Attorney/Trust Officer Liaison Conference

The Committee’s task is to plan, organize and undertake all necessary and appropriate activities associated with the annual Attorney Trust Officer Liaison Conference,including arranging for communications with participants, selecting speakers, arranging social functions at the Conference, obtaining sponsors and exhibitors, and ensuring that the conference provides both outstanding educational and social opportunities and fosters a positive and productive relationship between attorneys and fiduciaries.

If you are interested in becoming a Committee member, please contact the Chair.

45th ANNUAL ATO CONFERENCE

Date: Thursday July 29, 2027 – Saturday July 31, 2027 at The Breakers Hotel, Palm Beach, Florida

Want to be a sponsor for this event? Email Gail Fagan or Yoshi Smith or Eamonn Gunther at gail-fagan@att.net or ysmith@bellersmith.com or eamonn@egestate.law

Steering Committees:
Special thanks to these individuals for their dedicated service to the conference.

Eamonn W. Gunther, Co-Chair, eamonn@egestate.law
Yoshimi O. Smith, Co-Chair, ysmith@bellersmith.com
Stacey L. Cole, Co-Vice Chair, scole@havenprivate.com
Gail Fagan, Co-Vice Chair, fagang@nypbt.com
Michael M. Rubenstein, Co-Vice Chair, michael.m.rubenstein@gmail.com
Kim Bald, Co-Vice Chair, kab@harlleebald.com
Sara A. Harmon, Co-Vice Chair, sharmon@redgraveandrosenthal.com

Liaison
Debra Lynn Boje, Tampa
Tattiana Stahl, Boca Raton

Speaker Coordinators
Alisa Heedy, Sarasota
Diana Bauer, Jacksonville
Sara Harmon, Delray

Fiduciary Sponsors and Exhibitors
Gail Fagan, Sarasota
Stacey Cole, Winter Park
Michael Rubenstein, Naples
Vaughn Yeager, Delray Beach
David Heedy, Sarasota

Law Firm Sponsors
Kimberly Bald, Bradenton
Gentry Byrnes, St. Petersburg
Brian Trimyer, Bradenton
Rafaela Vianna, Miami
Sean Lebowitz, Boca Raton

Golf
Mark Middlebrook, North Venice
Paul Roman, Boca Raton
Andrew Thompson, Orlando

Special Projects
David Heedy, Sarasota

Continuing Education Credits
Chuck Runge, Miami Beach
Barry McKenzie, Naples
Tattiana Stahl, Boca Raton
Jennifer Rodriguez, Miami

Tech and Website
Jesse Friedman, Miami
David Heedy, Sarasota