Sanibel Captiva Trust Co. Opens 2022 Speaker Series Jan. 12

provided to The Santiva Chronicle

The Sanibel Captiva Trust Company will open its five-part Speaker Series on Wednesday, Jan. 12 with Dr. Susan O. Cassidy of CriticalMD presenting “Advanced Medical Planning – Stay in the Driver’s Seat.” All programs will run from 10 to 11:30 a.m. at the Sanibel Community House, 2173 Periwinkle Way.

“Personal medical planning is very important, as it provides a road map for ‘in-the-moment’ decisions when you are unable to make them,” said Jeffrey A. Muddell, Office President and Wealth Services Advisor at The Trust Company. “It ensures you have the kind of care and living situation you desire when you can no longer make the choice on your own.”

Learn how to protect yourself and your intended heirs from financial and estate planning abuse in the second program “Hijacking Your Inheritance” being presented Tuesday, Feb. 1 by Jamie B. Schwinghamer, Probate Trust and Guardianship Litigation, Roetzel & Andress, and T. John Costello, Jr., J.D., Fiduciary Services at The Trust Company.

The series continues Friday, Feb. 25 with “Community Property Trusts,” which will cover Florida’s new community property law that may allow couples who own property and are domiciled in Florida a serious tax advantage. This is a “don’t miss” informative presentation by Peter Knize, J.D., LL.M, Fiduciary Services, The Trust Company.

Remaining programs include “Green Energy’s Day in the Sun” on Tuesday, March 15 with Timothy Vick, Director of Research, The Naples Trust Company; and “Seven Deadly Financial Sins” on Tuesday, April 5 with The Sanibel Captiva Trust Company’s Wealth Services Team.

“We are delighted to bring back our Speaker Series, which is designed to bring relevant and trending information to our clients and community,” said Steven V. Greenstein, Executive Vice President and Wealth Services Advisor at the Trust Company. “We invite you to join us.”

A continental breakfast will be served starting at 9:30 a.m. Covid-safe practices and spacing will be in effect.

Reservations are required for these complimentary programs. Available for attendees with
$2 million in investable assets and higher. RSVP to Frances Steger at or call 239.472.8300.

The Sanibel Captiva Trust Company is an independent trust company with more than $3.5 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. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Naples, Marco Island, Tampa, Belleair Bluffs-Clearwater and Tarpon Springs.

Not FDIC Insured. Investing involves risk and is not guaranteed.

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