11:15 - 12pm Registration/Lunch Networking
12:00 12:10pm Welcome and Overview
Kit Van Pelt, Esq., Chair, Clearwater Bar Probate & Real Property Section and
Victoria S. Jones, Esq., Chair, and Rachel L. Drude, Esq., Vice-Chair,
St. Petersburg Bar Probate & Guardianship Section
12:10 - 1:00pm Trusteed IRA’sRachel Oliver, Esq., Financial Advisor, Merrill Lynch
1:00 - 1:50pm Guardianship Panel ~ Michael Porter, Darby Jones, Travis Finchum
Moderated by Rachel L. Drude, Esq., L.L.M.
1:50 - 2:10pm Break
2:10 - 3:00pm Tax UpdateBrian Sparks, Esq., Hill Ward Henderson
3:00 - 3:50pm Probate & Guardianship Case Law UpdateSteven L. Hearn, Esq.
3:50 - 4:00pm Closing