Tuesday, April 2, 2019 from 8:30 AM to 11:00 AM EDT
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Michael's on the Bay
Marie Selby Botanical Gardens
900 South Palm Avenue
Sarasota, FL 34236

Driving Directions


Katelyn Pforzheimer
Williams Parker
(941) 366-4800

In Florida, when creating a will, a personal representative is nominated to manage or settle an estate. In some states, this role is called an executor. When creating a trust, a trustee is nominated to manage the trust. Both a personal representative and a trustee are considered a fiduciary–a person who maintains a relationship of trust with one or more parties and is held to the highest standard under Florida law. A fiduciary has many responsibilities, including a legal obligation to act in a trustworthy and honest manner on behalf of, and in the best interest of, the party or parties represented, setting aside any personal motivations. Fiduciaries can include family members, attorneys, professional advisors, trust companies, banks, investment managers, guardians, or anyone trusted with such responsibility. 

Join our fiduciary services team to learn about the roles, responsibilities, and risks of serving as a fiduciary and of evaluating the selection of a fiduciary for your estate plan.


  • Why you need an estate plan and when to review and update your plan
  • Fiduciary duties and responsibilities
  • Fiduciary accounting and tax matters
  • Probate and trust administration challenges and potential risks
Admission is complimentary and breakfast is provided; however, space is limited.
Please RSVP to reserve a space.