Englewood Bank & Trust is presenting a free informational seminar on May 23, featuring attorney Fletcher Rush, an associate with the Farr Law Firm. Rush will explore how the new Tax Cuts and Jobs Act (TCJA) affects estate planning. The free seminar will take place from 10 to 11 a.m. at the Venice Yacht Club, 1330 Tarpon Center Drive, Venice.
“I will discuss common estate plans and things to consider in light of the new tax laws,” said Rush. “Annual gifting, increased estate tax exemption and related topics will definitely be covered, and I will also briefly talk about the basics of all documents people should have in their plans, including wills, powers of attorney, health care surrogate designations, living wills, and declarations of preneed guardianship.”
Rush’s presentation will include:
· A brief overview of TCJA changes
· A closer look at those changes affecting estate planning
· Existing planning techniques and possible changes
· Estate-planning documents to make sure you have in your plan.
Rush is a Carolina-born Floridian, having spent 18 years in the Charlotte area before relocating to Florida fresh out of high school. He is the grandson of Fletcher G. Rush, a past president of the Florida Bar (1966) and one of the younger Rush’s biggest role models.
“His passion for helping people and the influence he had to make positive changes in the Orlando community was probably what inspired me to become an attorney,” Rush said of his grandfather.
Rush joined the Farr Law Firm in 2012 and has been an associate since 2013, practicing in the area of trusts, wills and estate Planning. He is chairman of the Venice Estate Planning Council, treasurer of the Charlotte County Young Professionals and a member of the Southwest Florida Estate Planning Council and Young Lawyers Division of the Sarasota County Bar Association. He was named to the list of “Rising Stars” in Florida Super Lawyers Magazine in 2017.
The seminar is free and open to the public, but reservations are required.