CONFERENCE AGENDA

Second Annual (Virtual) Florida Fiduciary Conference

Friday, February 19, 2021

9 a.m. – 5 p.m.

-AND-

VIRTUAL HAPPY HOUR

“What is it worth?” – Ask the Kennedy Brothers!

Thursday, February 18, 2021

6-7 p.m.

Who should attend:

  • Professional Fiduciaries, Attorneys, CPAs, Trust Officers, Professional Guardians, Money Managers, and other professionals serving or wanting to serve in fiduciary capacities for their clients
  • Individuals interested in starting a fiduciary business and seasoned professional fiduciaries
  • Persons interested in learning the applicable laws and statutes that govern fiduciary services in Florida while acting as an agent
    under a power of attorney, trustee, personal representative, or health care surrogate

Cost for Members: $250

Cost for Non-Members: $350

9:00 – 9:20
Welcome and Opening Remarks

Laird A. Lile, Esq., Founding Board Member and Underwriter

Darby Jones, Executive Director

 

9:20 – 10:10
End of Life: Avoid Surprises… Examination of Important Planning Tips

Ethical issues in decision making, duties and responsibilities of a Health Care Surrogate, Trustee, or Guardian of the Person. DNRs, DNHs, 5 wishes, pre-paid funeral contracts, funeral accounts, and account titling pitfalls.

Presenter: Nicklaus J. Curley, Esq.  

 

10:10 – 11:00
Ethical Hot Spots Panel for Fiduciaries

The role of the fiduciary in: avoiding conflicts of interest, fiduciary duty, will and trust disputes, contested guardianships, and communications.  Examination of the new exploitation statute.

Moderator: Elizabeth M. Hughes, Esq.

Panelists: Tattiana B. Stahl, Esq., Brandon D. Bellew, Esq. and Steven E. Hitchcock, Esq.

 

11:00 – 11:45
LUNCH ON YOUR OWN (BREAK)

 

11:45 – 12:45
KEYNOTE SPEAKER: What If Granny Wants to Gamble? Balancing Vulnerability and Autonomy in the Golden Years

The nest eggs of America’s elders are in the crosshairs of scammers and fraudsters who target elders (particularly women) due to the frailties and vulnerabilities that often accompany aging. This session will explore the challenges that advisors and lawmakers face in protecting these potential victims without unnecessarily trampling on their right to self-determination.

National Keynote Speaker: Mary F. Radford, Esq.

 

12:45 – 1:35
Dissection of a Trust

A panel discussion of trust basics (and beyond) for the individual fiduciary.  The panel will discuss; (i) different types of trusts; (ii) preliminary matters to be dealt with when accepting a trusteeship, including initial notices, marshaling assets, taxes, and creditor claims; (iii) financial responsibilities such as investments, accountings, and distribution of assets; and (iv) litigation issues, trustee liability, and compensation.

Panelists: Angela M. Adams, Esq., Michael A. Dribin, Esq., Sandra Fascell Diamond, Esq.

 

1:35 – 2:25
Dissection of a Last Will and Testament and a Power of Attorney

Examination of fiduciary duties in each document, drafting mistakes to look for, statutory duties to consider, compensation of agents, and more.

Presenter: Jeffrey A. Baskies, Esq.

 

2:25 – 2:50
BREAKOUT ROOMS WITH HOSTS

Breakout Room #1 – Hosts: Sandra Fascell Diamond, Esq., Benjamin F. Diamond, Esq., Angela M. Adams, Esq., Michael A. Dribin, Esq.

The Documents! Q & A about specific issues in estate planning documents and a discussion of specific examples, tips, and recommendations.

Sponsored by: The Diamond Law Firm, P.A.

 

Breakout Room #2 – Hosts: Nicklaus J. Curley, Esq., Stacy B. Rubel, Esq. and Chante’ Jones, Executive Director of the Office of Public and Professional Guardians 

Ethics, the Law, Legislation: How to “not” end up in court, how to protect yourself as a fiduciary, Q & A, tips, examples, and recommendations.

Sponsored by: Elder Law Section of The Florida Bar

 

2:50 – 3:40
Dissection of a Health Care Directive

What are the fiduciary duties and responsibilities of a Health Care Surrogate? How to deal with conflict between Surrogate and agent under Power of Attorney? Who should serve? Issues with hospitals and facilities when the client is influenced to verbally alter wishes.

Presenter: Hung V. Nguyen, Esq.

 

3:40 – 4:30
Legislative Outlook and Case Law Highlights for Florida Fiduciaries

Recent developments and a look ahead: DNRs, compensation, professional licensing, and more. Important cases and fact patterns to watch out for. Lessons learned and mistakes to avoid.

Presenter: Stacy B. Rubel, Esq.

 

4:30 – 4:45
Closing remarks, what is next, contests/giveaways!

Professional Fiduciary Council of Florida
3637 4th St. N., #270
St. Petersburg, Florida 33704
727.350.4049

Questions? Contact Darby Jones at DarbyJones@ProfessionalFiduciaryCouncil.org