THE SHEPPARD LAW FIRM LEARNING CENTER
Our new Learning Center is now open to our Client Care Members, their friends and their families.
Join us at the Learning Center for Client Care workshops, classes, and other live events!
Sheppard Law Firm Learning Center
1567 Hayley Ln Ste. 205
Fort Myers, FL 33907
10:00AM ET Tuesday, March 04 2025
WHAT HAPPENS NEXT?
The Transitional Event Sequence
CLIENT CARE WORKSHOP
ATTEND IN PERSON OR VIRTUALLY!
ABOUT THIS EVENT
Most families focus on creating an estate plan—but what happens when it’s actually time to use it? When incapacity strikes, who steps in? What do they need to know? Make sure your estate plan works when it matters most. Join us to prepare your family for a smooth transition.
In this important workshop, we’ll discuss:
✅ Who determines incapacity and what legal steps follow
✅ The role and responsibilities of a successor trustee
✅ Common mistakes that create stress, delays, and legal issues
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WHAT HAPPENS NEXT:
THE TRANSITIONAL EVENT SEQUENCE
Your estate plan is in place—but does the person named as your trustee and/or as your agent under your durable power of attorney truly understand their role if and when you should become incapacitated and unable to conduct your own legal or financial affairs? A well-structured plan only works if those tasked with carrying it out know what to do and when to act.
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VIEW PREVIOUS SESSIONS:
WHAT YOUR LOVED ONES NEED TO KNOW About Your estate plan
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Many are reluctant, or even uncomfortable to speak to their loved ones about their estate plan.
In this valuable workshop we review important and relevant talking points.
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Download Our Session Recording
Eliminate Capital Gains: Community Property Trusts
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Learn about a Florida law designed to achieve a full step-up in tax cost basis for married couples at the passing of the first spouse: eliminating capital gains.
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Download Our Session Recording
BENEFICIARY INCOME
TAX PLANNING
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Learn how state income tax affects the inheritance you leave your beneficiaries, and what planning
might be accomplished to minimize those taxes.