Handling the Estate as a Trustee or Out-of State Heir
Handling the Estate as a Trustee or Out-of State Heir
Time: 8:00am - 10:00am
Location: Hilton Garden Inn
55 Town Center Blvd, Palm Coast, FL
Handling the Estate as a Trustee or out-of state heir. This will be helpful for corporate Trustees and families who are struggling to complete their estate plan with no local relatives. Panel discussion — Estate Sale Mishaps, Importance of Staging when selling home, Valuing Estate Items and why professionals (CPA, attorney) should be involved.
The panel will be comprised of Kathy Clark (Staging), Evelyn Andres (Estate Sales), Bill Navarra (Real Estate), Michael Olivari (Attorney), and Wes Dunn (Moderator)
Cost: $20.00 payable at the door. Guests are always Welcome! You need not be a Member.
Reservations: If you have any questions, please feel free to contact us at rsvpnow@epcfuncoast.com or call Jane Eddy at 386-453-5934
Please note that persons making reservations and not canceling by noon, Tuesday March 15, 2016, will be invoiced by the EPCFC for the program cost.
New Meeting Opportunities:
February's Door Prize Sponsor was Johnny Svajko and his door prize went to Bruce VanDeusen. It was a gift certificate for a local restaurant.
February's Meeting Sponsor was Donna Higbee who is also president of our Estate Planning Council. She is a Certified Financial Planner with Merrill Lynch Wealth Management in Deland and has been in the financial business for over 20 years.Her focus is on developing tailored strategies to help pursue short- and long-term goals for a select group of high-net-worth individuals, their families and their businesses.
Donna works closely with clients’ other trusted advisers using a collaborative, consultative and committed to excellence approach. Donna graduated from Stetson University.
Call Donna if you would like to know more about how she may assist your clients and your business.
386-943-9358.
March’s Meeting Sponsor will be Jane Eddy
March's Door Prize Sponsor - Still Open Call Jane to Grab!
Sponsorship's are available to members on a first come first serve basis for each of our monthly meetings(not including co-sponsored meetings). Please let Jane Eddy know if you would like to sponsor a meeting. 386-453-5934
