It is Michael Sneeringer’s last meeting as Chair. I hope you will be inclined to join us at 8:30am on Thursday, May 29, 2025.

You can also appear by Zoom.

Here are the coordinates:

Zoom Link

https://us06web.zoom.us/j/85625227491?pwd=vCrTEhOsPHyEKlu8aYDk8dbb6aYuCx.1

Zoom Meeting ID: 856 2522 7491
Zoom Passcode: 255365

Here are the highlights of the Agenda:

Daniel Tullidge is going to summarize the Committee’s recent CLE, titled “Death, Taxes, and Asset Protection Planning: Because 'Hide It Under Your Mattress' Isn't a Legal Strategy”.

Justin K. Larson has been the Committee’s charging order guru for about a year now. He is back with the Driscoll case for discussion.

Larissa Jean “Laury” Owens has the Committee Chair’s vote for most interesting topic. The Unauthorized Practice of Law, asset protection, what could go wrong?

Rachel Albritton Lunsford brought to the Committee’s attention the Hubbard v. Commissioner of Internal Revenue case. Come to the meeting to find out what it is about . . .

Tara Rao Bild will discuss In the matter of the CES 2007 Trust. This is a case that has garnered some recent commentary. You might read the Leimberg piece, if you are a subscriber, ahead of the meeting.

See you soon!

Michael A. Sneeringer, Bonita Springs - Chair