exhibitor table ($500)
Attendee list upon request

Breakfast or Lunch Sponsor — $2,000

2 Available

1 conference registration
1 Thursday reception admission
Conference website and printed program recognition
Half-page digital program advertisement
Promotional item in attendee bag
Discounted exhibitor table ($500)
Attendee list upon request

Charging Station Sponsor — $1,500

1 Available

1 conference registration
1 Thursday reception admission
Conference website and printed program recognition
Half-page digital program advertisement
Promotional item in attendee bag
Discounted exhibitor table ($500)
Attendee list upon request

Exhibitor Table — $750

18 Available

Standard exhibitor table and two chairs
2 Friday breakfast/lunch admissions
Printed program recognition
Attendee list upon request

Friend of the Council — $500

11 Available

Conference website and printed program recognition
2 Thursday reception admissions
Recognition as a supporter of fiduciary education and professional excellence

Professional Fiduciary Council of Florida upcoming events

ME Meeting - Member Engagement (Thursday, November 12, 2026)

November 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration & Distribution of a Trust (Friday, November 20, 2026)

*************************************

Friday - November 20, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members (Click HERE for more information on Membership)

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About Andrew B. Sasso, Esquire

ME Meeting - Member Engagement (Thursday, December 10, 2026)

8th Annual Conference - 2027 - REGISTRATION (Thursday, May 06, 2027)

Professional Fiduciary Academy

Thursday, May 6, 2027 | 10:00 a.m. – 5:00 p.m.

Welcome Reception – Academy & Conference AttendeesThursday, May 6, 2027 | 5:00 p.m. – 7:00 p.m.

Florida Fiduciary Conference

Friday, May 7, 2027, 7:30 a.m. - 3:15 p.m.

Feather Sound Country Club

2201 Feather Sound Drive, Clearwater, FL 33762

Presented by:

********************

Interested in SPONSORING the Conference?

CLICK HERE FOR MORE INFORMATION!

8th Annual Conference - 2027 - SPONSORSHIP (Thursday, May 06, 2027)

Become a Sponsor

Partner With Us to Support Excellence in Fiduciary Practice

Why Sponsor?

2027 Sponsorship Levels & Benefits

Presenting Sponsor — $5,000 — SOLD

Academy & Reception or Conference Sponsor — $4,000

Session Sponsor — $3,000

Breakfast or Lunch Sponsor — $2,000

Charging Station Sponsor — $1,500

Exhibitor Table — $750

Friend of the Council — $500

FREE - Members
(Click HERE for more information on Membership)

Welcome Reception – Academy & Conference Attendees
Thursday, May 6, 2027 | 5:00 p.m. – 7:00 p.m.