On behalf of the Palm Beach County Estate Planning Council, I am thrilled to present to you the 23rd annual edition of the Estate Planning Supplement. All of the informative content has been provided by members. The Palm Beach County Estate Planning Council is a multi-disciplined organization made up of over 200 professionals in our local community knowledgeable in the estate planning area.
This is the Council’s second publication during the COVID-19 pandemic, and we collectively suggest and assume that “now” is an ideal time to review one’s estate planning needs. Everything has changed in the past 2 years from where we go; where we dine, shop, work and play; as well as who we interact with and how. These changes and challenges may significantly impact your pre-pandemic estate planning needs; thus, now more than ever is probably an opportune time to develop and/or revise your estate plan, when most of the work can be done from home! Certainly wills, trusts, health-care proxies, etc. form the bedrock of an estate plan, but what about the sale of a business, a succession plan, the divestment of a real estate holding (particularly a commercial space) may all lend itself to immediate review in this pandemic environment.
We hope that you find the following articles thought provoking and informative. For more information and follow-up, please visit our website at www.pbcepc.org and consider following us on our Facebook and LinkedIn pages, which are regularly updated with useful and relevant content. Finally, our website contains our membership directory where you can retrieve the contact information for any of the authors who have submitted the enclosed articles, who will gladly provide you any additional guidance.
On behalf of the Council, we wish you a healthy and safe Happy New Year!
Matthew Thibaut
President, Palm Beach County Estate Planning Council
