Heckerling Update

Date: Thursday, February 23, 2017
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: LaDonna Cody and Kevin Kyle, Esqs.

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This will be our annual "fresh off the presses" review of (a small portion of) what these folks learned at the yearly Heckerling Institute conference.  Come ready to absorb "what's new(s)."

LaDonna J. Cody practices law in the areas of estate planning, probate and trust administration. She is a graduate of Florida International University with a Bachelor of Arts Degree in International Relations, received her Degree of Juris Doctor from Nova Law Center in Ft. Lauderdale, and attended the University of Miami Master of Law of Taxation program.  Ms. Cody has appeared on the "Financial Planning Forum" television show in Tampa as the guest host, and is a contributing author to the book entitled, "Preserving Family Wealth and Peace of Mind", by Loren Dunton and Kim Ciccarelli Kantor. She is a member of the Lee County Bar Association, the Florida Bar Association, and the American Bar Association, in the Real property and Probate, and Taxation sections as well as a member of the Lee County Estate Planning Council.  A founding and senior partner of a large law firm with offices in several cities throughout Florida, Ms. Cody is currently practicing in her own law firm, LaDonna J. Cody, P.A. She has practiced law for more than 30 years. She is a seven year winner of the Gulfshore Life FIVE STAR Wealth Manager Award for best in client satisfaction and a winner of 2014 Gulfshore Life FIVE STAR Estate Planning Attorney Award.

Kevin Kyle is a partner of Green Schoenfeld & Kyle LLP.  He focuses on international and domestic tax advice and business transactions, international and domestic trusts, and estate planning and probate. Kevin is board certified by The Florida Bar as an expert in wills, trusts and estates and tax law. He has earned an AV® Preeminent™ Peer Review Rating by Martindale-Hubbell®, and is a member of The Florida Bar, the Bar of the U.S. Tax Court and the Lee County Bar Association. He previously practiced law in California and maintains membership with the State Bar of California.

 

Colleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available on the www.epclc.org website, under "About" - "Documents".

 

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