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Group1The Tampa Bay Estate Planning Council, Inc. is an interdisciplinary organization for professionals involved in estate planning.  As an affiliate of the National Association of Estate Planners & Councils, we are focused on establishing and monitoring the highest professional and educational standards as well as increasing public awareness of the importance of estate planning.
Council's Annual Meeting Scheduled for March 19.
All council members are invited to participate in the Annual Meeting to be held at the Tampa Club on March 19.  Review proposed Slate of Officers and Directors for 2008-2009.
Upcoming Council Events
Apr. 16, 2008 - Elder Law Issues with Professor Rebecca Morgan of Stetson University College of Law.  Learn more.
May 21, 2008 - Join us for our final meeting of the program year with Laura K. Sundberg of Akermann Senterfitt.  Learn more.
Recent Council Events
Mar. 19, 2008 - Avoiding Estate Planning Mistakes with Lawrence Brody, JD
of Bryan Cave, LLP.
Learn more.

Feb. 20, 2008 -
Tax Talk with Chief Counsel Internal Revenue Service Donald L. Korb.  Learn more.

Jan. 16, 2008 - The State of the Family Office with Thomas Livergood, MBA, CFP®.
Learn more.


Nov. 30, 2007 - Annual Holiday Social at Palma Ceia Country Club.  Learn more.

Nov. 14, 2007 -- American Legacies with David Baxter of Age Wave.  Learn more.

Oct. 17, 2007 - Hot Topics in Estate Planning with Lauren Y. Detzel, JD.  Learn more.

Sept. 19, 2007 -
Looking for the Exits:  A Fiduciary's Sell Strategy Under the Prudent Investor Act with John J. Pankauski, JD,LLM.  Learn More.

Tampa Bay Estate Planning Council, Inc.
12157 W Linebaugh Ave PMB 312
Tampa, FL  33626-1732
(813) 855-1017 (voice)
(813) 830-6113 (fax)
info@tbepc.org (email)
Christine Brown, Council Executive

 

Thanks to Our
Resource Partners

Gregory Sharer & Stuart

Holland & Knight

M&I Wealth Management

Northern Trust

Raymond James Trust

Regions

Shumaker Loop & Kendrick

Thomas Financial

U.S. Trust Bank of America Private Wealth Management