Planned Giving can be a confusing and intimidating subject. It’s filled with acronyms and tax language, plus it raises tough questions about our final wishes. At our Planned Giving Info Session, we hope to make the topic a little less confusing and intimidating. This is an information-only event where we will have a panel of attorneys, accountants, portfolio managers, and financial advisors and planners. They will provide valuable insight and answer your questions in an informal setting. There is no cost to attend and no obligation to make a gift of any kind.
Planned Giving is a very special way to support organizations and causes you care about, and to also fulfill your own financial goals and objectives. This event is appropriate for interested people of all ages and lifestyles. Please register using the form at the bottom of the page.
Christopher J. Fowler is an associate attorney at Norton, Hammersley, Lopez and Skokos, P.A., and a member of their estate planning, estate administration, and asset preservation practice group, as well as their business and tax law practice group. Mr. Fowler has multiple years of experience in assisting clients with their estate planning, asset preservation planning, business planning, and tax planning. Mr. Fowler also has experience in assisting clients with probate and trust administration matters, and with various tax matters before the IRS and the Florida Department of Revenue.
Before joining Norton Hammersley in March of 2017, Mr. Fowler practiced for two years in the State of Nevada and for one year in the State of Florida, where he helped clients with their estate planning, business planning, asset preservation planning, and tax planning issues. After graduating from the University of Florida with a bachelor's degree in business administration (finance), Mr. Fowler obtained his J.D. from Florida International University College of Law. After graduating from FIU Law, Mr. Fowler obtained his Master of Laws (LL.M.) in Taxation from the University of Miami School of Law.
Jennifer Steube is a Senior Trust Portfolio Manager for Synovus. Ms. Steube has the knowledge and fiduciary responsibility clients can count on to help build, maintain, and transfer their wealth. From basic trust needs to extenuating estate planning circumstances, she has the experience to help individuals, families and small businesses.
Ms. Steube has been working in the Trust Industry since 2006 but started her career in the Financial Industry in 2000. She graduated from the University of Wisconsin-Madison with a bachelor’s degree in women’s studies with a concentration in business finance. She holds a professional designation as a Certified Investment Management Analyst (CIMA®).
Alisa M. Heedy is an associate attorney with Williams Parker. She has been practicing as a Trusts and Estates attorney in Sarasota since 2016. Her practice focuses on estate planning and estate and trust administration. Ms. Heedy works with individuals and families to create and execute personal estate plans to protect assets and plan for the future. She has experience assisting both the fiduciary and the beneficiary of an estate or trust, preparing nonjudicial settlement agreements, and implementing judicial and nonjudicial trust modifications. Ms. Heedy understands that the estate and trust administration process can be difficult, especially after the passing of a loved one, and will help clients navigate through the challenges of administration.
Ms. Heedy is a native Floridian, born and raised in St. Petersburg. After obtaining her LL.M. in Taxation and undergraduate degree in Anthropology and Criminology from the University of Florida and her J.D. from Stetson University College of Law, she moved to Sarasota to begin her career as a Trusts and Estates attorney. She is actively involved in the local Sarasota County Bar Association as well as the state-wide Real Property, Probate & Trust Law Section of the Florida Bar.
Heather Williams joined Kerkering, Barberio & Co. in 2010 and became a shareholder in 2016. Her areas of practice include Individual and Business Tax Consulting, Estate and Trust Planning, Consulting and Litigation Support services, and Tax Services for Individuals and Professional Athletes. She works with families and their advisors to assist them with individual, trust, and estate taxation. She holds a bachelor's degree in accounting and finance from the University of South Florida, and a masters in taxation from Florida State University.
Ms. Williams is a Certified Public Accountant in Florida and North Carolina, and a Certified Financial Planner.
Elizabeth Rabbitt-Stephen, CFP®, CTFA, is a Vice President and Wealth Advisor with Truist Wealth. Elizabeth has worked in the financial industry for more than 17 years in the Sarasota market. She has earned the CERTIFIED FINANCIAL PLANNER® certification, Certified Trust Financial Advisor (CTFA), and is an Accredited Investment Fiduciary (AIF). Ms. Rabbitt-Stephen was awarded a full academic scholarship to The Ohio State University, where she majored in Family Financial Management which fulfilled all her CFP coursework, and minored in Corporate Finance. She has also successfully completed Florida Graduate Trust School.
Ms. Rabbitt-Stephen’s focus is advising on the development and implementation of financial planning strategies to help clients define and meet their financial priorities. She follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate plan, then monitors and rebalances that plan to continuously meet client objectives.