provided to The Santiva Chronicle
The Sanibel Captiva Trust Company is holding an hour-long virtual program on Florida Domicile and how to obtain it for new residents. Robin L. Cook, CWS, and Jeffrey A. Muddell, MBA, Wealth Services for The Trust Company and David M. Platt, P.A. of SanCap Law will present on the important steps of obtaining Florida Domicile from 3 to 4 p.m. Tuesday, March 9 or Tuesday, April 6 via webinar.
Cook said, “We’ll explain the differences between Florida residency and Florida domicile,” said Cook. “The current real estate market confirms that many people are choosing Florida for their primary home and they should not miss out on taking advantage of everything this state has to offer.”
Attendees will learn why it matters in which state their trusts and investments are managed to obtain the tax benefits of Florida domicile. “We will go over the many important protections Florida offers in regard to personal assets that other states may not,” said Platt.
The Trust Company and SanCap Law have partnered for several years on these programs and have helped hundreds of new Sanibel-Captiva residents in the process. To reserve, contact Frances Steger at 239.472.8300 or fsteger@sancaptrustco.com to receive your link to the webinar on March 9th.
The Sanibel Captiva Trust Company is an independent trust company with $3 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. http://www.sancaptrustco.com
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