ESTATE PLANNING COUNCIL OF POLK COUNTY

Publix Super Markets stock is a unique and frequently encountered asset in estate and charitable planning throughout our community. This session provides an overview to the ownership, valuation, transfer, and planning considerations associated with Publix stock, helping estate and gift planning professionals better navigate donor and client conversations involving this closely held asset.

Members will gain a practical understanding of how Publix stock fits into estate, gift, and charitable planning strategies, including key considerations for lifetime gifts, bequests, trust planning, and charitable contributions.