Estate Planning Council of Broward's January 2023 Dinner Event

Date: Thursday, January 19, 2023
Time: 5:30pm - 8:00pm
Location: Tower Club Fort Lauderdale, 100 SE 3rd Ave, One Financial Plaza, Regions Bank Bldg., 28th Floor, Ft. Lauderdale, FL. 33394
Speaker: Jim George, Esq., & Randy K. Otto, PhD, ABPP - Navigating the Capacity Waters



Join the Estate Planning Council of Broward, Inc., on Thursday, January 19, 2023 for the monthly dinner event. 

Cocktail hour and networking will begin at 5:30 P.M. Dinner and the presentation will immediately follow.  Your RSVP is required on or before January 15, 2023.  Guests tickets are $95 and should be paid when submitting your RSVP. 

Presenting Speakers:  Jim George, Esq., &

Randy K. Otto, PhD, ABPP 

Topic:  Navigating the Capacity Waters

Randy K. Otto, PhD, ABPP Nova Southeastern University

Dr. Otto earned masters and doctoral degrees in clinical psychology from Florida State University, after which he completed an internship at the Medical University of South Carolina and a fellowship in the College of Law and Department of Psychology at the University of Nebraska-Lincoln. Dr. Otto, a licensed psychologist, is board certified in clinical psychology and forensic psychology by the American Board of Professional Psychology. After serving as a member of the faculty at the University of South Florida for 33 years, he joined that faculty in the College of Psychology at Nova Southeastern University this past fall. Dr. Otto has conducted training for attorneys and mental health professionals on matters including, but not limited to, assessing decision making capacity, considering undue influence, and evaluation in guardianship matters. He chaired the committee that revised the American Psychological Association’s Specialty Guidelines for Forensic Psychology, he was chair of APA’s Committee on Legal Issues, and he served on the American Bar Association Task Force that revised the ABA Criminal Justice Mental Health Standards. Dr. Otto has co-authored several books, including volumes devoted to Florida mental health law, forensic psychological evaluation, expert testimony and report writing, risk assessment, and ethics. A fellow of the American Psychological Association, Dr. Otto has received awards for his contributions to forensic psychology from the American Psychology-Law Society, the American Academy of Forensic Psychology, and the New York State Psychological Association.

James R. George, Esq., Shareholder at Greenberg Traurig 

James R. George is Chair of the firm's Fiduciary Litigation Practice and a shareholder in the Fort Lauderdale office where he practices in the areas of fiduciary litigation, including litigation arising from estates, trusts and guardianships. Mr. George often serves as an expert witness and as mediator in trust and estate matters. Mr. George earned his undergraduate degree from the University of St. Michael’s College in the University of Toronto and his J.D., with Honors, from the State University of New York at Buffalo Law School.  Mr. George is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is a past chair of The Florida Bar Probate Rules Committee. Within the Real Property, Probate & Trust Law Section of The Florida Bar, Mr. George serves on its Executive Council, is Co-Vice Chair of the Probate and Trust Litigation Committee, and is a member of the Trust Law Committee, and the Guardianship and Power of Attorney Committee. Mr. George is rated AV® Preeminent™ by Martindale-Hubbell. He is listed in The Best Lawyers in America (2015-2023), South Florida Legal Guide’s Top Lawyers (2007-2017 and 2021), and Florida Super Lawyers (2007-2020).

January 2023 Diamond Presenting Sponsor

Thank you for your continued support

For information regarding the Estate Planning Council of Broward, Inc., visit:






See Upcoming Event Calendar