Probate & Trust
IRA, Insurance & Employee Benefits

The purpose of the IRA, Insurance & Employee Benefits Committee is to review matters brought to the attention of our committee concerning IRAs, life insurance products, retirement accounts and other employee benefits as they relate to estate planning, and to consider drafting appropriate legislation. In addition, our committee participates in educating other lawyers through authoring articles and putting on CLE programs.

We Thank the Sponsor of This Committee: BNY Mellon
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TO: Members of the IRA, Insurance & Employee Benefits Committee

NEXT MEETING WILL BE:
Friday, June 1, 2018
10:30AM - 12:00PM
The Tradewinds Resort
St. Petersburg, Florida
Meeting Room: Sabal
 

Although we do have a prepared Agenda, we always value input from committee members and guests, as this practice area is constantly evolving. Be prepared to discuss any problems in the IRA, Insurance and Employee Benefit areas that you have encountered, if time permits. We look forward to seeing you there.

Rich Amari, Co-Chair

Howard Payne, Co-Chair

Al Stashis, Co-Vice Chair
 

Chad Callahan, Co-Vice Chair

 


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