Taxes play a critical role in fiduciary administration, yet many fiduciaries and guardians find themselves navigating complex tax issues without formal training. This practical program will provide an accessible overview of key tax concepts that arise when serving as a fiduciary, helping attendees better understand their responsibilities and work more effectively with tax professionals.
Whether you are a seasoned professional fiduciary or new to the role, this "mini tax school" will provide practical knowledge and real-world guidance to help you confidently navigate the tax aspects of fiduciary service.
Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!
Tammy M. Ferrell joined Citizens Bank & Trust in 2016 and currently serves as a Sr. Trust and Wealth Advisor, working with clients throughout Polk County, Eastern Hillsborough, and beyond. Tammy’s primary focus centers on fiduciary administration, estate planning, and client wealth management, with advisory expertise in philanthropy and family governance. With over 40 years of experience, her role is to provide education, advice and assistance to individuals and families in the development and management of their wealth and legacy goals.
Prior to joining Citizens Bank & Trust, Tammy served as Vice President and Trust Advisor with The Northern Trust Company for nearly 11 years. Prior to that she worked with Salem Trust Company and NCNB (NationsBank/Bank of America) as a Relationship Manager in the Institutional Trust Department, where she worked her way through the ranks from a pension payments clerk to relationship manager/advisor.
Tammy grew up near Charleston, West Virginia, in the small town of Poca, where she enjoyed cheering for her Poca Dots and being involved with her church activities. She is a Certified Trust and Fiduciary Advisor (CTFA), and a Chartered Advisor in Philanthropy (CAP®), Accredited Trust Financial Advisor and has an A.S. Degree in Business Administration from Hillsborough Community College. She and her husband are proud parents of a Labradoodle named Winny. They enjoy living on a golf course, where they spend time playing golf with friends. She is an AWANA Sparks Leader at her church and enjoys spending time with her nieces and nephews.
Professional Designations
The Authority to Act. The Knowledge to Serve.
Developed through a partnership between the Professional Fiduciary Council of Florida and Stetson University College of Law, this two-week online program offers a comprehensive and practical overview of the powers and duties involved in serving as a Power of Attorney in Florida.
Participants will examine statutory roles, types of POAs, agent powers and limitations, and fiduciary duties. Emphasis is placed on execution requirements, “super” powers, and interpreting POA documents through real-world scenarios and legal guidance.
Benefits
LEARN MORE AND REGISTER HERE
What Participants Are Saying:
“The presenters were very knowledgeable and engaging. Thank you!”
"I truly enjoyed this course. Although I have been serving in the role of a POA for some time, I still learned new and valuable information, which I have already shared with other partners and have implemented in my work.”
Course Format:
Choose Your Path:
Public Option ($300) - Ideal for those seeking practical knowledge without an exam or credentials
Professional Option ($750) - Includes a final exam, digital badge, and certificate of completion (CLE, CEUs may be available)
The ME Committee - 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.
Planning for individuals and families with disabilities requires a specialized set of tools to ensure their unique goals are met. Special needs trusts can significantly enhance a beneficiary’s quality of life, but they involve specific drafting requirements and ongoing compliance obligations that must be carefully followed.
In this course, Jim Wolverton, J.D., Director of Fiduciary Education at True Link, will provide a clear and accessible overview of the fundamentals of special needs trusts. He will break down complex legal and practical considerations into a straightforward, easy-to-understand presentation designed for both new and experienced professionals.
During this course, participants will learn about:
Join Jim for this high-level review of these essential planning tools. Whether you are an experienced practitioner or new to special needs planning, this course offers valuable insights to help you better serve beneficiaries and their families.
Jim Wolverton is the Director of Fiduciary Education at True Link Financial. In this role, he is responsible for creating, curating, and promoting high-quality educational content to ensure fiduciaries have the knowledge and tools they need to effectively serve and protect their beneficiaries.
Jim earned his Bachelor of Arts in Journalism from Utah State University and his Juris Doctor from the University of Oregon. Prior to joining True Link, he owned and operated his own law firm and served as Director of Education at ElderCounsel and Krause Financial. These roles provided him with extensive experience educating attorneys and fiduciaries by helping them efficiently implement planning tools into their practices.
Jim is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners (ASNP), and the Colorado, Utah, and Florida Bar Associations.
Based in Denver, Jim enjoys exploring the Rocky Mountains on foot, skis, bicycle or watching the clouds roll by while lying in a hammock next to a trout filled stream.
The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.
The ME - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.
Professional Fiduciary Council of Florida PO Box 430 St. Petersburg, FL 33731 727-350-4049
