‘Domicile Day’ Seminars Explore Florida Residency, Estate Planning

provided to The Santiva Chronicle

Florida Trust Wealth Management will host its first two Florida residency, domicile status and estate planning seminars of the 2025-2026 season on Thursday, Nov. 13 and Thursday, Dec. 18.

Domicile Day seminars will be held from 1 to 2 p.m. at Florida Trust’s Sanibel office at 2450 Periwinkle Way.

These informative sessions, which explain how to establish Florida residency, domicile status and corresponding estate planning, will begin with a presentation and Q&A session led by Florida Trust team members along with guest presenter David M. Platt, P.A., a local estate planning attorney. Presenters will stay following the presentation to answer additional individual questions.

Part-time and seasonal Florida residents may visit with presenters about their residency status, protecting their assets and how to maintain their domicile status if displaced by a hurricane or other major event.

“Florida residency and domicile are not the same,” explained Jeff Muddell, MBA, CFP, president of the Sanibel office of Florida Trust Wealth Management. “Many new Florida homeowners don’t realize this critical difference, but it’s essential to understand, particularly when it comes to taxes, estate planning and applicable laws. We encourage anyone new to the state or planning to move here to attend a domicile session to learn more.”

Seating is limited and registration is required. To register, contact Frances Steger at fsteger@floridatrust.com 239-472-8300.

Florida Trust Wealth Management is also offering personalized, confidential consultations about Florida residency status, estate planning or wealth management needs.

About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with more than $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. The firm is focused on wealth management services that are absolute-return oriented, and performance driven. Originally established in 2001, the company operated under its flagship name of The Sanibel Captiva Trust Company for 25 years, including its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, St. Petersburg, Belleair Bluffs and Tarpon Springs. http://www.floridatrust.com

LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. Not FDIC Insured | No Guarantee | May Lose Value