Estate Planning Council of Polk County Dinner Meeting

Date: Tuesday, January 29, 2019
Time: 5:30pm - 7:30pm
Location: The Club at Eaglebrooke, 1300 Eaglebrooke Blvd., Lakeland, FL 33813
Speaker: Heckerling Institute on Estate Planning Recap

Please join our panel made up of local professionals as they provide a recap on the 53rd Annual Heckerling Institute on Estate Planning Conference.

The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors.

 

Please RSVP your attendance so that we can properly prepare.

5:30 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program

 

OUR PANEL:

Sandra Sheets, Attorney

Shareholder in the Lakeland Office

Gray Robinson Attorneys at Law

Sandy practices in estate and tax planning, estate and trust administration, with an emphasis on business succession planning involving closely held businesses. She handles dispute resolution matters involving fiduciaries and beneficiaries.

She received her Bachelors degree, summa cum laude from the University of Maryland in 1983 and her Juris Doctor degree from the George Washington University in 1987.

 

Mandy Sanders, CPA

Signing Director

CLA Lakeland

Mandy has over 18 years of experience in public accounting concentrating in the areas of estate, gift and trust taxation.

She has a BS of Business Administration from Webber International University and MS of Business Administration from Florida Southern College

 

Craig A. Mundy, Attorney and CPA

Craig A. Mundy, P.A. Attorneys at Law

Craig began his legal career in 1991 provides expertise in Estate Planning and Probate Law.

He earned his Bachelor of Science degree, cum laude from Florida State University in 1986, was certified as a CPA in 89 and obtained his Juris Doctor from Florida State in 1991.

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