ESTATE PLANNING COUNCIL OF BROWARD COUNTY, INC.

Using Mandatory Arbitration Clauses to “Privatize” Probate and Trust Litigation

Speaker:  Juan C. Antúnez, Esq.

Stokes McMillan Antúnez P.A.

We aren’t doing our jobs as estate planners if we don’t anticipate — and plan accordingly for — the structural limitations inherent to an overworked and underfunded state court system. One important aspect of that kind of planning should be “privatizing” the dispute resolution process to the maximum extent possible by including mandatory arbitration clauses in all our wills and trusts. This presentation will tell estate planners what they need to know about Florida’s express statutory authorization of such clauses in wills and trusts, and the practical issues planners and their clients should consider when evaluating the costs and benefits of arbitration in this context.

This presentation has applied for 1 hour of continuing education credit for the following disciplines:

CLE (legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

Special Offer - Reduced Guest Fee!

Any Member bringing a guest to this meeting will be entered

into a drawing for a $100 Gift Certificate!

This Meeting is Sponsored by: