Heckerling Update
WELCOME BACK - IN PERSON!
And what better way to re-convene than to hear Kevin Kyle share the latest tidbitsfrom this year's Heckerling Institute.
NEW MEETING VENUE
Heritage Palms Golf & Country Club, 10420 Washingtonia Palm Way, Fort Myers, 33966
The deadline for reservations is Friday, October 15, Noon.
The website will not accept reservations after that.
Health & Safety: Masks are required inside the building. Tables of 6 will allow some social distancing.
Reservations: Note that your reservation is not complete until you see ""Event RSVP" and the "Thank You" for your reservation. Meal selection: Choose one of the three menu items. Members then select "pre-paid." Guests ($35) and individuals studying for Council-recognized designations/exams (CFP, CLU/ChFC, CPA, CTFA or the Bar) ($25) - then select either "pay at the door" or "credit card or PayPal". Beverages: tea, coffee & soft drinks are included upon request at lunch; credit card bar available.
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 at www.epclc.org/members/application.
Cancellations: If you cannot attend after reserving, please notify the Secretary as soon as possible by email (EstatePlanningLee@gmail.com) or by phone (239.433.4662). (This will be helpful to the Club; and may save the Council money even if your cancellation is on the day of the meeting.)
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Our Speaker: Kevin A. Kyle, J.D., LL.M., Esq., of Green, Schoenfeld & Kyle, LLP, focuses on international and domestic tax advice and business transactions, international and domestic trusts, and estate planning and probate. He is board certified by The Florida Bar as an expert in wills, trusts and estates and tax law. Mr. Kyle is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell®, the highest recognition possible in the legal industry, for his professionalism and ethics.
