Registration Closed
Top Ten Takeaways
from Heckerling 2019

Tuesday, March 12, 2019
11:45 a.m. Registration/12:00 -1:00 p.m. Program

St. Petersburg Yacht Club, Quarterdeck Room (Downstairs)

Speaker
Rachel Drude-Tomori, Esq., LL.M.
Battaglia, Ross, Dicus & McQuaid, P.A.

Rachel Drude-Tomori, LL.M. will give a broad overview of her “Top Ten Takeaways” from the 
2019 Heckerling Institute on Estate Planning, including tips for counseling clients on fiduciary
selection, dealing with difficult beneficiaries, and planning for minors. She will discuss income 
tax planning opportunities for estate planning clients in the era of increased estate tax exemption, 
as well as the effect of the 2017 Tax Act on marriage and divorce, and creative uses of 
powers of appointment in estate planning.

Presented by:  Probate & Guardianship Section/Chair Rachel L. Drude ~ Vice Chair Brooks N. Gentry

Approved for 1.0 hr. General CLE Credit
Certification: 1.0 Elder Law; 1.0 Tax Law; 1.0 Wills, Trusts and Estates

Sponsored By:

Please indicate meal selection:   □ Chicken Marsala     □ Vegetarian Lasagna REGISTRATION ~ LUNCH PROVIDED              □ $35.00 St. Pete & Clw. Bar Members/Staff              □ $50.00 Non-Members              □ $25.00 Student Members          CLICK HERE to download a registration form or register on the link above. For more information on the Probate & Guardianship Section contact Chair: Rachel Drude 727-381-2300 rdrud@brdwlaw.com or Vice-Chair Brooks N. Gentry 727-231-1080  brooks@gentryelderlaw.com. To join the section login to your online profile and choose the  Probate & Guardianship Section or contact the St. Pete Bar at 727-823-7474 info@stpetebar.com.