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The Sanibel Captiva Trust Company offers seminar for Florida newcomers on Feb. 16

Four headshots of Sanibel Captiva Trust Company executives

The Sanibel Captiva Trust Company is offering a seminar with financial and law experts on the many tips for becoming a Florida resident, establishing domicile in the state as well as other estate planning tips to protect your assets and homestead. The event begins at 10 a.m. on Thursday, Feb. 16 at the community room of Green Schoenfeld & Kyle, 1380 Royal Palm Square Blvd. in Fort Myers.

The session will include topics about domicile versus residency, how domicile protects personal assets, community property trusts, how trusts play a role in your planning, how and where trusts and investments are managed for tax purposes, and how to keep your domicile if you have been displaced by the hurricane.

Speakers include:

  • Lowell Schoenfeld, board-certified wills, trusts and estates attorney at Green Schoenfeld & Kyle
  • Jennifer Hammond and Joe Cuffel, trusts and estates attorneys at Green Schoenfeld & Kyle
  • Megan Marquardt, senior vice president of Wealth Services at The Sanibel Captiva Trust Company

“Many new Florida homeowners don’t realize that Florida residency is not Florida domicile, which is critically important when it comes to your estate plan and the laws that govern it,” said Megan Marquardt, SVP, Sanibel Captiva Trust Company. “So we highly encourage anyone new to the state or planning to move here to attend a domicile session to learn more.”

Seating is limited, and reservations are required. $2 million in investible assets and higher. Contact Frances Steger at fsteger@sancaptrustco.com or call 239-472-8300.

 

About The Sanibel Captiva Trust Company

The Sanibel Captiva Trust Company is an independent trust company with $3.6 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit SanCapTrustCo.com.

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