‘Domicile Day’ Seminar Explores Florida Residency, Estate Planning

provided to The Santiva Chronicle

The Sanibel Captiva Trust Company continues its series on Florida residency, domicile status and estate planning with a seminar on Thursday, Oct. 17. The “Domicile Day” seminar will take place simultaneously at the firm’s offices located at 2450 Periwinkle Way on Sanibel and 13525 Bell Tower Drive in Fort Myers, beginning promptly at 11 a.m.

This informative session, which explains how to establish Florida residency, domicile status and corresponding estate planning, will begin with a presentation and Q&A session led by Trust Company team members alongside guest presenter and local estate planning attorney, David M. Platt, P.A. attorney at law.

Part-time and seasonal residents who spend more time in Southwest Florida often ask the firm’s professionals about their residency status, including questions about steps to protect their assets and how to maintain their domicile after being displaced by a hurricane.

“Florida residency is not the same as Florida domicile,” said Jeff Muddell, MBA, CFP®, Sanibel president for The Sanibel Captiva Trust Company. “Many new Florida homeowners don’t realize this important difference, but it’s extremely important that they do, especially when it comes to taxes, estate planning and the laws that govern them. We highly encourage anyone new to the state or planning to move here, to attend a domicile session to learn more.”

The Domicile Day seminar will be held from 11 a.m. to noon on Thursday, Oct. 17 at the Trust Company’s Sanibel office, 2450 Periwinkle Way. The session will also be simulcast at the Trust Company’s office in Fort Myers at 13525 Bell Tower Drive.

Seating is limited at both locations and registration is required. $2 million in investable assets and higher. To register, contact Frances Steger at fsteger@sancaptrustco.com or 239-472-8300.

The Sanibel Captiva Trust Company is also offering personalized, confidential consultations about Florida residency status, estate planning or wealth management needs.

About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $4.5 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. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. SanCapTrustCo.com.