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Category: Events

Sarasota County Bar Association’s Estate Planning and Probate Section Luncheon

November 26, 2018 Events

Andrew presented at the Sarasota County Bar Association’s “Estate Planning and Probate Section Luncheon” on November 26, 2018. His presentation focused on the use of various estate planning and asset protection vehicles to minimize creditor exposure in cases of marriage and/or divorce.  The presentation covered nuptial agreements; uses of DSUE portability…

Passing the Torch

October 18, 2018 Events

Andrew Comiter joined his fellow colleagues as a panelist for the event, “Passing the Torch,” hosted by UBS Pursuit Wealth Management. The panel spoke to business owners about the psychological aspects of transitioning a business through future generations and to help them understand how to navigate through such a challenging…

Trusts The Ultimate Guide

June 20, 2018 Events

Andrew Comiter spoke at the National Business Institute seminar, “Trusts: The Ultimate Guide,” in Fort Lauderdale on June 20th. His presentations focused on the various aspects of a trust, including who the key parties are, terms, and legal concepts, as well as the difference between revocable and irrevocable.

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