provided to The Santiva Chronicle
The Sanibel Captiva Trust Company continues its monthly series on Florida residency, domicile status and estate planning with a seminar on Thursday, April 18. The “Domicile Day” seminar will take place at both the firm’s offices located at 2450 Periwinkle Way on Sanibel and at 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 and local estate planning attorney, Janet Strickland of the Law Office of Janet M. Strickland, PA.
Part-time or 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 Florida domicile,” said Jeff Muddell, MBA, CFP®, Sanibel president for The Sanibel Captiva Trust Company. “Many new Florida homeowners don’t realize that and it’s extremely important that they do when it comes to estate planning and the laws that govern it. We highly encourage anyone new to the state or planning to move here attend a domicile session to learn more.”
The next two monthly sessions are set for May 16 and June 20.
This month the program will be simulcast at the Fort Myers office. Seating is limited at both locations, and reservations are 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.
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