WealthCounsel invited Merrell Bailey to participate in National Estate Planning Awareness Week October 17 – 24, 2011 by discussing having a conversation with your parents about moving out of their home when they age.  Consider the pros and cons of in-home health care versus assisted living.  Learn the benefits of choosing to move out sooner, rather than later. 
 

Merrell Bailey was invited to speak at Florida Hospital's 13th Annual Professionals' Seminar at Lake-Sumter Community College on 8/26/2011. Merrell discussed contribution trusts, aka tragedy trusts or donation accounts or memorial funds.
 

Merrell Bailey was invited to speak at the Florida Bankers Association Wealth Management conference at the Ritz Carlton in Naples on 9/20/2011. Merrell discussed the differences between morals, ethics, and laws that professionals navigate when we know confidential client information.
 

On September 08, 2011, Hallie Zobel and David Pilcher have been asked to present "Are you Smarter than an Estate Planning Attorney?" at Florida Capital Bank in Winter Park.

On June 15, 2011, Hallie Zobel was a sponsor of "In the Blink of an Eye Tour" at Lighthouse Central Florida, a non for profit group that provides vision services for the blind and visually impaired.

On May 5, 2011, in recognition of Elder Law month, Hallie Zobel, as part of the Elder Law Section of the Orange County Bar Association, presented at the Peggy and Philip B. Crosby YMCA Wellness Center on "Legal Issues Facing Seniors Today".

In April, 2011, David Pilcher and Hallie Zobel  presented at the Orange County Bar Association, Solo and Small Firm Committee Meeting, "Administration in the Land of Oz".
 

In February, 2011, David Pilcher and Hallie Zobel presented at the Osceola County Bar Association, "Administration in the Land of Oz".  
 

Listen here:  Track 1 Track 2  Track 3  Track 4