Community Foundation for Palm Beach and Martin Counties

Lunch & Learn at Fiduciary Trust International

Date: Wednesday, March 11, 2026
Time: 12:30pm - 2:00pm
Location: Fiduciary Trust International
Speaker: Brian D. Conboy

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Due to capacity restrictions, registration for this special event is now closed.

The East Coast Estate Planning Council presents...
Lunch & Learn at Fiduciary Trust International


March 11, 2026
12:30 P.M. to 2:00 P.M.

Fiduciary Trust International
360 Rosemary Ave, Suite 1510
West Palm Beach, FL 33401

This special luncheon will feature Brian D. Conboy, Director of Estate Administration and Trust Counsel at Fiduciary Trust International, presenting "Inside the Black Box of Estate Administration and Executors' Elections". A decedent’s estate in administration presents the executor and his or her advisors with a multitude of tax options and elections, many of which are overlooked and cost families needless taxes. Estate and income tax elections are explored in general. Specific attention is given to fiscal year election and IRC §645 election, uses of alternate valuation, the benefits of filing for extensions and deferrals of payment of estate tax, and the benefits and costs of using a deduction for income vs. estate tax purposes.

ECEPC members are invited to enjoy lunch and refreshments while connecting with fellow members in an informal and engaging setting. We look forward to welcoming you for an insightful conversation and collegial exchange. Continuing education is not offered for this program. This event is exclusively for ECEPC members - no guests permitted. As space is limited, we’re asking that you RSVP only if you’re confident you can join us. We appreciate your consideration!


This special event is generously hosted by:

 

 

 

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