Miami partner Patrick Lannon will be a featured guest speaker at the Martin County Estate Planning Council’s annual Tax and Estate Planning Seminar on May 19, 2023.

The seminar is being held at the Charles and Rae Kane Center and will feature several speakers discussing topics ranging from charitable planning techniques to dynasty trust planning. At the seminar, Patrick will present on the topic, “Asset Protection Overview – strategies for maximizing Florida’s statutory exemptions.”

The Martin County Estate Planning Council is a professional organization dedicated to providing educational opportunities and fostering connections between members of the community who serve clients in the areas of tax planning, financial planning and insurance, estate and trust matters and philanthropy. Their members include attorneys, accountants, financial planners, insurance advisors, trust administrators and planned giving professionals.

For more information click here.

 

About Patrick Lannon

Patrick J. Lannon is a partner with the Miami office of Shutts & Bowen LLP, where he is a member of the Private Client Services Practice Group. Patrick is Florida Bar Board Certified in Wills, Trusts and Estates.

Patrick represents high-net-worth individuals both domestic and international with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated business succession, income, and estate tax planning strategies.