Trusts and Estates 101 for Attorneys

Solimar Rodriguez-Saez
Solimar Rodriguez-Saez | Law Offices of Samantha J. Fitzgerald

Born and raised in the beautiful island of Puerto Rico, Solimar Rodriguez-Saez completed her undergraduate studies at the University of Puerto Rico with a major in Advertising and Public Relations and a minor in Dramatic Arts.

On-Demand: October 20, 2022

Trusts and Estates 101 for Attorneys

$195.00 2 hour CLE

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Program Summary

This CLE will allow attorneys that are new to the practice of Trusts and Estates to better understand these practice areas, common mistakes and misconceptions, client handling and things to always keep in mind when meeting clients or drafting an estate plan.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • What is Estate Planning and how it is used to plan for the future
  • Types of planning documents and other planning alternatives
  • Assess clients’ needs to determine a plan that best fits their circumstances
  • Drafting mistakes that should be avoided
  • Common misconceptions about Estate Planning and Probate
  • How to avoid Probate
  • How to properly care for minor children

Date: October 20, 2022

Closed-captioning available

Speakers

Solimar Rodriguez-Saez_SRS Legal, P.A._FedBarSolimar Rodriguez-Saez | Law Offices of Samantha J. Fitzgerald

Born and raised in the beautiful island of Puerto Rico, Solimar Rodriguez-Saez completed her undergraduate studies at the University of Puerto Rico with a major in Advertising and Public Relations and a minor in Dramatic Arts. In 2010 she completed her Juris Doctor Degree at the Pontifical Catholic University of Puerto Rico, School of Law, receiving the Litigation Award.

In the same year, Solimar moved to Fort Lauderdale and worked with law firms dedicated to Commercial litigation, Family law, Foreclosure Defense, Personal Injury, Estate Planning and Probate. She later opened her own practice, SRS Legal, P.A., located in Downtown Fort Lauderdale that focused on Estate Planning (Wills, Trusts, Healthcare Directives, Powers of Attorney, Guardians for minors) Probate, and Uncontested Family Law matters.

With a great understanding of the law, she tailors her professional services with great diligence, compassion and care. Solimar also dedicates part of her practice to educating business owners about the tax benefits and incentives Puerto Rico has to offer to companies of any size.

Soli is licensed to practice in the State of Florida and the Commonwealth of Puerto Rico. She speaks Spanish fluently.

Solimar’s charisma, leadership and involvement with the community has earned her recognition and awards throughout her student and professional career. It is her boisterous personality that helps her clients feel a strong bond with her and understand how much she cares for them. That personality can be seen in any of the many conferences, community events and organizations she participates in, including a live tv show that she co-hosts called Juntas y Sueltas.

Agenda

I. What is Estate Planning and how it is used to plan for the future | 12:00pm – 12:15pm

II. Types of planning documents and other planning alternatives | 12:15pm – 12:30pm

III. Assess clients’ needs to determine a plan that best fits their circumstances | 12:30pm – 12:45pm

IV. Drafting mistakes that should be avoided | 12:45pm – 1:00pm

Break | 1:00pm – 1:10pm

V. Common misconceptions about Estate Planning and Probate | 1:10pm – 1:25pm

VI. How to avoid Probate | 1:25pm – 1:40pm

VII. How to properly care for minor children | 1:40pm – 2:10pm