• Friday, May 24, 2024


Probate & Trust

IRA, Insurance & Employee Benefits

The IRA, Insurance & Employee Benefits Committee studies recent developments concerning IRAs, life insurance, retirement accounts and other employee benefits, particularly as they relate to estate planning.  A primary focus of the committee is to educate practitioners through CLE presentations and authorship of relevant articles.  Committee members also draft and recommend statutory revisions for approval by the RPPTL Section and thereafter the Florida Legislature in appropriate circumstances.

We are Looking for a Sponsor of This Committee. 


THURSDAY February 22, 2024 - 11:00 AM - 12:00 PM -  RITZ-CARLTON GRANDE LAKES, ORLANDO, FL.
If you would like to join the committee, please contact one of the committee chairs. 

Although we have a prepared Agenda, we always appreciate input from committee members and guests.  Please come prepared to discuss any questions or problems you have encountered in the areas of IRA, Insurance or Employee Benefits, if time permits. If you are interested in becoming a committee member, please contact any of the Chairs.  We look forward to seeing you there.

Charles ("Chad") W. Callahan, Chair

Rebecca C. Bell and Rachel N. Barlow, Co-Vice Chairs