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DTSTART:20251028T213000Z
DTEND:20251028T233000Z
LOCATION:Palm Beach Gardens Marriott
UID:2794120251028T213000ZSpeaker Dinner Meeting
DTSTAMP:20260412T003424Z
DESCRIPTION:\nRegistration for this event is now closed.\n\n Palm Beach County Estate Planning Council\n Speaker Dinner Meeting\n ------\n\n\n \nOctober 28, 2025\n 5:30 P.M. to 7:30 P.M.\n \nPalm Beach Gardens Marriott\n 4000 RCA Boulevard\n Palm Beach Gardens, FL 33410\n\n\n \nSpeaker\n Shelly Wald Harris, J.D.\n Shutts & Bowen, LLP\n\nTopic\n "The Duty to Inform and Account in Estate Planning"\n \n \n \nShelly Wald Harris is a partner in the West Palm Beach office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group. Shelly is Board Certified in Wills, Trusts and Estates by the Florida Bar. Shelly counsels clients on their future goals and helps them navigate the estate planning process. She works with individuals and families of moderate to high net worth in their estate, trust, charitable, and domicile planning. She is experienced in building custom plans that make the best use of revocable, irrevocable, charitable, insurance, and dynasty (generation skipping) trusts to optimize her clients’ personal and tax goals while protecting their assets. She is also experienced with numerous tools, such as Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships (FLPs), Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), and Spousal Lifetime Access Trusts (SLATs). In addition, Shelly represents corporate and individual fiduciaries with respect to trust and estate administration.  She administers estates and represents trustees, personal representatives, and other fiduciaries as well as beneficiaries and creditors of estates in transactional and litigation matters. She prepares estate tax returns, gift tax returns, and accountings.  Shelly is the co-author of [Florida Estate Planning](https://store.legal.thomsonreuters.com/law-products/Forms/Florida-Estate-Planning-2019-2020-ed-Vol-12--13-Florida-Practice-Series/p/106609746), part of West’s Florida Practice Series published by Thomson Reuters, which she updates annually, and the author of chapters in various continuing legal education books for attorneys. She has given lectures to other attorneys, accountants, financial planners and paralegals on various estate planning and estate administration issues.\n \nIf you have not yet renewed your membership, please click [HERE](https://www.pbcepc.org/members/renewal) to do so.\n  \n \n***Please register by October 21, 2025***\n  \n \nGenerously sponsored by:\n  \n \nDiamond Sponsor\n\n  \n \nGold Sponsor\n \n\n \n \n \n \n \n \n
SUMMARY:Speaker Dinner Meeting - Palm Beach County Estate Planning Council 
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