A Matter Of Trust
Produced on: September 19, 2014
On Demand
Audio
Taught by
Categories:
Course Description
Lawline Faculty Member Peggy Hoyt, J.D., M.B.A., draws your attention to the little known fact that estate planning is not just about the legal documents, it is all about the personal instructions we leave our loved ones in the event of our disability or death.
You will discover how to assemble a team of professional advisers including attorneys, certified public accountants, financial and insurance professionals. You too can create an estate plan that is legally and technically correct but also works for you and your loved ones.
Learning Objectives:
I. Gain insight regarding creating written instructions for yourself, your loved ones, and your pet
II. Highlight the three steps to Estate Administration- probate and trust administration and how to simplify this process with personalized instructions
III. Understand why giving family members the opportunity for "one more conversation" is crucial for creating a lasting legacy
Faculty
Peggy Hoyt
The Law Offices of Hoyt and Bryan, LLC
BACKGROUND:
Peggy is a Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her work experience includes time as a college recruiter, financial consultant, account executive and chief financial officer before entering law school. She is a founding partner of Hoyt & Bryan, LLC. Peggy is dual certified by the Florida Bar in Wills, Trusts, and Estates and in Elder Law.
EXPERIENCE:
Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, real estate transactions and animal law. In addition to her law degree, she holds a Florida real estate license. Peggy formerly held a NASD Series 7 license and health, life and variable annuities licenses. She serves as a certified FINRA Arbitrator and is also a Florida Circuit Court Mediator concentrating in family business, estate administration, and animal law issues.
AUTHOR/PUBLIC SPEAKER:
Peggy is the author of All My Children Wear Fur Coats – How to Leave a Legacy to Your Pet, an informative and inspirational guide for pet owners who want to include their pets as part of their estate plans. She is a co-author of the following books with Candace M. Pollock: Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs designed to educate families about the planning options and protections for their special needs family members; Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners, created to address the unique planning needs of unmarried individuals in today’s society; A Matter of Trust – The Importance of Personal Instructions stressing the importance of supplementing legal estate planning with personal instructions; Women in Transition – Navigating the Legal and Financial Challenges in Your Life created for all women as they learn, live and grow throughout their lives. Peggy is co-author with Scott Farnsworth of Like a Library Burning – Sharing and Saving a Lifetime of Stories, which addresses the why and how of protecting and passing on a lifetime of stories. Peggy is co-author with Deborah Roser of Thank Everybody for Everything! Grow your Life and Your Business with Gratitude, and the companion five-year gratitude journal, Gratitude Expressions, Straight Talk! About Estate Planning and Straight Talk! What to Do When Someone Dies.
Peggy speaks at the local, regional and national levels on estate planning and elder law topics including pet planning, special needs planning and planning for unmarried couples and same sex partners. Peggy has been featured on CNN Financial News, the Wall Street Journal and the Orlando Sentinel for her work in pet planning.
EDUCATION:
- Stetson University, B.B.A (Marketing/Management 1981), cum laude
- Stetson University, M.B.A. (Finance 1982)
- Stetson University College of Law, J.D. (1993), cum laude, Phi Delta Phi
PROFESSIONAL AND CIVIC AFFILIATIONS:
- WealthCounsel, Member
- Central Florida Estate Planning Council, Member, Past President, Member
- The Florida Bar, member; Past Chair for the General Practice, Solo and Small Firm Section and Member of the Animal Law Committee Member
- Barry University College of Law, Former Adjunct Professor of Animal Law
Reviews
Excellent from both legal and personal viewpoints.
Great presenter! Lots of practice tips. Thank you.
clear and precise presentation
Very good presentation! Good speaker.
Excellent
A very good check list of things to consider. Good advice and suggestions.
I love this presenter. She must be a fantastic attorney to her clients. Only comment is that the title doesn't convey the subject enough so I almost missed the course when seeking estate planning seminars. I overlooked it. Great course. Glad I found it. Perhaps add a subtitle?
Good information.
good clear basic presentaion
At last, a Florida lecturer with introductory considerations behind the two types of trusts vs Wills, in a broad spectrum overview.
very well presented
Very good. Thank you.
Outstanding presentation!
very good!
Excellent presentation of the elements of establishing an estate plan, including probate and trust considerations.
Peggy Hoyt was excellent!!
Great instructor
Good concise & clear presentation
The lecturer was terrific! Engaging and thought provoking.
Ms Hoyt gave a great presentation. She gets an A+ from me and her grammar was perfect as well. Thank you for her course.
Excellent overview. Held my attention throughout.
very well presented and clear. I will watch any other courses that Peggy gives.
Just terrific
yes
Really well done presentation. Very informative.
very informative
I appreciated the lecturer's discussion of incorporating individualized planning into the overall estate plan.
Excellent basic refresher.
EXCELLENT - VERY INTELLIGENT & VERY PERSONABLE!!
Excellent presentation!!! Makes one wake up and think about what you should do regarding the future!!!
good, but very basic
Well versed speaker
An excellent presentation. I will look for other lawline seminars from Ms. Hoyt.
Superb presentation.
Good overview
Great speaker
Peggy is one of the best! She is engaging and very knowledgeable. Excellent presentation.
Another great speaker/program.
Excellent seminar!
Ms. Hoyt is very good.
Nice introduction
very informative
Excellent, up to date material,interesting and clear
Lots of information in a short time.
Excellent
Excellent... great outline of needs.
Very interesting
excellent basic seminar....
Very informative course.
great survey course for everyone
good job
Useful information for extensive estate planning.
Very excellent seminar.
Peggy is one of my favorite speakers. So personable but with excellent information
The speaker provided a very good overview of the probate process and the formation and operation of trusts.
Excellent course
good
This was a terrific seminar, well presented. I feel like this is a seminar that is useful for lawyers and non-lawyers alike and I especially liked the advise that was more of a personal nature for clients, i.e. the discussion of ethical wills and personal
Very knowledgeable and interesting speaker.
good speaker, good topic, very helpful to hear how she operates her practice
Excellent!
Great course and presentation - could have been a little longer to cover more details.
very helpful.
a good and appropriate basic estate planning refresher.
One of the best online courses I have taken!
Perfect presentation.
great video
Excellent program.
Great presentation & speaker!
Ms. Hoyt was very proficient and gave wonderful explanations.
I liked the pros and cons of each of the estate planning tools and highlighting each estate planning document.
Excellent. Very informative and interesting.
Excellent presentation, with important and useful practical information.
Excellent
Very helpful, particularly on a personal basis.
Great seminar!
Excellent presentation.
Great overview from my former professor at Barry Law. Excellent tips to be a well-rounded practitioner.
Thorough presentation.
An informative overview of Estate palnning and trusts
Interesting details on aspects I would have never considered
Very useful planning instructions and more.
Excellent review of issues to consider when drafting a will.
Very good overview of this topic
Peggy was good.
Vey good overview of planning issues.
Peggy knows her stuff. She is an engaging lecturer. Thank you.
Worthwhile. Beneficial.
I was hesitant to get into the field of trusts, but knew it was inevitable. Peggy's talk made me a lot more comfortable and I am now armed with a great foundational knowledge.
well done.
thanks for the great seminar. very enjoyable presenter.
Very well done!
$59
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