Announcing the Sarasota Opera Estate Planning Seminar Series!
Over the next few months, Sarasota Opera and its corporate partners, will be offering informative seminars to assist you with your estate planning. During these free, informal sessions, leading estate planning professionals will discuss current estate planning tools and answer your questions.
Please RSVP five days prior to the seminar(s) you wish to attend by contacting Kristina Rogers, Campaign Officer, at (941) 366-8450 ext. 416 or krogers@sarasotaopera.org.
Lifetime Planning
Saturday, February 20, 2010
2:00 to 3:30 pm
William G. and Marie Selby Lobby, Sarasota Opera House
Presented by: Michael M. Mariani, Managing Director, Deputy General Trust Counsel and Director of Trust and Estate Services
This seminar discusses important lifetime planning issues that lawyers should address with their clients, including: the importance of having a will, what happens if someone dies without a will, the functions of a personal representative, revocable trusts, and estate planning techniques, health care surrogate designations, living wills, powers of attorney, and other planning techniques. The discussion will also include the different types of insurance available (health, life, casualty, excess (umbrella), long term care), the importance of having this insurance, and the major problems that clients may encounter with their insurance coverage.
Your Family: Avoiding the Potential Pitfalls
Monday, February 22, 2010
2:00 to 3:30 pm
The Founder's Lounge, Sarasota Opera House
Presented by: Mike Ohlman, CFP, WMS, Senior Vice President, Tom Dailey, WMS, Financials Advisor, Trust Management Consultant, and Boyd E. Nelson III, J.D., Certified Trust Financial Advisor, Vice President, Business Development Officer, Raymond James Trust N.A.
There are many important things to know about trusts and estateplanning that will affect your family. This seminar will discuss the potential pitfalls and how to avoid them, answering the questions:
- How do you insure that your wishes will be carried out?
- Spend thrift kids, now what?
- Second marriages, how can you protect your children's interests?
- How can you plan for incapacitation?
- What are the implications for estate taxes? The use of credit shelter trusts and marital trusts.
- Naming a successor trustee; is a family member the best choice? What are you alternatives?
- What are you options for philanthropic giving?
The Family Office Model: Managing Your Wealth and Charitable Giving
Monday, March 1, 2010
2:00 to 3:30 pm
William G. and Marie Selby Lobby, Sarasota Opera House
Presented by: Paul R. Gesko, President and Treasurer and Henry Z. Urban, Jr., Vice President
The Family Office Model is an investment and trust administration business approach whose purpose is to transfer family wealth across the generations. Originally designed for the Mega-Rich, the Family Office Model operates like a business, integrating everything from investments (including venture capital, commodities and real estate development), tax and estate planning, trust administration and charitable gifting. It then disburses payments as required to family members while providing tremendous personal services that go well beyond “the norm.” In this uncertain economy and volatile market conditions at home together with unknown and dangerous world conditions, the Family Office Model offers some assurance that assets can be protected for your current and future family members.
Investing in Your Future
Monday, March 22, 2010
2:00 to 3:30 pm
William G. and Marie Selby Lobby, Sarasota Opera House
Presented by: L. Scott Merritt, Senior Vice President, Investment Director and Chris McGee, Vice President, Investment Advisor
Investing today in the extraordinary world we live in and the real changes and opportunities coming. This seminar will answer the questions, “What is important to know about today’s investment scenarios and what you can do?” and “What does an investment manager consider when making decisions and how can this help you?” Topics covered will include:
- Status of markets, domestically and around the world.
- Markets in relation to historical valuations.
- Current yield curves, both taxable and tax-fee. How have they changed in the past year and what possibility does the future hold?
- Macro and micro trends to stay abreast of.
- Emerging investment trends in the U.S. and around the world.
