SOUTHWEST FLORIDA ESTATE PLANNING

SOUTHWEST FLORIDA ESTATE PLANNING 1) TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. 2) TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.3) TO PROMOTE THE INTERESTS OF ITS MEMBERS AND TO EXPAND THE AVAILABILITY OF COORDINATED ESTATE PLANNING SERVICES TO THE GENERAL PUBLIC.