The 28th Annual Attorney/Trust Officer Liaison Conference is a premier event organized by the Liaison with Corporate Fiduciaries Committee of The Florida Bar Real Property, Probate and Trust Law Section, in cooperation with members of the Trust Division of the Florida Bankers Association. Held from June 18 to June 21, 2009, at The Breakers in Palm Beach, Florida, the conference aimed to strengthen the collaboration between attorneys and fiduciaries through a blend of educational sessions and social engagements.

The conference featured a diverse array of sessions covering critical topics such as estate planning, trust administration, and recent developments in probate law. Attendees engaged in in-depth discussions led by experts in the field, providing valuable insights into complex legal matters. The event also included social functions designed to foster networking and relationship-building among professionals.

While specific details about notable speakers and exhibitors are not available, the conference was known for its high-quality presentations and interactive sessions. Participants had opportunities to engage with peers, share experiences, and discuss best practices in the realm of estate planning and trust administration.

This conference was ideal for attorneys, trust officers, and other professionals involved in estate planning and fiduciary services. Attendees gained up-to-date knowledge on legal developments, enhanced their professional skills, and built connections that could lead to collaborative opportunities in their practices.

Speakers(8)

Gwynne A. Young

Conference Co-Vice-Chair at Carlton Fields, P.A.

Gwynne A. Young serves as the Conference Co-Vice-Chair and is associated with Carlton Fields, P.A. in Tampa.

Jeffrey A. Baskies

Speaker at Katz Baskies LLC

Jeffrey A. Baskies is a speaker at the conference, representing Katz Baskies LLC in Boca Raton.

Jerome L. Wolf

Speaker at Duane Morris LLP

Jerome L. Wolf is a speaker at the conference, representing Duane Morris LLP in Boca Raton.

Joan K. Crain

Fiduciary Chair at BNY Mellon Wealth Management

Joan K. Crain serves as the Fiduciary Chair for the conference and is a Senior Director at BNY Mellon Wealth Management.

Marguerite H. Griffin

Speaker at Northern Trust

Marguerite H. Griffin is a speaker from Northern Trust in Chicago.

Mark T. Middlebrook

Speaker Coordinator at Mark T. Middlebrook

Mark T. Middlebrook is the Speaker Coordinator for the conference, based in Clearwater.

Robin J. King

Conference Co-Vice-Chair at GrayRobinson P.A.

Robin J. King is the Conference Co-Vice-Chair and a member of GrayRobinson P.A. in Fort Lauderdale.

Seth A. Marmor

Conference Chair at Shapiro, Blasi, Wasserman & Gora, P.A.

Seth A. Marmor is the Conference Chair for the 28th Annual Attorney/Trust Officer Liaison Conference, representing Shapiro, Blasi, Wasserman & Gora, P.A.

Event Details

Date
June 18-21, 2009
4 days
Location
🇺🇸 Palm Beach, United States
The Breakers Palm Beach
Pricing
Pricing details not available
Audience
Attorneys, trust officers, estate planners, fiduciary professionals
CLE Credits
CLE accreditation pending
Attendees
Expected to be in the hundreds, based on previous conferences