Stetson's Estate Planning Symposium

Stetson's Estate Planning Symposium

Stetson University’s Estate Planning Symposium is a FREE in-person event for Attorneys, Certified Financial Planners, Accountants and Trust Officers.

The Florida Bar has approved 5 CLE Credits: 3.0 credits of general, 1.0 ethics credit and 1.0 professionalism credit, and 3.0 Certification Credits for Wills, Trusts and Estates for this event.

Featured Speakers: Peggy Hoyt (Hoyt & Bryan) and Michael Dibrin (Harper Meyer).

Register Now to reserve your seat and continuing education credits today!

Only 145 seats available.

 

Agenda

Doors Open & Registration8:00 a.m. - 8:45 a.m.
Opening Remarks8:45 a.m. - 8:59 a.m.
Legislative Update: Estate Planning in 2023 9:00 a.m. - 10:30 a.m.
  • What's New in Estate Planning?
  • What's New in Elder Law?
  • What's New in Special Needs Planning?
  • What's New for Taxes?
  • What's New in Probate?
  • What's New for Pet Planning?
Break8:45 a.m. - 8:59 a.m.
Do's and Don'ts - That Really Happen?10:45 a.m. - 11:45 a.m.

Excerpts from the published works of Peggy R. Hoyt

  • Tips for Married Couples and Singles
  • Tips for Parents and Seniors
  • Tips for Pet Lovers and Business Owners
Questions & Answers 11:45 a.m. - 12:15 p.m.
Lunch12:15 p.m. - 1:00 p.m.
Stetson In The News 1:00 p.m. - 1:30 p.m.

Updates from Stetson on how Planned Gifts truly make a difference.

Ethics Issues Facing Trusts & Estates Practitioners1:30 p.m. - 2:30 p.m.
  • Competence in Florida estate planning matters
  • Joint estate planning representation
  • Inter vivos
  • Hot buttons after death
Break2:30 p.m. - 2:45 p.m.
Professionalism - Avoiding Entanglement in a Grievance2:45 p.m. - 3:45 p.m
  • Beyond client advocate, you are a public citizen
  • Maintaining civility in the legal profession
  • Assessing conflicts with clients, the legal system, and your interests 
  • Bad Behavior/Bad Consequences
Questions & Answers 3:45 p.m. - 4:00 p.m.

Speakers

PEGGY HOYT

Peggy R. Hoyt

Peggy R. Hoyt, founding partner of Hoyt & Bryan, LLC., is a Board Certified Specialist in Wills, Trusts, and Estates and in Elder Law, Past Chair for the General Practice, Solo and Small Firm Section, and Past Chair of the Animal Law Section of The Florida Bar. She has extensive experience and expertise in family wealth and legacy counseling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, and animal law.

Peggy is the author and co-author of several books on estate planning, including Special People, Special Planning - Creating a Safe Legal Haven for Families with Special Needs; Straight Talk! About Estate Planning; What’s the Deal With...Estate Planning, What’s the Deal With...Estate Administration, and 101 Ways to F$$K Up Your Estate, among others. She has been featured on CNN Financial News, the Wall Street Journal, and the Orlando Sentinel for her work in pet planning.

MICHAEL DRIBIN

Gregory W. Coleman

Michael A. Dribin, partner at Harper Meyer Perez Hagen Albert Dribin & DeLuca LLP, is a board certified specialist in wills, trusts and estates, fellow of the American College of Trust and Estate Counsel (member, Fiduciary Litigation Committee), and past chair of the Real Property, Probate and Trust Law Section of The Florida Bar. 

He is an estate planning advisor at the University of Miami Master’s in Estate Planning program, past president of the Estate Planning Council of Miami, and a dean on the Florida Fellows Institute of the American College of Trust and Estate Counsel. 

Michael is a frequent lecturer on areas of probate, trust and guardianship laws, related areas of litigation, and estate planning.

He currently sits on The Florida Bar Professional Ethics Committee.

 

Venue

Lynn Business Center

Room 108 (Rinker Auditorium)

345 N Woodland Blvd DeLand FL 32723
Get Directions
Lynn business center building