Meeting Title:
Southern Region PFAC Meeting

Meeting Description:

The 2018-2019 Southern Region Board is excited to close its presentation series with the following two exciting, unforgettable presentations:

First Presentation:

“The Last Will of Lucy Sutton Hecckerling”

"On May 16, 1846, the Last Will of my fourth great grandfather John Sutton was admitted to record for probate by Judge William F. Crabtree in Duval County Florida. The will emancipated my fourth great grandmother Lucy Sutton and their eight children and six grandchildren." - Terry Franklin.

Speaker's Name:
Terry Franklin
Partner of Sacks, Glazier, Franklin & Lodise LLP
Trust & Estates Litigator
Harvard Law Graduate

CEU & MCLE:
Estate: 1.0

Second Presentation:

“The Ethics of Prudent Probate Investing”

Speaker's Name:

Scott MacDonald
Managing Director
Senior Financial Advisor
The Special Needs Team - Merrill Lynch

Paul Bartschi
Vice President
Senior Financial Advisor
The Special Needs Team - Merrill Lynch

CEU & MCLE:
Ethics: 1.0

 Click Here to Register

 Additional Information:
Parking Free at the Venue: Complements of the Southern Region Board
First presenter starting promptly at 12:30 PM

Meeting Price:
Member: $40
Non-Member: $55

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at the meeting?:
Yes 

Food and Menu Details:
Variety of sandwiches will be available

Agenda:

SOUTHERN REGION PFAC MEETING – MARCH 22, 2019

• 12:00 PM – 12:20 PM – REGISTRATION & LUNCH

• 12:20 PM – 12:30 PM – INTRODUCTION

• 12:30 PM –  1:30 PM –  “The Last Will of Lucy Sutton Hecckerling”

• 1:30 PM - 1: 50 PM – SPONSOR & BREAK

• 1:50 PM - 2: 15 PM – PFAC MEETING

• 2:15 PM - 3:15 PM – “The Ethics of Prudent Probate Investing”

• 3:15 PM - 3:30 PM – CLOSING REMARKS