ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA

ANNUAL MEETING
of the
Estate Planning Council of Northeast Florida

8:00am Check In & Breakfast
8:30am - 9:00am Council Business & Installation of 2025-2026 Officers
9:00am - 12:00pm Featured Presentation by Samual A. Donaldson, JD., LLM.  

Back by popular demand, we are excited to have Samuel A. Donaldson, JD, LLM. as our main platform speaker for our Annual Meeting on May 6, 2025.  The Annual Meeting will begin with breakfast, a short business meeting and the installation of officers for the year 2025-2026.  Then Mr. Donaldson will present 
STAYING ATOP SHIFTING SANDS –        A Practitioner’s Guide to Recent Federal Tax Developments. 
This course is approved for 3 hours of continuing education for the following:

• CLE - Attorneys
• Insurance - Course Offering 133369, Course ID 1216600 (CLU)
• Trust - CTFA, CISP & CRSP
• CFP

This course has been submitted for approval for CPE continuing education for CPA's.

Members attend free, guest $75.  All RSVP's are necessary by Tuesday, April 29, 2025.