MISSION: CRITICAL
Clarifying your Fiduciary Duties BEFORE Acceptance AND Executing Y our Fiduciary Marching Orders!!
Friday, August 30, 2024
9:00 a.m. - 10:00 a.m.
presented by:
Andrew B. Sasso, Esq.
Overview: The presentation focuses on key Florida statutes that guide the appointment of various fiduciaries and the execution of their responsibilities. These statutes provide the legal framework for managing estates, guardianships, and trusts. Defining the scope of appointment is crucial for fiduciaries to effectively fulfill their roles and meet legal requirements. The fiduciary appointments to be addressed during the presentation include:
1. Order Appointing Administrator Ad Litem (Fla. Stat. § 733.308),
2. Order Appointing Guardian Ad Litem (Fla. Stat. § 731.303),
3. Order Appointing Curator (Fla. Stat. § 733.501),
4. Order Appointing Special Fiduciary (Fla. Stat. § 736.0704),
5. Order Appointing Limited Guardian (Fla. Stat. § 744.345),
6. Order Appointing Limited Voluntary Guardian (Fla. Stat. § 744.341), and
7. Nonjudicial Settlement Agreement (Fla. Stat. § 736.0111).
Key Takeaways:
- Understanding these statutes and the scope of appointment guides fiduciaries in executing their duties effectively and in complying with Florida law.
- Each type of fiduciary appointment has distinct responsibilities and purposes, tailored to address specific needs within estate, guardianship, and trust administration.
Don’t miss one of the Florida’s renowned speakers on fiduciary issues: Andrew B. Sasso!!!
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Friday - August 30, 2024
9:00 a.m. - 10:00 a.m. - VIRTUAL
$50.00 - Non-Members
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Applied for CEU, CLE, and CTFA
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SPEAKER BIO:
Andrew Blaise Sasso, Esquire Macfarlane Ferguson & McMullen
Andrew Blaise 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 and Chair of its Professionalism and Ethics Committee.
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® 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.
