Founded by the Southwest Florida Estate Planning Council, we believe in empowering Professional Advisors who help donors make lasting charitable impact.
One way the Community Foundation of Sarasota County recognizes the efforts of area professional advisors (PAs) is by hosting our annual Distinguished Speaker Series, a signature series of educational lectures provided to our community’s PAs, enabling them to earn advanced education credits. These programs are lead by our Community Foundation in partnership with Manatee Community Foundation and the Lakewood Ranch Community Fund, with generous sponsorship by area banks.
2019 - 2020 Schedule:
- September 11, 2019
Speaker – Marvin E. Blum, Attorney with The Blum Firm, P.C.
Topic: “A “FAST” Solution to Legacy Planning: The Family Advancement Sustainability Trust"
- November 12, 2019
Speaker – Dr. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law
Topic: “Cyber Estate Planning and Administration"
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This presentation will focus on the developing area of "digital assets," electronic records ranging from e-mail accounts to banking, investment, and shopping accounts, domain names, social networking sites, online games, and cryptocurrency. Prof. Beyer will offer guidance on the utility of comprehensive planning for digital assets and will discuss issues that affect this set of assets, offer estate planning options, analyze existing laws, and explore current and future trends in this area. In addition, he will include detailed coverage of the Revised Uniform Fiduciary Access to Digital Assets Act which took effect in Florida on July 1, 2016.
- January 21, 2020
Speaker – Alan S. Gassman with Gassman, Crotty & Denicolo, P.A.
Topic: “Creditor and Trust Planning Strategies You May Not Know About”